Change stages of Follow Up Boss contacts when new or updated rows are detected in Google Sheets
Stay organized and efficient in customer relations management. This workflow activates when modifications are made to a row in your Google Sheets and applies those updates to change the contact stage in your Follow Up Boss app. This lets you keep track of progress and ensuing steps needed per contact without having to manually update the system. It's an ideal way to ensure your customer management process is nimble and responsive.
Stay organized and efficient in customer relations management. This workflow activates when modifications are made to a row in your Google Sheets and applies those updates to change the contact stage in your Follow Up Boss app. This lets you keep track of progress and ensuing steps needed per contact without having to manually update the system. It's an ideal way to ensure your customer management process is nimble and responsive.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Change Stage of a Contact
Changes the stage of an existing contact.
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