Follow Up Boss + Popl
Add new Popl contacts to Follow Up Boss without triggering action plans
Easily manage your new Popl contacts by connecting it to Follow Up Boss. With this workflow, when a new contact is added to your Popl account, it will create or update the contact in Follow Up Boss without triggering action plans. Stay organized and ensure essential contact information is readily available, streamlining your networking and follow-up process.
Easily manage your new Popl contacts by connecting it to Follow Up Boss. With this workflow, when a new contact is added to your Popl account, it will create or update the contact in Follow Up Boss without triggering action plans. Stay organized and ensure essential contact information is readily available, streamlining your networking and follow-up process.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- 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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- 14 day trial for premium features & apps
New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It
