Create new deals in Follow Up Boss whenever there are new entries in Cognito Forms
Manage your leads more efficiently with this automation. When a new entry is made in Cognito Forms, it immediately triggers the creation of a deal in Follow Up Boss. It keeps your sales pipeline updated, ensuring no leads fall through the cracks, and saves you time on manual data entry.
Manage your leads more efficiently with this automation. When a new entry is made in Cognito Forms, it immediately triggers the creation of a deal in Follow Up Boss. It keeps your sales pipeline updated, ensuring no leads fall through the cracks, and saves you time on manual data entry.
- When this happens...New Entry
Triggers when someone fills out your form.
- automatically do this!Create Deal
Creates a deal on a contact.
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