Create new Sierra Interactive leads for new Follow Up Boss contacts
Effortlessly maintain an organized and up-to-date contact list with this workflow. As you add a new contact in Follow Up Boss, it instantly searches for a lead in Sierra Interactive, simplifying your real estate lead management process. Save precious time and ensure a streamlined lead tracking system with this seamless integration.
Effortlessly maintain an organized and up-to-date contact list with this workflow. As you add a new contact in Follow Up Boss, it instantly searches for a lead in Sierra Interactive, simplifying your real estate lead management process. Save precious time and ensure a streamlined lead tracking system with this seamless integration.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Find Lead
Find lead in your Sierra account.
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