Manage new Sierra Interactive leads by creating or updating contacts in Follow Up Boss
Efficiently manage your real estate leads with this seamless workflow between Sierra Interactive and Follow Up Boss. When a new lead is added in Sierra Interactive, it will create or update the contact in Follow Up Boss without triggering any action plans. Save time and focus on nurturing relationships while ensuring your client information is up-to-date and organized.
Efficiently manage your real estate leads with this seamless workflow between Sierra Interactive and Follow Up Boss. When a new lead is added in Sierra Interactive, it will create or update the contact in Follow Up Boss without triggering any action plans. Save time and focus on nurturing relationships while ensuring your client information is up-to-date and organized.
- When this happens...New Lead
Triggers when a new lead is created in your account.
- 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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