Follow Up Boss + LeadConnector
Create notes in Follow Up Boss when pipeline stages change in LeadConnector
Ensure you never miss a lead progression by setting up this workflow. Whenever a pipeline stage changes in LeadConnector, it will instantly generate a note in Follow Up Boss, helping you stay on top of every update. This automation assists in maintaining smooth communication and keeps your team updated on lead developments.
Ensure you never miss a lead progression by setting up this workflow. Whenever a pipeline stage changes in LeadConnector, it will instantly generate a note in Follow Up Boss, helping you stay on top of every update. This automation assists in maintaining smooth communication and keeps your team updated on lead developments.
- When this happens...Pipeline Stage Changed
Triggers when the pipeline stage was updated for an opportunity.
- automatically do this!Create Note
Creates a note on 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
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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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
Date of Birth
Campaign IDRequired
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 Deal
Fires when a new deal is created in Follow Up Boss.
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