Create clients in Content Snare from new contacts in Follow Up Boss
Effortlessly streamline your client onboarding process with this automation that connects Follow Up Boss and Content Snare. When you add a new contact in Follow Up Boss, this workflow will instantly create a client in Content Snare, ensuring a seamless transition between the two apps while saving you valuable time in managing your client data. Keep your focus on delivering exceptional service by letting this integration take care of the backend tasks.
Effortlessly streamline your client onboarding process with this automation that connects Follow Up Boss and Content Snare. When you add a new contact in Follow Up Boss, this workflow will instantly create a client in Content Snare, ensuring a seamless transition between the two apps while saving you valuable time in managing your client data. Keep your focus on delivering exceptional service by letting this integration take care of the backend tasks.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Client
Creates a new client.
- Free forever for core features
- 14 day trial for premium features & apps