Update leads in Lofty when person stages are updated in Follow Up Boss
Keep your sales pipeline moving seamlessly with this streamlined workflow. When a person's stage is updated in Follow Up Boss, this system will make sure the same updates are reflected for the lead in Lofty. This process prevents any discrepancies between both platforms, ensuring your team is always in sync and working with the most current information. This efficient automation helps save valuable time and maintains consistency in your sales operations.
Keep your sales pipeline moving seamlessly with this streamlined workflow. When a person's stage is updated in Follow Up Boss, this system will make sure the same updates are reflected for the lead in Lofty. This process prevents any discrepancies between both platforms, ensuring your team is always in sync and working with the most current information. This efficient automation helps save valuable time and maintains consistency in your sales operations.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Update Lead
Updates an existing lead.
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