Follow Up Boss + SetSchedule
Add tags to contacts in Follow Up Boss when new opportunities arise in SetSchedule
Boost your efficiency and sales strategy with this seamless workflow. When you discover a new opportunity in SetSchedule, it swiftly adds relevant tags to the corresponding contact in Follow Up Boss. This streamlines your sales processes, allowing you to concentrate more on closing deals, providing a clear solution for managing your contacts efficiently.
Boost your efficiency and sales strategy with this seamless workflow. When you discover a new opportunity in SetSchedule, it swiftly adds relevant tags to the corresponding contact in Follow Up Boss. This streamlines your sales processes, allowing you to concentrate more on closing deals, providing a clear solution for managing your contacts efficiently.
- When this happens...New Opportunity
Triggers when a new opportunity is created.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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- 14 day trial for premium features & apps
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
