Update Podio items whenever Follow Up Boss deal stages are updated
Keep your sales process organized and efficient with this workflow. When a deal stage is updated in Follow Up Boss, an item is immediately created in Podio. This automation not only saves time but also helps ensure a seamless transition between stages, maintaining consistent data across platforms. Enhance your productivity by implementing this process in your sales operations.
Keep your sales process organized and efficient with this workflow. When a deal stage is updated in Follow Up Boss, an item is immediately created in Podio. This automation not only saves time but also helps ensure a seamless transition between stages, maintaining consistent data across platforms. Enhance your productivity by implementing this process in your sales operations.
- When this happens...Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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