Create new inquiries or website events in Follow Up Boss for each new company added in Copper
Effortlessly stay on top of new inquiries from your Copper contacts with this seamless automation. With this workflow, each time a new company is added in Copper, a corresponding inquiry or website event will be created in Follow Up Boss. This way, you can keep your sales pipeline organized and ensure timely responses to potential clients, without any manual work.
Effortlessly stay on top of new inquiries from your Copper contacts with this seamless automation. With this workflow, each time a new company is added in Copper, a corresponding inquiry or website event will be created in Follow Up Boss. This way, you can keep your sales pipeline organized and ensure timely responses to potential clients, without any manual work.
- When this happens...New Company
Triggers when a new Company 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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