Manage Capsule CRM new or updated contacts by creating or updating them in Follow Up Boss without triggering action plans
Keep your Capsule CRM and Follow Up Boss contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, this automation will create or update the contact in Follow Up Boss, without triggering any action plans. Streamline your contact management and ensure consistent information across both platforms seamlessly.
Keep your Capsule CRM and Follow Up Boss contacts in sync with this efficient workflow. Whenever a new or updated contact is detected in Capsule CRM, this automation will create or update the contact in Follow Up Boss, without triggering any action plans. Streamline your contact management and ensure consistent information across both platforms seamlessly.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- 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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