Follow Up Boss + TMetric Integration

Automatically updates deal information based on new criteria or changes

Automatically retrieves and find a deal

Automatically adds new contact without initiating any automated follow-up sequences

Automatically finds and retrieves contact information

Automatically adds tags to a contact

Automatically updates contact details without initiating any action sequences

Automatically reassigns the task to a different agent

Automatically updates the stage of a contact based on particular criteria

Automatically creates a new note in the particular format

Automatically generates a new deal with

Automatically creates a new inquiry or logs a website event

Automatically applies an action plan to a contact

Automatically invites team members to collaborate on projects and share resources

Automatically pauses the action plan for a contact

Automatically creates a new task

Automatically record and save call details for future reference

Automatically creates a new time entry without manual input

Automatically initiates a countdown or stopwatch for tracking time

Automatically stops the timer countdown

Automatically creates a new project

Automatically creates a new task