Follow Up Boss + Instant Offer Engine
Create or update Follow Up Boss contacts from new Instant Offer Engine leads
Effortlessly manage new leads from your Instant Offer Engine by connecting it with Follow Up Boss. With this automation, whenever you receive a new lead in the Instant Offer Engine app, it will create or update a contact in Follow Up Boss without triggering action plans. This workflow streamlines your lead management process, saving you time and ensuring important data is captured and synchronized.
Effortlessly manage new leads from your Instant Offer Engine by connecting it with Follow Up Boss. With this automation, whenever you receive a new lead in the Instant Offer Engine app, it will create or update a contact in Follow Up Boss without triggering action plans. This workflow streamlines your lead management process, saving you time and ensuring important data is captured and synchronized.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
