Capture leads from email, format chat data, update Follow Up Boss contacts, and add notes
Capture leads from email, format chat data, update Follow Up Boss contacts, and add notes
Capture leads from website chat interactions by forwarding emails to Zapier. Format the chat data for clarity, then create or update contacts in Follow Up Boss without triggering action plans, ensuring efficient lead management.
Workflow preview:
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Overview
Capture leads from website chat interactions by forwarding emails to Zapier. Format the chat data for clarity, then create or update contacts in Follow Up Boss without triggering action plans, ensuring efficient lead management.