Update and manage contacts in Fello Connect when stages change in Follow Up Boss
Manage your client relationships with ease using this Follow Up Boss to Fello Connect workflow. Whenever an update is made to a person’s stage inside Follow Up Boss, the same information will be reflected in Fello Connect by adding or updating the contact details. This ensures consistent and up-to-date records across both platforms, saving you the time and effort of manual data entry. Keep your focus on fostering those important business connections.
Manage your client relationships with ease using this Follow Up Boss to Fello Connect workflow. Whenever an update is made to a person’s stage inside Follow Up Boss, the same information will be reflected in Fello Connect by adding or updating the contact details. This ensures consistent and up-to-date records across both platforms, saving you the time and effort of manual data entry. Keep your focus on fostering those important business connections.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Add or Update Contact
Add or Update Contact from Fello Connect
- Free forever for core features
- 14 day trial for premium features & apps