Follow Up Boss + LeadConnector
Update tags for contacts in Follow Up Boss when pipeline stages change in LeadConnector
When a lead moves through stages in LeadConnector, this workflow ensures that appropriate tags are instantly added in Follow Up Boss. Enhance your CRM efficiency by ensuring every contact is accurately labelled for precise and strategic follow-up. Forget about manual tracking and input, let this automation streamline your lead management for maximum productivity and results.
When a lead moves through stages in LeadConnector, this workflow ensures that appropriate tags are instantly added in Follow Up Boss. Enhance your CRM efficiency by ensuring every contact is accurately labelled for precise and strategic follow-up. Forget about manual tracking and input, let this automation streamline your lead management for maximum productivity and results.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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In PipelineRequired
Moved to Stage
Try ItFirst Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Country
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Select PipelineRequired
Select StageRequired
Assign to User
Phone Number
Email
First Name
Last Name
Full Name
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Mark as LeadRequired
Notes
Business Name
Country
CampaignRequired
First Name
Last Name
Full Name
Phone Number
Email
Address
City
State
Postal Code
Tags (comma delimited string for multiple tags)
Source
Lead Source
Notes
Event Time (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
Assign to User
Task TitleRequired
Task DescriptionRequired
Due Date (Must be in ISO 8601 format ie. 2019-02-08T13:35:00-08:00)
First Name
Last Name
Contact Phone
Contact Email
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
