Reassign agents in Follow Up Boss for new or updated contacts in Capsule CRM
Effortlessly manage your contacts and sales agents with this Capsule CRM and Follow Up Boss automation. When a contact is added or updated in Capsule CRM, this workflow will reassign the corresponding agent in Follow Up Boss. Save time on manual updates and maintain an organized CRM system by employing this simple solution.
Effortlessly manage your contacts and sales agents with this Capsule CRM and Follow Up Boss automation. When a contact is added or updated in Capsule CRM, this workflow will reassign the corresponding agent in Follow Up Boss. Save time on manual updates and maintain an organized CRM system by employing this simple solution.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Reassign Agent
Assign a different agent to this contact.
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