Add new Curb Hero leads to Follow Up Boss as collaborators
Boost your efficiency with this seamless workflow that springs into action when a fresh lead surfaces in your Curb Hero app. This process instantly adds the new contact in the Follow Up Boss system, ensuring every prospect is promptly attended to. Benefit from reduced manual entry, allocating more time for nurturing vital client relationships.
Boost your efficiency with this seamless workflow that springs into action when a fresh lead surfaces in your Curb Hero app. This process instantly adds the new contact in the Follow Up Boss system, ensuring every prospect is promptly attended to. Benefit from reduced manual entry, allocating more time for nurturing vital client relationships.
- When this happens...New Lead
Triggers when a new lead is added in Curb Hero
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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