Create new Follow Up Boss inquiries or website events from Square appointments
Effortlessly track and manage new appointments from your Square app with this seamless workflow. When a new appointment is scheduled in Square, an inquiry or website event will be instantly created in Follow Up Boss. This integration ensures that all your client information stays up-to-date, allowing you to provide a personalized experience and focus on growing your business.
Effortlessly track and manage new appointments from your Square app with this seamless workflow. When a new appointment is scheduled in Square, an inquiry or website event will be instantly created in Follow Up Boss. This integration ensures that all your client information stays up-to-date, allowing you to provide a personalized experience and focus on growing your business.
- When this happens...New Appointment
Triggers when a new appointment 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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