Manage task changes in ClickUp to create or update contacts in Follow Up Boss without triggering action plans
Stay on top of your client data effortlessly with this efficient workflow. When any task changes occur in ClickUp, it updates or creates new, specific contacts in Follow Up Boss, all without setting off any action plans. This allows for prompt updates on task modifications and aids in effective customer relationship management.
Stay on top of your client data effortlessly with this efficient workflow. When any task changes occur in ClickUp, it updates or creates new, specific contacts in Follow Up Boss, all without setting off any action plans. This allows for prompt updates on task modifications and aids in effective customer relationship management.
- When this happens...Task Changes
Triggers when a task changes.
- 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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