Notify team member, create project in Asana, and add contact in kvCORE when new lead is tagged in Follow Up Boss

Notify your team when a new lead is tagged in Follow Up Boss, send an email via Gmail, create a project in Asana, and add a contact in kvCORE. Ensure timely follow-up and organized client interactions for better engagement.

Notify team member, create project in Asana, and add contact in kvCORE when new lead is tagged in Follow Up Boss

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Overview

Notify your team when a new lead is tagged in Follow Up Boss, send an email via Gmail, create a project in Asana, and add a contact in kvCORE. Ensure timely follow-up and organized client interactions for better engagement.

Notify team member, create project in Asana, and add contact in kvCORE when new lead is tagged in Follow Up Boss