Follow Up Boss + Microsoft Teams
Create or update Follow Up Boss contacts from new Microsoft Teams chats
Stay on top of your leads with this streamlined workflow that connects Microsoft Teams and Follow Up Boss. When a new chat is initiated in Teams, this automation will create or update a contact in Follow Up Boss, ensuring your database remains accurate without triggering any action plans. Save time and focus on building relationships with your leads, knowing that your contact information is always up to date.
Stay on top of your leads with this streamlined workflow that connects Microsoft Teams and Follow Up Boss. When a new chat is initiated in Teams, this automation will create or update a contact in Follow Up Boss, ensuring your database remains accurate without triggering any action plans. Save time and focus on building relationships with your leads, knowing that your contact information is always up to date.
- When this happens...New Chat
Triggers when a new chat is created.
- 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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