Create new Follow Up Boss inquiries or website events from Interact leads
Easily connect Interact and Follow Up Boss to streamline your lead management process. With this workflow, whenever a new lead is acquired in Interact, it will create a new inquiry or website event in Follow Up Boss, keeping your team informed and ready to take action. Stay organized and save time by eliminating manual data entry, while ensuring all leads are promptly managed.
Easily connect Interact and Follow Up Boss to streamline your lead management process. With this workflow, whenever a new lead is acquired in Interact, it will create a new inquiry or website event in Follow Up Boss, keeping your team informed and ready to take action. Stay organized and save time by eliminating manual data entry, while ensuring all leads are promptly managed.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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