Follow Up Boss + OpenPhone
Manage new OpenPhone calls by creating inquiries or website events in Follow Up Boss
Boost your sales and customer service performance with this efficient workflow linking OpenPhone and Follow Up Boss. Once an incoming call is concluded with OpenPhone, it activates the log of a new inquiry or website event in Follow Up Boss. This seamless transition helps in accelerating the response time to phone calls and cultivating superior customer relationships.
Boost your sales and customer service performance with this efficient workflow linking OpenPhone and Follow Up Boss. Once an incoming call is concluded with OpenPhone, it activates the log of a new inquiry or website event in Follow Up Boss. This seamless transition helps in accelerating the response time to phone calls and cultivating superior customer relationships.
- When this happens...Incoming Call Completed
Triggers when an incoming call is completed. If the call is not picked up by you, the answeredAt field will be null. If the user leaves a voicemail, you will get the recording and a transcription on the same object.
- 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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