Capture new leads in Follow Up Boss, and log details in Google Sheets from Keap tags
Capture new leads in Follow Up Boss, and log details in Google Sheets from Keap tags
Capture new leads from Keap by tagging contacts, notify Follow Up Boss of inquiries, and create a new row in Google Sheets for organized record-keeping. This ensures timely follow-up and efficient management of sales inquiries.
Workflow preview:
Zap details:
Overview
Capture new leads from Keap by tagging contacts, notify Follow Up Boss of inquiries, and create a new row in Google Sheets for organized record-keeping. This ensures timely follow-up and efficient management of sales inquiries.