Trigger new inquiries or website events in Follow Up Boss from chat transcripts in Formilla
Automate your customer service and follow-up process seamlessly. With each new chat transcript from Formilla, a fresh inquiry or website event is automatically initiated in Follow Up Boss. This efficient workflow saves valuable time, boosts your response rate, and ensures every conversation is adeptly handled in your business operations.
Automate your customer service and follow-up process seamlessly. With each new chat transcript from Formilla, a fresh inquiry or website event is automatically initiated in Follow Up Boss. This efficient workflow saves valuable time, boosts your response rate, and ensures every conversation is adeptly handled in your business operations.
- When this happens...Chat Transcript
Triggers when a chat ends.
- 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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