Create or update Follow Up Boss contacts when new Square appointments are scheduled
Effortlessly manage your client relationships with this seamless workflow between Square Appointments and Follow Up Boss. Whenever a new appointment is scheduled in Square, the corresponding contact information will be updated or created in Follow Up Boss, ensuring your CRM remains accurate and up-to-date. Say goodbye to manual data entry and stay focused on providing exceptional services to your clients.
Effortlessly manage your client relationships with this seamless workflow between Square Appointments and Follow Up Boss. Whenever a new appointment is scheduled in Square, the corresponding contact information will be updated or created in Follow Up Boss, ensuring your CRM remains accurate and up-to-date. Say goodbye to manual data entry and stay focused on providing exceptional services to your clients.
- When this happens...New Appointment
Triggers when a new appointment 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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