Create contacts and deals in Shaker when person stages are updated in Follow Up Boss
Save time opening transactions by adding qualified contacts to Shaker immediately when they convert in Follow Up Boss.
Save time opening transactions by adding qualified contacts to Shaker immediately when they convert in Follow Up Boss.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this...Create Contact
Creates a new contact.
- then do this!Create Deal
Creates a new deal.
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