Create and update Perfit contacts when new Follow Up Boss contacts are added
Effortlessly keep your contact information up-to-date across both Follow Up Boss and Perfit with this seamless automation. When a new contact is added in Follow Up Boss, this workflow will instantly create or update the corresponding contact in Perfit, ensuring your data stays accurate and well-organized. Save time and maintain consistency with this efficient solution.
Effortlessly keep your contact information up-to-date across both Follow Up Boss and Perfit with this seamless automation. When a new contact is added in Follow Up Boss, this workflow will instantly create or update the corresponding contact in Perfit, ensuring your data stays accurate and well-organized. Save time and maintain consistency with this efficient solution.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create/Update Contact
Add a new contact to a list of your choosing. Can be used to update an existing contact too.
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