Create new client and home details in Homebot from Follow Up Boss updates
Create new client and home details in Homebot from Follow Up Boss updates
Create new clients and their home details in Homebot when a contact's stage updates to closed in Follow Up Boss, while filtering out specific client categories for targeted onboarding and improved data management.
Workflow preview:
Zap details:
Overview
Create new clients and their home details in Homebot when a contact's stage updates to closed in Follow Up Boss, while filtering out specific client categories for targeted onboarding and improved data management.