DeltaNet CRM + Follow Up Boss
Create tasks in Follow Up Boss for new leads in DeltaNet CRM
Effortlessly manage your new leads from DeltaNet CRM by creating tasks in Follow Up Boss. With this workflow, each time a new lead is added in DeltaNet CRM, a corresponding task will be created in Follow Up Boss, ensuring you stay on top of your lead follow-ups without manual intervention. Streamline your sales process and stay organized with this seamless automation.
Effortlessly manage your new leads from DeltaNet CRM by creating tasks in Follow Up Boss. With this workflow, each time a new lead is added in DeltaNet CRM, a corresponding task will be created in Follow Up Boss, ensuring you stay on top of your lead follow-ups without manual intervention. Streamline your sales process and stay organized with this seamless automation.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create Task
Create a task for a contact.
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Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Start dateRequired
End dateRequired
Event TitleRequired
Event Info
