Create tasks in Follow Up Boss for new Paperless Forms entries
Effortlessly manage your leads with this Paperless Forms to Follow Up Boss automation. When a new entry is submitted via Paperless Forms, the workflow creates a task in Follow Up Boss, ensuring timely follow-ups with potential clients. Stay organized and never miss a lead by streamlining your task creation process with this seamless workflow.
Effortlessly manage your leads with this Paperless Forms to Follow Up Boss automation. When a new entry is submitted via Paperless Forms, the workflow creates a task in Follow Up Boss, ensuring timely follow-ups with potential clients. Stay organized and never miss a lead by streamlining your task creation process with this seamless workflow.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Task
Create a task for a contact.
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