Follow Up Boss + Microsoft Outlook
Create or update Follow Up Boss contacts from new Microsoft Outlook calendar events
Easily manage your contacts and events with this streamlined workflow between Microsoft Outlook and Follow Up Boss. Whenever you create a new calendar event in Outlook, this automation will immediately create or update a contact in Follow Up Boss without triggering action plans. Stay organized and save time by seamlessly connecting your event scheduling and contact management systems.
Easily manage your contacts and events with this streamlined workflow between Microsoft Outlook and Follow Up Boss. Whenever you create a new calendar event in Outlook, this automation will immediately create or update a contact in Follow Up Boss without triggering action plans. Stay organized and save time by seamlessly connecting your event scheduling and contact management systems.
- When this happens...New Calendar Event
Triggers when a new event is created in your calendar.
- 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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