Create or update Follow Up Boss contacts when new people are added to Copper
Effortlessly keep your contacts up-to-date in Follow Up Boss when new people are added in Copper. This workflow streamlines your process by creating or updating contacts in Follow Up Boss whenever a new person is added in Copper, ensuring that your contact information stays current without any manual intervention. Save time and focus on building valuable relationships with your customers.
Effortlessly keep your contacts up-to-date in Follow Up Boss when new people are added in Copper. This workflow streamlines your process by creating or updating contacts in Follow Up Boss whenever a new person is added in Copper, ensuring that your contact information stays current without any manual intervention. Save time and focus on building valuable relationships with your customers.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- 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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