Create or update Follow Up Boss contacts when new leads are added in Popl for any team member
Improve your lead management with this workflow. When a new lead is detected in the Popl app, it will immediately create or update the contact information in your Follow Up Boss system, without initiating any action plans. It's an efficient way to keep your lead data up-to-date seamlessly, letting you focus on providing top-notch service to your clients.
Improve your lead management with this workflow. When a new lead is detected in the Popl app, it will immediately create or update the contact information in your Follow Up Boss system, without initiating any action plans. It's an efficient way to keep your lead data up-to-date seamlessly, letting you focus on providing top-notch service to your clients.
- When this happens...New Lead (For Any Team Member)
Triggers when any member of your team collects a new lead.
- 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!
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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It