Apply action plans to new Follow Up Boss contacts from matching Google Calendar events
Never miss a chance to act timely with this efficient automation. When you set up an event in Google Calendar, it prompts Follow Up Boss to apply an action plan to a contact directly. This seamless workflow assists you in ensuring that critical steps are never overlooked, enhancing your business productivity and client engagement.
Never miss a chance to act timely with this efficient automation. When you set up an event in Google Calendar, it prompts Follow Up Boss to apply an action plan to a contact directly. This seamless workflow assists you in ensuring that critical steps are never overlooked, enhancing your business productivity and client engagement.
- When this happens...New Event Matching Search
Triggers when an event is created that matches a search.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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