Follow Up Boss + Podio
Create new inquiries or website events in Follow Up Boss for new items in Podio
When a new item is detected in your Podio account, this workflow promptly transfers the details to Follow Up Boss as a new inquiry or website event. This seamless data transfer lets you action potential leads quickly, keeping your pipeline filled. Efficiently manage your customer interactions without the need to manually move information between platforms.
When a new item is detected in your Podio account, this workflow promptly transfers the details to Follow Up Boss as a new inquiry or website event. This seamless data transfer lets you action potential leads quickly, keeping your pipeline filled. Efficiently manage your customer interactions without the need to manually move information between platforms.
- When this happens...New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- 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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