Create tasks in AgencyZoom for new contacts in Follow Up Boss
Effortlessly manage your contacts with this efficient workflow. When a new contact is added in Follow Up Boss, a task will be created in AgencyZoom, ensuring a seamless transition between platforms. Stay organized without manual data entry, and focus on providing exceptional service to your clients.
Effortlessly manage your contacts with this efficient workflow. When a new contact is added in Follow Up Boss, a task will be created in AgencyZoom, ensuring a seamless transition between platforms. Stay organized without manual data entry, and focus on providing exceptional service to your clients.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Task
Create a task in Agencyzoom.
- Free forever for core features
- 14 day trial for premium features & apps