Create new LionDesk contacts whenever new tags are added to contacts in Follow Up Boss
Effortlessly enhance your customer management process with this automated workflow. When a new tag gets added to a contact in Follow Up Boss, this workflow will, in real time, create a contact in LionDesk. Streamline your lead engagement and save time by ditching manual entry, allowing you to focus more on nurturing those valuable relationships.
Effortlessly enhance your customer management process with this automated workflow. When a new tag gets added to a contact in Follow Up Boss, this workflow will, in real time, create a contact in LionDesk. Streamline your lead engagement and save time by ditching manual entry, allowing you to focus more on nurturing those valuable relationships.
- 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
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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