Follow Up Boss + monday.com
Create or update Follow Up Boss contacts whenever new board items appear in monday.com
This workflow offers a simple way to update your Follow Up Boss contacts as soon as a new item appears in your monday.com board. It captures new items from monday.com and then creates or updates corresponding contacts in Follow Up Boss without initiating action plans. This smooth process ensures your contact list is always up-to-date, helping you streamline your customer engagement efforts.
This workflow offers a simple way to update your Follow Up Boss contacts as soon as a new item appears in your monday.com board. It captures new items from monday.com and then creates or updates corresponding contacts in Follow Up Boss without initiating action plans. This smooth process ensures your contact list is always up-to-date, helping you streamline your customer engagement efforts.
- When this happens...New Item in Board
Triggers when an item is created in a specific board.
- 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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