1.Detect pipeline stage change
Integrate HighLevel, CRM pipeline data, and routing rules to detect a lead moved to the configured stage.
Update lost lead record and reassign owner for review
Automatically monitor pipeline stage changes across HighLevel and Follow Up Boss. Create and update when leads move to lost, select configured stage, or get marked lostβso you can reassign owners, apply disposition tags, and log call notes without manual follow-up.
How this automation accelerates lost lead recovery
When a lead moves to the configured lost stage and ownership stays wrong, follow-up stalls and opportunities slip. This automation finds the contact, reassigns the owner and tags, and creates a call noteβso your team can act fast.
Levor swap with your favorite app
2.Find the matching contact
Integrate Follow Up Boss and contact lookup tools to locate the contact by the source identifier.
Follow Up Bossor swap with your favorite app
3.Reassign contact owner
Integrate Follow Up Boss and owner mapping tools to reassign the contact to the right client care owner.
4.Add disposition tags
Integrate Follow Up Boss and tagging tools to add stop communication and disposition labels to the contact.
5.Create call note
Integrate Follow Up Boss and notes systems to create a timestamped call summary note linked to the contact.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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