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Follow Up Boss + monday.com

Update Follow Up Boss with new inquiries or website events when column values change in monday.com boards

Stay on top of your sales opportunities by connecting monday.com to Follow Up Boss. With this workflow, whenever a column value changes in a monday.com board, a new inquiry or website event will be created in Follow Up Boss. This seamless connection ensures that you never miss a potential lead and efficiently manage your sales pipeline.

Stay on top of your sales opportunities by connecting monday.com to Follow Up Boss. With this workflow, whenever a column value changes in a monday.com board, a new inquiry or website event will be created in Follow Up Boss. This seamless connection ensures that you never miss a potential lead and efficiently manage your sales pipeline.

  1. When this happens...
    monday.commonday.com
    Any Column Value Changed in Board

    Triggers when any column's value is changed in the selected board

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Board IDRequired

    Trigger
    Instant
    Try It
  • monday.com triggers, actions, and search

    New Board

    Triggers when a new board is created.

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Column IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    • Column IDsRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Trigger
    Instant
    Try It
    • Board IDRequired

    Action
    Write
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follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

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