Create or update Follow Up Boss contacts from new Square orders
Save time and streamline your sales process with this seamless workflow between your Square app and your Follow Up Boss CRM. Whenever a new order is registered in Square, this automation will create or update a contact in Follow Up Boss, ensuring your contact data stays accurate and up-to-date without triggering any action plans. Stay organized and focused on growing your business while this efficient solution does the data management work for you.
Save time and streamline your sales process with this seamless workflow between your Square app and your Follow Up Boss CRM. Whenever a new order is registered in Square, this automation will create or update a contact in Follow Up Boss, ensuring your contact data stays accurate and up-to-date without triggering any action plans. Stay organized and focused on growing your business while this efficient solution does the data management work for you.
- When this happens...New Order
Triggers when a new order is processed.
- 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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