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