Create or update PitBullTax Software clients / prospects from new Follow Up Boss contacts
Save time and streamline your client management process with this workflow that connects Follow Up Boss and PitBullTax Software. When a new contact is added in Follow Up Boss, their information will be seamlessly updated or added as a new client/prospect in PitBullTax Software. This automation ensures you have all your client data up-to-date and easily accessible in both platforms, allowing you to focus on providing top-notch service to your clients.
Save time and streamline your client management process with this workflow that connects Follow Up Boss and PitBullTax Software. When a new contact is added in Follow Up Boss, their information will be seamlessly updated or added as a new client/prospect in PitBullTax Software. This automation ensures you have all your client data up-to-date and easily accessible in both platforms, allowing you to focus on providing top-notch service to your clients.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!New or Update Client / Prospect
Creating a new client or updating an existing one
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