FLUENT BOARDS - ISSUE: I have set up Fluent CRM automations with Fluent Boards for our lead management system.
CRM Trigger > Contact Created Boards Action > Add to Board
The Issue The problem is, every time a new contact is added to the board, there is a duplicate (that is to say, there is two new 'tasks' instead of one).
where do you have that action? I do not see an 'Contact Created Boards Action' anywhere
Create a new automation. The trigger to start the automation is 'Contact Created'. Then you create an 'action' that is activated by the trigger. The action is under Fluent boards (see image below). You add an action to the board.
When you add the action to the board, use the dynamic content to make the 'Task Title' {{contact.full_name}}.
And now we can create a front end dashboard for a sales team to manage leads without the need for them to login to WP.
Sample of lead management style dashboard
Rather than: CRM Trigger > Contact Created Boards Action > Add to Board
It should have been:
CRM Trigger > Contact Created
Boards Action > Add to Board
what version of FluentBoards do you have? I do not see those
I have the pro upgrade and the pro version of Fluent CRM.
Shahjahan Jewel - Any response would be good?
We are looking into it.