Create tasks in Follow Up Boss for new leads from Interact app
Efficiently manage new leads from Interact by automatically creating tasks in Follow Up Boss. This workflow is activated when there's a new lead in Interact and instantly creates a task in Follow Up Boss for seamless lead management. Stay organized and never miss an opportunity to connect with your leads using this time-saving automation.
Efficiently manage new leads from Interact by automatically creating tasks in Follow Up Boss. This workflow is activated when there's a new lead in Interact and instantly creates a task in Follow Up Boss for seamless lead management. Stay organized and never miss an opportunity to connect with your leads using this time-saving automation.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Task
Create a task for a contact.
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