Follow Up Boss + Realvolve
Create or update contacts in Follow Up Boss when new contacts are added in Realvolve
Easily manage your contacts on Follow Up Boss when there's a new contact in Realvolve. This workflow creates or updates contacts on Follow Up Boss whenever a new contact appears in Realvolve, ensuring that your address book is always up to date on both platforms. Make your customer relationship management effortless and keep your contact information accurate without having to do the manual work.
Easily manage your contacts on Follow Up Boss when there's a new contact in Realvolve. This workflow creates or updates contacts on Follow Up Boss whenever a new contact appears in Realvolve, ensuring that your address book is always up to date on both platforms. Make your customer relationship management effortless and keep your contact information accurate without having to do the manual work.
- When this happens...New Contact
Triggers when a new contact is created.
- 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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New Contact
Triggers when a new contact is created.
Try ItNew Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try ItStage name
Try It
Full Name
Title
Company
Home Address
Home Phone
Home Mobile Number
Home Email
Work Address
Work Phone
Work Mobile Number
Work Email
Tags
Contact Source
Start Workflow on New Contact
Start Workflow on Contact Update
Run Update Workflow Only Once
Record Owner
Notes
Attachment URL
SMS Text Message
New 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 ItTag nameRequired
Try It
