Add tags to Follow Up Boss contacts when WooSender opportunities move to a new pipeline or stage
Easily manage your sales pipeline with this WooSender and Follow Up Boss automation. When a new opportunity is added or moved to a specific pipeline stage in WooSender, this workflow will tag the contact in Follow Up Boss, allowing you to effortlessly monitor their progress and streamline your follow-up process. Stay organized and save time with this seamless integration.
Easily manage your sales pipeline with this WooSender and Follow Up Boss automation. When a new opportunity is added or moved to a specific pipeline stage in WooSender, this workflow will tag the contact in Follow Up Boss, allowing you to effortlessly monitor their progress and streamline your follow-up process. Stay organized and save time with this seamless integration.
- When this happens...Opportunity Added or Moved to Pipeline/Stage
Opportunity Added or Moved to Pipeline/Stage
- automatically do this!Add Tags to a Contact
Adds tags to a contact.
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Appointment Cancelled
Appointment Cancelled By WooSender
Try ItNew Contact
Triggers when a new contact has been added on WooSender.
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try It
Appointment Created
Appointment Created By WooSender
Try ItPipelineRequired
StageRequired
Try ItTagsRequired
Try ItContact ID
Contact Email
Contact Phone Number
Opportunity Name
Same As Contact NameRequired
Heat ScoreRequired
Value
PipelineRequired
StageRequired
Numbers Of ProductsRequired
Update all fields if an opportunity already exists in the same pipelineRequired