Create notes in Follow Up Boss for new leads from Curb Hero
Effortlessly streamline your lead management process with this workflow. When a new lead is captured in the Curb Hero app, a tailored note is immediately created in your Follow Up Boss app. This automation not only ensures a seamless transfer of information but also enables you to promptly respond to prospective clients. Elevate your productivity and customer service with this easy to implement solution.
Effortlessly streamline your lead management process with this workflow. When a new lead is captured in the Curb Hero app, a tailored note is immediately created in your Follow Up Boss app. This automation not only ensures a seamless transfer of information but also enables you to promptly respond to prospective clients. Elevate your productivity and customer service with this easy to implement solution.
- When this happens...New Lead
Triggers when a new lead is added in Curb Hero
- automatically do this!Create Note
Creates a note on a contact
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