Follow Up Boss + Wealthbox CRM
Add tags to new Wealthbox CRM contacts in Follow Up Boss
Stay organized and responsive with this efficient workflow. When you add a new contact in Wealthbox CRM, it will automatically tag them in your Follow Up Boss app, ensuring that you can quickly identify and engage with new contacts. Save time and improve your follow-ups by streamlining your contact management process across both platforms.
Stay organized and responsive with this efficient workflow. When you add a new contact in Wealthbox CRM, it will automatically tag them in your Follow Up Boss app, ensuring that you can quickly identify and engage with new contacts. Save time and improve your follow-ups by streamlining your contact management process across both platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.