Create new kvCORE contacts from newly tagged contacts in Follow Up Boss
When a new tag is added to a contact in Follow Up Boss, this workflow will immediately post that contact's details in kvCORE. This allows you to efficiently manage your contact information across different platforms, ensuring no data is missed or duplicated in the process. Simplify and speed up your workflow by having your contact data transferred smoothly from Follow Up Boss to kvCORE.
When a new tag is added to a contact in Follow Up Boss, this workflow will immediately post that contact's details in kvCORE. This allows you to efficiently manage your contact information across different platforms, ensuring no data is missed or duplicated in the process. Simplify and speed up your workflow by having your contact data transferred smoothly from Follow Up Boss to kvCORE.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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