Manage new leads in Tilda Publishing by creating new inquiries or website events in Follow Up Boss
Streamline your lead management process with this handy workflow. When a new lead is received in the Tilda Publishing app, it instantly creates a new inquiry or website event in the Follow Up Boss app. This integration aids in immediate follow-up, ensuring no potential client slips through the cracks while enhancing your customer service efficiency.
Streamline your lead management process with this handy workflow. When a new lead is received in the Tilda Publishing app, it instantly creates a new inquiry or website event in the Follow Up Boss app. This integration aids in immediate follow-up, ensuring no potential client slips through the cracks while enhancing your customer service efficiency.
- When this happens...New Lead
Triggers when a new lead is sent from a website form.
- 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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