Follow Up Boss + Microsoft Office 365
Create new Follow Up Boss inquiries or website events from Microsoft Office 365 contacts
Effortlessly manage your contacts and inquiries with this seamless workflow between Microsoft Office 365 and Follow Up Boss. When a new contact is added in Office 365, a corresponding inquiry or website event will be created in Follow Up Boss, ensuring you stay on top of your leads and customer communication. Improve your efficiency while keeping track of important details through this simple automation.
Effortlessly manage your contacts and inquiries with this seamless workflow between Microsoft Office 365 and Follow Up Boss. When a new contact is added in Office 365, a corresponding inquiry or website event will be created in Follow Up Boss, ensuring you stay on top of your leads and customer communication. Improve your efficiency while keeping track of important details through this simple automation.
- When this happens...New Contact
Triggers when a new contact is added to your account
- 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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