Create new inquiries or website events in Follow Up Boss for new customers in Square
Stay organized and efficient in managing new customers from Square by automating the process of creating new inquiries or website events in Follow Up Boss. When a new customer is added in Square, this workflow instantly creates a corresponding event or inquiry in Follow Up Boss, ensuring your team can promptly follow up and provide excellent service. Save time and streamline your customer management process with this powerful integration.
Stay organized and efficient in managing new customers from Square by automating the process of creating new inquiries or website events in Follow Up Boss. When a new customer is added in Square, this workflow instantly creates a corresponding event or inquiry in Follow Up Boss, ensuring your team can promptly follow up and provide excellent service. Save time and streamline your customer management process with this powerful integration.
- When this happens...New Customer
Triggers when a new customer 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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