Create new Follow Up Boss inquiries or website events from matched Pipedrive activity filters
Effortlessly manage your sales leads by connecting Pipedrive and Follow Up Boss. With this workflow, when a Pipedrive activity matches a specified filter, a new inquiry or website event is created in Follow Up Boss, allowing you to stay organized and on top of your outreach. Streamline your sales process, save time, and never miss an opportunity to connect with potential clients.
Effortlessly manage your sales leads by connecting Pipedrive and Follow Up Boss. With this workflow, when a Pipedrive activity matches a specified filter, a new inquiry or website event is created in Follow Up Boss, allowing you to stay organized and on top of your outreach. Streamline your sales process, save time, and never miss an opportunity to connect with potential clients.
- When this happens...Activity Matching Filter
Triggers when an activity 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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