Process new Follow Up Boss contacts as applicants in Prequal Solutions
Effortlessly manage your leads and streamline your client onboarding process with this powerful integration. When a new contact is added in Follow Up Boss, this workflow automatically processes the applicant in Prequal Solutions, saving you valuable time and ensuring a seamless experience for your prospects. Improve efficiency and optimize lead handling with this simple yet effective automation.
Effortlessly manage your leads and streamline your client onboarding process with this powerful integration. When a new contact is added in Follow Up Boss, this workflow automatically processes the applicant in Prequal Solutions, saving you valuable time and ensuring a seamless experience for your prospects. Improve efficiency and optimize lead handling with this simple yet effective automation.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Process Applicant
Adds a new applicant and processes their prequal.
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