Follow Up Boss + monday.com
Create Follow Up Boss inquiries or website events from new monday.com board items
Effortlessly manage your leads with this easy-to-use workflow that connects monday.com and Follow Up Boss. When a new item is added to a board in monday.com, it will create a new inquiry or website event in Follow Up Boss, helping you stay organized and on top of your sales opportunities. Save time and boost efficiency by automating this process for a seamless lead management experience.
Effortlessly manage your leads with this easy-to-use workflow that connects monday.com and Follow Up Boss. When a new item is added to a board in monday.com, it will create a new inquiry or website event in Follow Up Boss, helping you stay organized and on top of your sales opportunities. Save time and boost efficiency by automating this process for a seamless lead management experience.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- 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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