Create new Follow Up Boss inquiries or website events from matched Pipedrive deals
Streamline your sales process by connecting Pipedrive and Follow Up Boss with this efficient workflow. When a deal matches a specific filter in Pipedrive, a new inquiry or website event is created in Follow Up Boss, ensuring that important leads are managed effectively. Save time and improve lead nurturing with this seamless automation.
Streamline your sales process by connecting Pipedrive and Follow Up Boss with this efficient workflow. When a deal matches a specific filter in Pipedrive, a new inquiry or website event is created in Follow Up Boss, ensuring that important leads are managed effectively. Save time and improve lead nurturing with this seamless automation.
- When this happens...Deal Matching Filter
Triggers when a deal matches a Pipedrive filter.
- 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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