Create new Follow Up Boss inquiries or website events from new Airtable records
Effortlessly manage your leads by connecting Airtable and Follow Up Boss in a seamless workflow. With this automation, each time a new record is added in Airtable, it will create a new inquiry or website event in Follow Up Boss. Stay organized and never miss an opportunity to follow up with potential clients again.
Effortlessly manage your leads by connecting Airtable and Follow Up Boss in a seamless workflow. With this automation, each time a new record is added in Airtable, it will create a new inquiry or website event in Follow Up Boss. Stay organized and never miss an opportunity to follow up with potential clients again.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!New Inquiry or Website Event
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
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