Create notes in Follow Up Boss for updated leads in Curb Hero
Streamline your real estate sales process with this effective workflow. Whenever a lead is updated in the Curb Hero app, a corresponding note is promptly created in the Follow Up Boss app. This automation helps you stay on top of your client updates while making it simple to manage and follow up on leads. It provides a seamless way to ensure no lead falls through the cracks.
Streamline your real estate sales process with this effective workflow. Whenever a lead is updated in the Curb Hero app, a corresponding note is promptly created in the Follow Up Boss app. This automation helps you stay on top of your client updates while making it simple to manage and follow up on leads. It provides a seamless way to ensure no lead falls through the cracks.
- When this happens...Updated Lead
Triggers when a lead is updated in Curb Hero
- automatically do this!Create Note
Creates a note on a contact
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