Add tags to Follow Up Boss contacts and create TrueReview requests
Easily streamline your review request process when a tag is added to a contact in Follow Up Boss. This workflow creates a new review request in TrueReview, ensuring that you gather valuable feedback from your clients in a timely manner. Save time and effort by automating this essential step in your customer relationship management.
Easily streamline your review request process when a tag is added to a contact in Follow Up Boss. This workflow creates a new review request in TrueReview, ensuring that you gather valuable feedback from your clients in a timely manner. Save time and effort by automating this essential step in your customer relationship management.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Request
Creates a request
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