Answer membership questions in Skool and create or update contacts in Follow Up Boss without triggering action plans
When a new response is received for membership questions in the Skool app, this workflow ensures seamless contact management in Follow Up Boss. It promptly creates or updates the contact's information without activating action plans. This enhances your follow-up strategy by keeping your contact list in Follow Up Boss current, without the need for manual updates or triggering unnecessary actions.
When a new response is received for membership questions in the Skool app, this workflow ensures seamless contact management in Follow Up Boss. It promptly creates or updates the contact's information without activating action plans. This enhances your follow-up strategy by keeping your contact list in Follow Up Boss current, without the need for manual updates or triggering unnecessary actions.
- When this happens...Answered Membership Questions
Triggers when a potential member has submitted answers to group membership questions.
- 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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