Follow Up Boss + monday.com
Create new Follow Up Boss inquiries or website events from updated monday.com boards
Stay on top of your sales inquiries with this efficient workflow between monday.com and Follow Up Boss. When a new update is added to a board in monday.com, this automation will instantly create a new inquiry or website event in Follow Up Boss, helping you manage and prioritize potential leads more effectively. Keep your sales team organized and ready to engage with prospects faster with this seamless integration.
Stay on top of your sales inquiries with this efficient workflow between monday.com and Follow Up Boss. When a new update is added to a board in monday.com, this automation will instantly create a new inquiry or website event in Follow Up Boss, helping you manage and prioritize potential leads more effectively. Keep your sales team organized and ready to engage with prospects faster with this seamless integration.
- When this happens...New Update in Board
Triggers when a new update is posted on a 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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