Create Dubsado projects from new Follow Up Boss contacts
Effortlessly manage your customer journey with this seamless solution between Follow Up Boss and Dubsado. As soon as a new contact is added in Follow Up Boss, this workflow instantly creates a project for them in Dubsado, saving you time and ensuring a smooth experience for your clients. Keep your customer data organized and up-to-date without manual intervention.
Effortlessly manage your customer journey with this seamless solution between Follow Up Boss and Dubsado. As soon as a new contact is added in Follow Up Boss, this workflow instantly creates a project for them in Dubsado, saving you time and ensuring a smooth experience for your clients. Keep your customer data organized and up-to-date without manual intervention.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Project
Creates a new project.
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