Add new Follow Up Boss contacts to PEP Cloud as clients
Easily manage your client information across platforms with this convenient automation. When a new contact is added in Follow Up Boss, this workflow will create or update their corresponding client profile in PEP Cloud. This ensures client data is consistently up-to-date, enhancing your efficiency and organization.
Easily manage your client information across platforms with this convenient automation. When a new contact is added in Follow Up Boss, this workflow will create or update their corresponding client profile in PEP Cloud. This ensures client data is consistently up-to-date, enhancing your efficiency and organization.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create or Update Client
Creates a new client or updates an existing client first based on email and then based on first and last name.
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