Add new Zoho CRM leads as collaborators in Follow Up Boss
Effortlessly keep your team in the loop with this seamless workflow between Zoho CRM and Follow Up Boss. When a new lead is created in Zoho CRM, this automation will instantly add collaborators in Follow Up Boss, ensuring everyone stays updated on the latest leads and can efficiently coordinate their follow-ups. Spend more time nurturing relationships and less time on manual data entry with this convenient integration.
Effortlessly keep your team in the loop with this seamless workflow between Zoho CRM and Follow Up Boss. When a new lead is created in Zoho CRM, this automation will instantly add collaborators in Follow Up Boss, ensuring everyone stays updated on the latest leads and can efficiently coordinate their follow-ups. Spend more time nurturing relationships and less time on manual data entry with this convenient integration.
- When this happens...New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It