Create contacts in ConnectWise Manage for new Follow Up Boss contacts
Effortlessly manage your leads by connecting Follow Up Boss with ConnectWise Manage. With this workflow, every time you add a new contact in Follow Up Boss, a contact is created in ConnectWise Manage. This seamless process ensures your sales pipeline stays organized and up-to-date, so you can focus on building relationships with potential clients.
Effortlessly manage your leads by connecting Follow Up Boss with ConnectWise Manage. With this workflow, every time you add a new contact in Follow Up Boss, a contact is created in ConnectWise Manage. This seamless process ensures your sales pipeline stays organized and up-to-date, so you can focus on building relationships with potential clients.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Contact
Creates a new contact.
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