Create deals in Follow Up Boss from new GoCanvas submissions for seamless business workflows
Efficiently manage new submissions from GoCanvas by creating deals in Follow Up Boss with this seamless workflow. When a submission is received in GoCanvas, a corresponding deal will be instantly created in Follow Up Boss, ensuring proper record-keeping and enabling your team to promptly follow up on new leads. Streamline your sales process and save time by automating this crucial step in your CRM strategy.
Efficiently manage new submissions from GoCanvas by creating deals in Follow Up Boss with this seamless workflow. When a submission is received in GoCanvas, a corresponding deal will be instantly created in Follow Up Boss, ensuring proper record-keeping and enabling your team to promptly follow up on new leads. Streamline your sales process and save time by automating this crucial step in your CRM strategy.
- When this happens...New Submission
Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Create Deal
Creates a deal on a contact.
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