Tag or untag Ortto records when new contacts are added in Follow Up Boss
Effortlessly manage your contacts in Ortto by tagging or untagging records whenever a new contact is added in Follow Up Boss. This workflow streamlines your contact organization process, ensuring your Ortto records stay up-to-date with the latest information from Follow Up Boss. Simply set up the automation, and watch as your contact management becomes more efficient and organized.
Effortlessly manage your contacts in Ortto by tagging or untagging records whenever a new contact is added in Follow Up Boss. This workflow streamlines your contact organization process, ensuring your Ortto records stay up-to-date with the latest information from Follow Up Boss. Simply set up the automation, and watch as your contact management becomes more efficient and organized.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Tag/Untag Records
Add or remove record (person, organization) tags.
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