Create notes in Follow Up Boss for new Formsite form results
Effortlessly keep track of new Formsite form results with this seamless workflow. When a new form result is submitted in Formsite, a note will be instantly created in Follow Up Boss, ensuring that important information is captured and organized in your CRM. Stay on top of every submission and improve your lead management with this convenient automation.
Effortlessly keep track of new Formsite form results with this seamless workflow. When a new form result is submitted in Formsite, a note will be instantly created in Follow Up Boss, ensuring that important information is captured and organized in your CRM. Stay on top of every submission and improve your lead management with this convenient automation.
- When this happens...New Form Result
Triggers when a user submits a new form result.
- automatically do this!Create Note
Creates a note on a contact
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