Create new Follow Up Boss inquiries or website events from Copper leads
Save time and keep your sales efforts organized with this Copper to Follow Up Boss workflow. Whenever a new lead is added in Copper, a new inquiry or website event will be created in Follow Up Boss, streamlining your lead management and ensuring prompt attention to potential clients. Stay ahead of the competition and never miss out on an opportunity with this seamless automation.
Save time and keep your sales efforts organized with this Copper to Follow Up Boss workflow. Whenever a new lead is added in Copper, a new inquiry or website event will be created in Follow Up Boss, streamlining your lead management and ensuring prompt attention to potential clients. Stay ahead of the competition and never miss out on an opportunity with this seamless automation.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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