Follow Up Boss + monday.com
Change column values in monday.com boards and create or update contacts in Follow Up Boss
Enhance your customer relationship management strategy with this efficient workflow. When a specific column value changes in your monday.com board, this triggers an update or creation of a contact in Follow Up Boss without initiating any action plans. This not only saves you valuable time by reducing manual data entry, but also ensures that you're always dealing with the most current contact information. Achieve hassle-free continuity between your platforms and revitalize your follow-up activities for better outcomes.
Enhance your customer relationship management strategy with this efficient workflow. When a specific column value changes in your monday.com board, this triggers an update or creation of a contact in Follow Up Boss without initiating any action plans. This not only saves you valuable time by reducing manual data entry, but also ensures that you're always dealing with the most current contact information. Achieve hassle-free continuity between your platforms and revitalize your follow-up activities for better outcomes.
- When this happens...Specific Column Value Changed in Board
Triggers when a specific column's value changes in the selected 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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