Boulevard + Referral Factory
Qualify users with email in Referral Factory when new appointments are completed in Boulevard
When an appointment concludes in Boulevard, an immediate follow-up is key to fortifying client relationships. This workflow ensures a seamless transition, qualifying the user through their email in the Referral Factory app. It streamlines your customer management, saving you time, and keeping your focus on service excellence. By automating this process, you gain the efficiency of immediate response without the additional task.
When an appointment concludes in Boulevard, an immediate follow-up is key to fortifying client relationships. This workflow ensures a seamless transition, qualifying the user through their email in the Referral Factory app. It streamlines your customer management, saving you time, and keeping your focus on service excellence. By automating this process, you gain the efficiency of immediate response without the additional task.
- When this happens...Appointment Completed
Triggers when an appointment is completed.
- automatically do this!Qualify User With Email
Triggers when a referred user successfully converts. This is when a referred lead becomes qualified.
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