ClickUp + Follow Up Boss
Create or update Follow Up Boss contacts from new ClickUp tasks without triggering action plans
Effortlessly manage your contacts between ClickUp and Follow Up Boss with this handy workflow. Whenever a new task is created in ClickUp, the automation will create or update a contact in Follow Up Boss without triggering any action plans, ensuring that your contact list stays updated and organized. Save time on manual contact management and focus on what matters most - building relationships and closing deals.
Effortlessly manage your contacts between ClickUp and Follow Up Boss with this handy workflow. Whenever a new task is created in ClickUp, the automation will create or update a contact in Follow Up Boss without triggering any action plans, ensuring that your contact list stays updated and organized. Save time on manual contact management and focus on what matters most - building relationships and closing deals.
- When this happens...New Task
Triggers when tasks are added.
- 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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