Create and manage deals in Follow Up Boss when new contacts are added in Clio
Effortlessly manage your real estate leads with this seamless workflow between Clio and Follow Up Boss. When a new contact is added in Clio, a deal will be created in Follow Up Boss, ensuring you stay on top of potential business opportunities and maintain organized client records. Streamline your lead management process and focus on closing deals with this time-saving automation.
Effortlessly manage your real estate leads with this seamless workflow between Clio and Follow Up Boss. When a new contact is added in Clio, a deal will be created in Follow Up Boss, ensuring you stay on top of potential business opportunities and maintain organized client records. Streamline your lead management process and focus on closing deals with this time-saving automation.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Deal
Creates a deal on a contact.
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