Create or update Follow Up Boss contacts when new folders are added in Google Drive
Effortlessly organize your clients in Google Drive and Follow Up Boss with this seamless workflow. When a new folder is created in Google Drive, a contact will be created or updated in Follow Up Boss without triggering any action plans. This way, maintaining essential client records becomes more efficient and eliminates manual data entry.
Effortlessly organize your clients in Google Drive and Follow Up Boss with this seamless workflow. When a new folder is created in Google Drive, a contact will be created or updated in Follow Up Boss without triggering any action plans. This way, maintaining essential client records becomes more efficient and eliminates manual data entry.
- When this happens...New Folder
Triggers when a new folder is added directly to a specific folder (but not its subfolders).
- 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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