Create new contacts in IXACT Contact CRM for every new contact in Follow Up Boss
Streamline your contact management with this efficient workflow. When a new contact is added in Follow Up Boss, this process seamlessly records the same information in your IXACT Contact CRM. This removes redundant data entry and keeping both systems updated, allowing you time to focus on forging stronger business relationships.
Streamline your contact management with this efficient workflow. When a new contact is added in Follow Up Boss, this process seamlessly records the same information in your IXACT Contact CRM. This removes redundant data entry and keeping both systems updated, allowing you time to focus on forging stronger business relationships.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Contact
Creates a new Contact record
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