Create Help Scout notes for new Follow Up Boss contacts
Effortlessly track your new Follow Up Boss contacts in Help Scout by seamlessly adding notes for each contact. With this workflow, whenever a new contact is added in Follow Up Boss, a note will be created in Help Scout, ensuring all vital information is readily available in one place. Stay organized and never miss crucial client details with this powerful integration.
Effortlessly track your new Follow Up Boss contacts in Help Scout by seamlessly adding notes for each contact. With this workflow, whenever a new contact is added in Follow Up Boss, a note will be created in Help Scout, ensuring all vital information is readily available in one place. Stay organized and never miss crucial client details with this powerful integration.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Add Note
Adds a note to existing conversation.
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