Create Follow Up Boss inquiries or website events from new Zoho CRM leads
Easily streamline your sales process with this efficient workflow. When a new lead is added in Zoho CRM, it instantly creates a new inquiry or website event in Follow Up Boss, helping your team to prioritize and respond to potential clients more effectively. Connect your Zoho CRM and Follow Up Boss accounts to start organizing leads and improving your overall customer experience.
Easily streamline your sales process with this efficient workflow. When a new lead is added in Zoho CRM, it instantly creates a new inquiry or website event in Follow Up Boss, helping your team to prioritize and respond to potential clients more effectively. Connect your Zoho CRM and Follow Up Boss accounts to start organizing leads and improving your overall customer experience.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- 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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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It