Update and manage leads in Communities CRM to create notes in Follow Up Boss
When a lead is updated in Communities CRM, this workflow ensures it instantly makes a corresponding note in Follow Up Boss. This process ensures that all changes in your CRM are precisely reflected in your follow-ups, keeping your business data consistent and up-to-date. Also, it takes away the manual task of inputting the same data in both applications, letting you utilize this time to focus on more important tasks.
When a lead is updated in Communities CRM, this workflow ensures it instantly makes a corresponding note in Follow Up Boss. This process ensures that all changes in your CRM are precisely reflected in your follow-ups, keeping your business data consistent and up-to-date. Also, it takes away the manual task of inputting the same data in both applications, letting you utilize this time to focus on more important tasks.
- When this happens...Update Lead
Triggers when a lead was updated inside the Rainmaker.
- automatically do this!Create Note
Creates a note on a contact
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