Follow Up Boss + monday.com
Create notes in Follow Up Boss for new items in monday.com boards
Efficiently manage your sales leads by connecting monday.com with Follow Up Boss. This automation workflow ensures prompt follow-up by creating new notes in Follow Up Boss whenever new items are added to your monday.com board. Streamline your sales process and never miss an opportunity with this seamless integration.
Efficiently manage your sales leads by connecting monday.com with Follow Up Boss. This automation workflow ensures prompt follow-up by creating new notes in Follow Up Boss whenever new items are added to your monday.com board. Streamline your sales process and never miss an opportunity with this seamless integration.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps
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.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
