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Follow Up Boss + formless

Create new Follow Up Boss notes from new formless responses

Efficiently streamline your lead capturing process with this workflow. When a new entry is submitted in formless, a note is created in Follow Up Boss, ensuring that no important details are missed. Stay organized and up-to-date with your leads information while saving time with this automation.

Efficiently streamline your lead capturing process with this workflow. When a new entry is submitted in formless, a note is created in Follow Up Boss, ensuring that no important details are missed. Stay organized and up-to-date with your leads information while saving time with this automation.

  1. When this happens...
    formlessformless
    New Response

    Triggers when a new response is submitted.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create Note

    Creates a note on a contact

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ConversationRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Deal

    Fires when a new deal is created in Follow Up Boss.

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Contact

    Fires when a new contact is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Tag nameRequired

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search

    New Appointment

    Fires when a new appointment is created in Follow Up Boss.

    Trigger
    Instant
    Try It
    • Pipeline name

    • Stage name

    Trigger
    Instant
    Try It
    • Stage name

    Trigger
    Instant
    Try It
    • Contact Phone, Email, or IDRequired

    • Team Member(s)

    Action
    Write
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About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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About formless

Formless, Typeform's pioneering AI solution that elevates data collection through engaging, natural conversations.

Related categories