Create new Follow Up Boss deals for every new Interact lead
Connect your Interact and Follow Up Boss apps with this seamless workflow to streamline your lead management process. As soon as a new lead is generated in Interact, a deal will be created in Follow Up Boss, ensuring a smooth flow of information between the two platforms. This automation helps you save time and effectively nurture leads to close more deals.
Connect your Interact and Follow Up Boss apps with this seamless workflow to streamline your lead management process. As soon as a new lead is generated in Interact, a deal will be created in Follow Up Boss, ensuring a smooth flow of information between the two platforms. This automation helps you save time and effectively nurture leads to close more deals.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Deal
Creates a deal on a contact.
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