Follow Up Boss + SetSchedule
Create or update Follow Up Boss contacts for new SetSchedule opportunities
Effortlessly manage your leads with this streamlined workflow that connects SetSchedule and Follow Up Boss. When a new opportunity arises in SetSchedule, this automation ensures the contact is created or updated in Follow Up Boss without starting any action plans. Stay organized and never miss a chance to nurture potential clients with this seamless integration.
Effortlessly manage your leads with this streamlined workflow that connects SetSchedule and Follow Up Boss. When a new opportunity arises in SetSchedule, this automation ensures the contact is created or updated in Follow Up Boss without starting any action plans. Stay organized and never miss a chance to nurture potential clients with this seamless integration.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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New Opportunity
Triggers when a new opportunity is created.
Try ItTypeRequired
Full NameRequired
Email
Phone
Address Line
CityRequired
StateRequired
Region
ZipRequired
LatitudeRequired
LongitudeRequired
Price
Notes
TemperatureRequired
Next Activity
Schedule To
Type
Full Name
Email
Phone
Address Line
City
State
Region
Zip
Price
Latitude
Longitude
New Deal
Fires when a new deal is created in Follow Up Boss.
Try It
