DeltaNet CRM + Follow Up Boss
Create or update Follow Up Boss contacts without triggering action plans for new DeltaNet CRM leads
When a new lead is captured in your DeltaNet CRM, this workflow ensures their information is instantly updated or created in Follow Up Boss, all without launching any action plans. Save time by eliminating manual data entry and keep your customer information consistently updated across both platforms. This efficient workflow gives you more time to focus on converting leads rather than juggling data.
When a new lead is captured in your DeltaNet CRM, this workflow ensures their information is instantly updated or created in Follow Up Boss, all without launching any action plans. Save time by eliminating manual data entry and keep your customer information consistently updated across both platforms. This efficient workflow gives you more time to focus on converting leads rather than juggling data.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
Processed/Unprocessed Lead
Request Type
Request Source
Customer Group
Showing Type
Assigned Agent
Office
Assignment Type
Try ItFirst NameRequired
Last NameRequired
emailRequired
Cell Phone
Daytime phone
Evening Phone
Note
customer_emailRequired
Blog IdRequired
EmailRequired
Group IDRequired
Processed/Unprocessed request
Request Type
Request Source
Customer Groups
Showing Type
Assigned Agent
Office
Assignment Type
Try Itcustomer_emailRequired
NoteRequired
Date
Customer emailRequired
Start DateRequired
RepeatRequired
End Date
ActionRequired
Note
Start dateRequired
End dateRequired
Event TitleRequired
Event Info
