Create or update PandaDoc contacts for new contacts in Follow Up Boss
Effortlessly manage your new contacts in Follow Up Boss by streamlining the process with PandaDoc. With this workflow, every time a new contact is added to Follow Up Boss, their information will be used to create or update a contact in PandaDoc, ensuring your records stay up-to-date and organized. Spend less time on manual data entry and focus on building stronger relationships with your clients.
Effortlessly manage your new contacts in Follow Up Boss by streamlining the process with PandaDoc. With this workflow, every time a new contact is added to Follow Up Boss, their information will be used to create or update a contact in PandaDoc, ensuring your records stay up-to-date and organized. Spend less time on manual data entry and focus on building stronger relationships with your clients.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create or Update Contact
Create a new contact or update an existing one.
- Free forever for core features
- 14 day trial for premium features & apps