Apply an action plan with Follow Up Boss to new leads from Deluxer
Boost your efficiency with this workflow that ensures no lead slips through the cracks. When a new potential client emerges in Deluxer, this process swiftly applies an action plan to the contact in Follow Up Boss, enhancing your follow-up strategy and simplifying relationship cultivation.
Boost your efficiency with this workflow that ensures no lead slips through the cracks. When a new potential client emerges in Deluxer, this process swiftly applies an action plan to the contact in Follow Up Boss, enhancing your follow-up strategy and simplifying relationship cultivation.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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