Add new Follow Up Boss contacts and create or update corresponding Pixie clients
Effortlessly keep your Follow Up Boss contacts and Pixie clients in sync with this seamless workflow. Whenever a new contact is added in Follow Up Boss, this automation will create or update the client in Pixie, ensuring that your client information stays consistently up-to-date across both platforms. Save time and eliminate manual data entry while keeping your client management organized and efficient.
Effortlessly keep your Follow Up Boss contacts and Pixie clients in sync with this seamless workflow. Whenever a new contact is added in Follow Up Boss, this automation will create or update the client in Pixie, ensuring that your client information stays consistently up-to-date across both platforms. Save time and eliminate manual data entry while keeping your client management organized and efficient.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create/Update Client
Create or update a client, based on the Client ID or the client's name already existing.
- Free forever for core features
- 14 day trial for premium features & apps