Apply an action plan to new contacts in Follow Up Boss when invitees are created in Calendly
Streamline your meeting follow-ups with this workflow. When a new invitee is created in Calendly, it immediately applies an action plan to that contact in Follow Up Boss. This takes away the need for manual data entry, ensuring your contacts are efficiently managed and all actions are captured in real-time. Perfect for those who want to nurture relationships and stay on top of tasks effortlessly.
Streamline your meeting follow-ups with this workflow. When a new invitee is created in Calendly, it immediately applies an action plan to that contact in Follow Up Boss. This takes away the need for manual data entry, ensuring your contacts are efficiently managed and all actions are captured in real-time. Perfect for those who want to nurture relationships and stay on top of tasks effortlessly.
- When this happens...Invitee Created
Triggers when an invitee schedules an event
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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