Follow Up Boss + SetSchedule
Create new inquiries or website events in Follow Up Boss for new opportunities in SetSchedule
Effortlessly manage your sales leads with this SetSchedule and Follow Up Boss integration. Whenever a new opportunity arises in SetSchedule, this workflow will automatically create a new inquiry or website event in Follow Up Boss, ensuring your team stays updated and can take prompt action on valuable leads. Streamline your sales process and ensure no opportunity goes unnoticed.
Effortlessly manage your sales leads with this SetSchedule and Follow Up Boss integration. Whenever a new opportunity arises in SetSchedule, this workflow will automatically create a new inquiry or website event in Follow Up Boss, ensuring your team stays updated and can take prompt action on valuable leads. Streamline your sales process and ensure no opportunity goes unnoticed.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- 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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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
