Add new Follow Up Boss contacts to Cloze as people
Easily keep track of new contacts in your Follow Up Boss app by automatically updating or creating a person in your Cloze CRM. With this seamless workflow, you can ensure your Cloze database stays up-to-date with the latest contact information, allowing you to better manage relationships and improve your sales process. Stay organized and focused on growing your business without worrying about manual data entry.
Easily keep track of new contacts in your Follow Up Boss app by automatically updating or creating a person in your Cloze CRM. With this seamless workflow, you can ensure your Cloze database stays up-to-date with the latest contact information, allowing you to better manage relationships and improve your sales process. Stay organized and focused on growing your business without worrying about manual data entry.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create/Update a Person
Creates or updates a person.
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