Create new inquiries or website events in Follow Up Boss for every new client in Jobber
Create a seamless connection between Jobber and Follow Up Boss with this simple workflow. Whenever you add a new client in Jobber, a new inquiry or website event will be instantly created in your Follow Up Boss account. This automatic process not only allows you to save time, but also ensures you never miss an opportunity with a prospective client, effectively boosting your business's productivity and efficiency.
- When this happens...New Client CreatedTriggers when a client is created.
- automatically do this!New Inquiry or Website EventNotify 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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More things you can do with Jobber and Follow Up Boss
Discover other triggers and actions you can use with Jobber and Follow Up Boss
- New Client Created
Triggers when a client is created.
Try ItTriggerInstant - New Invoice Created
Triggers when an invoice is created.
Try ItTriggerInstant - Job Closed
Triggers when a job is closed
Try ItTriggerInstant - Job Updated
Triggers when a job is updated
Try ItTriggerInstant
- Client Updated
Triggers when a client is updated
Try ItTriggerInstant - Invoice Updated
Triggers when a invoice is updated
Try ItTriggerInstant - New Job Created
Triggers when a job is created.
Try ItTriggerInstant - Quote Approved
Triggers when a quote is approved
Try ItTriggerInstant




