Follow Up Boss + involve.me
Create new Follow Up Boss inquiries or website events from completed involve.me submissions
Effortlessly collect and manage new inquiries from your involve.me projects with this workflow. When a submission is marked as completed in involve.me, the information is instantly sent to Follow Up Boss, creating a new inquiry or website event. This seamless connection ensures timely follow-ups and organized data, helping you build successful relationships with your leads.
Effortlessly collect and manage new inquiries from your involve.me projects with this workflow. When a submission is marked as completed in involve.me, the information is instantly sent to Follow Up Boss, creating a new inquiry or website event. This seamless connection ensures timely follow-ups and organized data, helping you build successful relationships with your leads.
- When this happens...
- 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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