Follow Up Boss + Microsoft Teams
Create new Follow Up Boss inquiries or website events from Microsoft Teams channel mentions
Connect your Microsoft Teams and Follow Up Boss apps to streamline communication and effectively manage inquiries. With this workflow, any time a new channel mention occurs in Microsoft Teams, a corresponding inquiry or website event will be created in Follow Up Boss. This automation helps your team stay organized, ensures important messages are easily tracked, and improves response times for new leads and inquiries.
Connect your Microsoft Teams and Follow Up Boss apps to streamline communication and effectively manage inquiries. With this workflow, any time a new channel mention occurs in Microsoft Teams, a corresponding inquiry or website event will be created in Follow Up Boss. This automation helps your team stay organized, ensures important messages are easily tracked, and improves response times for new leads and inquiries.
- When this happens...New Channel Mention
Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.
- 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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