17hats + Follow Up Boss
Manage 17hats updated contacts by creating or updating them in Follow Up Boss without triggering action plans
Effortlessly keep your contacts updated between 17hats and Follow Up Boss with this automation. When a contact is updated in 17hats, this workflow will ensure the contact details are also updated in Follow Up Boss without triggering action plans. Stay organized and enhance client engagement by maintaining accurate contact information across both platforms.
Effortlessly keep your contacts updated between 17hats and Follow Up Boss with this automation. When a contact is updated in 17hats, this workflow will ensure the contact details are also updated in Follow Up Boss without triggering action plans. Stay organized and enhance client engagement by maintaining accurate contact information across both platforms.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
New Deal
Fires when a new deal is created in Follow Up Boss.
Try It
