Create new LionDesk contacts from new Follow Up Boss contacts
Keep track of your leads seamlessly with this automation. When a new contact is added in Follow Up Boss, it spontaneously creates that contact in LionDesk too. This workflow helps you efficiently manage contacts, ensuring no lead slips through the cracks while eliminating manual data entry. Make the most of your CRM and sales software with real-time updates.
Keep track of your leads seamlessly with this automation. When a new contact is added in Follow Up Boss, it spontaneously creates that contact in LionDesk too. This workflow helps you efficiently manage contacts, ensuring no lead slips through the cracks while eliminating manual data entry. Make the most of your CRM and sales software with real-time updates.
- 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 in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does not have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
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