Follow Up Boss + LEX Reception
Create or update contacts in Follow Up Boss when new messages arrive in LEX Reception
Ensure your Follow Up Boss contacts list remains updated with every new message received in the LEX Reception app. This workflow starts as soon as a new message pops up in LEX Reception, leading to the creation or update of a contact in Follow Up Boss without triggering any action plans. It provides an efficient way to keep your contact records current without extra effort on your part.
Ensure your Follow Up Boss contacts list remains updated with every new message received in the LEX Reception app. This workflow starts as soon as a new message pops up in LEX Reception, leading to the creation or update of a contact in Follow Up Boss without triggering any action plans. It provides an efficient way to keep your contact records current without extra effort on your part.
- When this happens...New Message
Triggers when a new message is taken.
- 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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