Create or update Follow Up Boss contacts from new Paperless Forms entries
Effortlessly keep your contacts up-to-date with this Paperless Forms and Follow Up Boss integration. When a new entry is submitted in Paperless Forms, this workflow will automatically create or update the contact information in Follow Up Boss, without triggering any action plans. Stay organized and save time by streamlining your contact management processes.
Effortlessly keep your contacts up-to-date with this Paperless Forms and Follow Up Boss integration. When a new entry is submitted in Paperless Forms, this workflow will automatically create or update the contact information in Follow Up Boss, without triggering any action plans. Stay organized and save time by streamlining your contact management processes.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- 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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