Update Follow Up Boss contacts stage when Paperless Pipeline transactions status changes
Manage your sales leads more effectively with this integration. When a transaction status changes in the Paperless Pipeline app, the stage of a contact gets updated in the Follow Up Boss app. This seamless workflow saves you time, reduces manual data entry and ensures that your sales process moves forward consistently.
Manage your sales leads more effectively with this integration. When a transaction status changes in the Paperless Pipeline app, the stage of a contact gets updated in the Follow Up Boss app. This seamless workflow saves you time, reduces manual data entry and ensures that your sales process moves forward consistently.
- When this happens...Transaction Status Changed
Triggers when a transaction's status is changed.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing contact.
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