ClickFunnels + Follow Up Boss
Identify new contacts in ClickFunnels and create or update them without triggering action plans in Follow Up Boss
When a new contact is identified in ClickFunnels, this workflow ensures that their details are instantly updated or added in Follow Up Boss. This automation declutters your Follow Up Boss schedule, accurately captures critical contact information, and aids in maintaining a streamlined contact database in your sales process. Consequently, it enhances your productivity while saving you precious time.
When a new contact is identified in ClickFunnels, this workflow ensures that their details are instantly updated or added in Follow Up Boss. This automation declutters your Follow Up Boss schedule, accurately captures critical contact information, and aids in maintaining a streamlined contact database in your sales process. Consequently, it enhances your productivity while saving you precious time.
- When this happens...Contact Identified
Triggers when a new Contact or an existing anonymous Contact is identified by email address or phone number.
- 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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