Create or update Follow Up Boss contacts when new BizConnect contacts are added
Effortlessly keep your contact list up to date with this handy workflow. When a new contact is added in BizConnect, it will automatically create or update the contact in Follow Up Boss without triggering action plans. Save time and stay organized by seamlessly connecting your BizConnect and Follow Up Boss accounts.
Effortlessly keep your contact list up to date with this handy workflow. When a new contact is added in BizConnect, it will automatically create or update the contact in Follow Up Boss without triggering action plans. Save time and stay organized by seamlessly connecting your BizConnect and Follow Up Boss accounts.
- When this happens...New Contact
Triggers when a new contact is created.
- 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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