Create or update Follow Up Boss contacts when new buyer export events occur in InvestorBase
Easily manage your potential investors with this useful workflow. When a new buyer is added in the InvestorBase app, this automation seamlessly creates or updates the contact in your Follow Up Boss system without initiating certain action plans. Ensuring your contact information always stays up-to-date and organized, this setup saves you from unnecessary manual data entry and allows you to focus on building strong relationships with your investors.
Easily manage your potential investors with this useful workflow. When a new buyer is added in the InvestorBase app, this automation seamlessly creates or updates the contact in your Follow Up Boss system without initiating certain action plans. Ensuring your contact information always stays up-to-date and organized, this setup saves you from unnecessary manual data entry and allows you to focus on building strong relationships with your investors.
- When this happens...New Buyer Export Event
Triggers when you click "Send to Zapier" on a buyer.
- 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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