Agent Legend + Follow Up Boss
Add updated Agent Legend contacts to Follow Up Boss without triggering action plans
Effortlessly keep your contact list up-to-date with this seamless workflow. Whenever a new contact is added to a campaign in Agent Legend, it will instantly create or update the contact in Follow Up Boss without triggering any action plans. This way, you stay organized and keep your contacts in sync across platforms, while ensuring they receive the right communication at the right time.
Effortlessly keep your contact list up-to-date with this seamless workflow. Whenever a new contact is added to a campaign in Agent Legend, it will instantly create or update the contact in Follow Up Boss without triggering any action plans. This way, you stay organized and keep your contacts in sync across platforms, while ensuring they receive the right communication at the right time.
- When this happens...Contact Added to Campaign
Triggers when a contact is added to a campaign.
- 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!
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Contact Added to Campaign
Triggers when a contact is added to a campaign.
Try ItCampaignRequired
Email Address
First Name
Last Name
Phone Number
Birthday
Property Address
Property URL
Property Street
Property City
Property State
Property Zip Code
Closing Anniversary
Contact IDRequired
First Name
Last Name
Email
Phone
Archived
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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