BoldLeads + Follow Up Boss
Create or update Follow Up Boss contacts for new BoldLeads leads without triggering action plans
Effortlessly manage your new leads from BoldLeads and ensure they're properly organized in Follow Up Boss with this seamless workflow. When a new lead is generated in BoldLeads, it will create or update a contact in Follow Up Boss without triggering action plans. This way, you can quickly consolidate your leads and focus on building strong relationships with potential clients.
Effortlessly manage your new leads from BoldLeads and ensure they're properly organized in Follow Up Boss with this seamless workflow. When a new lead is generated in BoldLeads, it will create or update a contact in Follow Up Boss without triggering action plans. This way, you can quickly consolidate your leads and focus on building strong relationships with potential clients.
- When this happens...New Lead
Triggers when a new Lead 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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