Create Knowify clients from new Follow Up Boss contacts
Effortlessly manage your new contacts with this powerful workflow between Follow Up Boss and Knowify. When a new contact is added in Follow Up Boss, this automation will create a new client in Knowify, ensuring that your client list in Knowify stays up-to-date with your latest contacts. Keep your focus on providing great service rather than manually transferring information between the two platforms.
Effortlessly manage your new contacts with this powerful workflow between Follow Up Boss and Knowify. When a new contact is added in Follow Up Boss, this automation will create a new client in Knowify, ensuring that your client list in Knowify stays up-to-date with your latest contacts. Keep your focus on providing great service rather than manually transferring information between the two platforms.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Client
Creates a new client.
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