Create deals in Follow Up Boss for new records in Airtable
Generate and manage your business deals more efficiently with this workflow. When a new record is added in Airtable, it initiates the creation of a deal in Follow Up Boss. This seamless integration ensures your sales team can quickly and easily respond to new opportunities, streamlining your engagement process and boosting productivity.
Generate and manage your business deals more efficiently with this workflow. When a new record is added in Airtable, it initiates the creation of a deal in Follow Up Boss. This seamless integration ensures your sales team can quickly and easily respond to new opportunities, streamlining your engagement process and boosting productivity.
- 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!Create Deal
Creates a deal on a contact.
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Lookup FieldRequired
Secondary Lookup Field
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Help Text
Which timestamp field should this Zap use to check for updates?Required
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BaseRequired
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RecordRequired
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