Tymbl Dialer integration with Follow Up Boss
How to Create Follow Up Boss notes for newly updated Tymbl leads
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Follow Up Boss notes for newly updated Tymbl leads" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Tymbl Dialer integrations
Tymbl Dialer actions
Nekton can use any feature that is available in Tymbl Dialer API.
Using our advanced AI, you can easily create custom automations for Tymbl Dialer.
Here are some typical actions you can do in your automated workflows.
Create Lead and Send SMS
Creates a Lead and sends him a text message
Create Lead
You can export leads from CRM
Change Lead
Triggers when a lead is changed.
About Tymbl Dialer
Power dialer prospecting platform built for salespeople, by salespeople.