Create or update contacts in Follow Up Boss when new leads appear in TheGenie Marketing Hub
When a new lead comes into your TheGenie Marketing Hub, this workflow ensures they are promptly added or updated in Follow Up Boss, without triggering any action plans. This streamlines your lead management, saving you time on manual data entry and keeping your focus where it's needed most - on nurturing those potential clients.
When a new lead comes into your TheGenie Marketing Hub, this workflow ensures they are promptly added or updated in Follow Up Boss, without triggering any action plans. This streamlines your lead management, saving you time on manual data entry and keeping your focus where it's needed most - on nurturing those potential clients.
- When this happens...New Lead
Triggers when a new lead is received from TheGenie platform.
- 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
Triggers when a new lead is received from TheGenie platform.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
Source Lead Id
Partner IdRequired
First Name
Last Name
Email Address
Phone Number
Referring Url
Note
Tags
UtmSource
Utm Medium
Utm Campaign
Utm Term
Utm Content
New 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 ItTag nameRequired
Try It