Capture new leads in Follow Up Boss, send welcome email via SendGrid, and create notes for follow up
Capture new leads in Follow Up Boss, send welcome email via SendGrid, and create notes for follow up
Capture new leads from Jotform submissions, create or update contacts in Follow Up Boss, send a welcome email via SendGrid, and document important details with notes for effective follow-up, ensuring faster onboarding and improved engagement.
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Overview
Capture new leads from Jotform submissions, create or update contacts in Follow Up Boss, send a welcome email via SendGrid, and document important details with notes for effective follow-up, ensuring faster onboarding and improved engagement.