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.

Create new client and home details in Homebot from Follow Up Boss updates

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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.

Create new client and home details in Homebot from Follow Up Boss updates