1.Detects deal stage updates
Integrate Follow Up Boss and CRM signals to detect stage changes to your configured recruiting stage for the deal send-date workflow.
Record deal send date in CRM and tracker
Automatically monitor recruiting deal stage updates across Follow Up Boss and Google Sheets. Compute send date and update your tracker and CRM when recruiting stage is reached, stage transitions complete, or configured dates remain blankβso you can record send dates without manual data entry or follow-up.
How this automation records send dates across your CRM
When a recruiting deal enters the configured stage, coordinators may miss the moment to capture the send date. This automation looks up the tracker row, updates tracker fields, and computes the canonical send date so your CRM configured send date is filled without manual copying.
Follow Up Bossor swap with your favorite app
2.Looks up the tracker row
Integrate Google Sheets and spreadsheet search tools to find the matching row by deal ID to update the correct tracker record.
Google Sheetsor swap with your favorite app
3.Updates tracker fields
Integrate Google Sheets and worksheet updates to write tracker fields, map source date fields, and set the sent-flag to true.
4.Checks CRM send-date emptiness
Integrate Filter by Zapier and record validation to continue only when the CRM configured send-date field is empty.
Filter by Zapieror swap with your favorite app
5.Computes the canonical send date
Integrate Formatter by Zapier and date logic to choose the tracker date when present, otherwise use the stage-entered timestamp.
Formatter by Zapieror swap with your favorite app
6.Updates the deal send date
Integrate Follow Up Boss and CRM updates to set the deal configured send-date field from the computed send date.
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