Create new inquiries or website events in Follow Up Boss for new contacts in Wealthbox CRM
Effortlessly keep track of new potential clients with this seamless workflow between Wealthbox CRM and Follow Up Boss. When a new contact is added in Wealthbox CRM, it will create a new inquiry or website event in Follow Up Boss, ensuring you never miss a follow-up opportunity. Stay organized and maintain excellent communication with your clients using this automation.
Effortlessly keep track of new potential clients with this seamless workflow between Wealthbox CRM and Follow Up Boss. When a new contact is added in Wealthbox CRM, it will create a new inquiry or website event in Follow Up Boss, ensuring you never miss a follow-up opportunity. Stay organized and maintain excellent communication with your clients using this automation.
- When this happens...New Contact
Triggers when a new contact 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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