Create inquiries or website events in Follow Up Boss for updated deal stages in Pipedrive
Effortlessly keep track of deal updates in Pipedrive with this convenient workflow. When a deal stage is updated in Pipedrive, it will create a new inquiry or website event in Follow Up Boss, keeping your team informed and streamlining your sales process. Stay organized and enhance communication without any manual effort using this time-saving automation.
Effortlessly keep track of deal updates in Pipedrive with this convenient workflow. When a deal stage is updated in Pipedrive, it will create a new inquiry or website event in Follow Up Boss, keeping your team informed and streamlining your sales process. Stay organized and enhance communication without any manual effort using this time-saving automation.
- When this happens...Updated Deal Stage
Triggers when a deal's stage is updated.
- 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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