Follow Up Boss + Popl
Apply action plans to new contacts in Follow Up Boss when there's a new contact for your account in Popl
Create stronger connections with your new contacts effortlessly. Whenever a new contact is added in the Popl app, this workflow springs into action, applying an action plan to the same contact in Follow Up Boss. Benefit from a streamlined process as it eliminates manual data entry, speeding up your response time, and ensuring that none of your new contacts slips through the cracks.
Create stronger connections with your new contacts effortlessly. Whenever a new contact is added in the Popl app, this workflow springs into action, applying an action plan to the same contact in Follow Up Boss. Benefit from a streamlined process as it eliminates manual data entry, speeding up your response time, and ensuring that none of your new contacts slips through the cracks.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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- 14 day trial for premium features & apps
New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
