Update stages in Follow Up Boss and create new contacts or leads in Keller Williams Command
Keep your contact management streamlined and efficient. With this workflow, whenever an update is made to a person's stage in Follow Up Boss, the same will create a new contact or lead in Keller Williams Command. This automation helps in ensuring all your contact information is up to date across platforms, saving you time and maintaining consistency.
Keep your contact management streamlined and efficient. With this workflow, whenever an update is made to a person's stage in Follow Up Boss, the same will create a new contact or lead in Keller Williams Command. This automation helps in ensuring all your contact information is up to date across platforms, saving you time and maintaining consistency.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Create Contact or Lead
Creates a new contact.
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