Follow Up Boss + Trello
Create new Follow Up Boss inquiries or website events from Trello activities
Effortlessly manage inquiries from Trello activities directly within Follow Up Boss with this seamless workflow. When a new activity occurs in Trello, the automation swiftly adds inquiries or website events to your Follow Up Boss account. Streamline your process, ensure every inquiry is handled efficiently in your CRM, and boost your team's productivity by simplifying task management and maintaining excellent client communication.
Effortlessly manage inquiries from Trello activities directly within Follow Up Boss with this seamless workflow. When a new activity occurs in Trello, the automation swiftly adds inquiries or website events to your Follow Up Boss account. Streamline your process, ensure every inquiry is handled efficiently in your CRM, and boost your team's productivity by simplifying task management and maintaining excellent client communication.
- When this happens...New Activity
Triggers when there is activity in Trello.
- 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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