DocSend + Follow Up Boss
Trigger new inquiries or website events in Follow Up Boss with every new visit in DocSend
Boost your productivity with this streamlined workflow. The moment a new visit is detected in DocSend, this workflow promptly creates a new inquiry or website event in Follow Up Boss. This seamless connection between DocSend and Follow Up Boss ensures you never miss a potential lead again, making your work more efficient and less manual.
Boost your productivity with this streamlined workflow. The moment a new visit is detected in DocSend, this workflow promptly creates a new inquiry or website event in Follow Up Boss. This seamless connection between DocSend and Follow Up Boss ensures you never miss a potential lead again, making your work more efficient and less manual.
- When this happens...New Visit
Triggers when you get a new visit.
- 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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