Create Zoho CRM module entries from new deals in Follow Up Boss
Simplify your sales process with this efficient workflow. When a new deal is agreed upon in Follow Up Boss, an entry is instantly created in your Zoho CRM. This makes tracking and managing your business transactions easier, giving you more time to focus on building client relationships.
Simplify your sales process with this efficient workflow. When a new deal is agreed upon in Follow Up Boss, an entry is instantly created in your Zoho CRM. This makes tracking and managing your business transactions easier, giving you more time to focus on building client relationships.
- When this happens...New Deal
Fires when a new deal is created in Follow Up Boss.
- automatically do this!Create Module Entry
Creates a new entry in a module
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