Follow Up Boss + Microsoft Teams
Create notes in Follow Up Boss for new Microsoft Teams chats
Effortlessly keep track of important conversations by connecting Microsoft Teams and Follow Up Boss. With this automation workflow, every time a new chat occurs in Microsoft Teams, a note will be created in Follow Up Boss, ensuring you never miss staying organized with your contact information. Now, you can focus on nurturing relationships and closing deals without worrying about manual note-taking.
Effortlessly keep track of important conversations by connecting Microsoft Teams and Follow Up Boss. With this automation workflow, every time a new chat occurs in Microsoft Teams, a note will be created in Follow Up Boss, ensuring you never miss staying organized with your contact information. Now, you can focus on nurturing relationships and closing deals without worrying about manual note-taking.
- When this happens...New Chat
Triggers when a new chat is created.
- automatically do this!Create Note
Creates a note on a contact
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