Create new Follow Up Boss inquiries or website events from new Smartsheet rows
With this workflow, whenever a New Row occurs in Smartsheet, it sparks a New Inquiry or Website Event in Follow Up Boss. It's an effortless way of nurturing leads and tracking your online events. Don't worry about manual data entry; let this workflow handle it and spend your time developing relationships with potential customers.
With this workflow, whenever a New Row occurs in Smartsheet, it sparks a New Inquiry or Website Event in Follow Up Boss. It's an effortless way of nurturing leads and tracking your online events. Don't worry about manual data entry; let this workflow handle it and spend your time developing relationships with potential customers.
- When this happens...New Row
Triggers when a new row is added.
- 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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