Follow Up Boss + Stan
Create or update Follow Up Boss contacts from new Stan customers without triggering action plans
Easily keep track of new customers from the Stan app by integrating it with Follow Up Boss. With this workflow, every time a new customer is added in Stan, their information will be used to create or update a contact in Follow Up Boss without triggering action plans. This ensures your customer data in Follow Up Boss stays up-to-date without manual intervention, allowing you to focus on nurturing relationships and growing your business.
Easily keep track of new customers from the Stan app by integrating it with Follow Up Boss. With this workflow, every time a new customer is added in Stan, their information will be used to create or update a contact in Follow Up Boss without triggering action plans. This ensures your customer data in Follow Up Boss stays up-to-date without manual intervention, allowing you to focus on nurturing relationships and growing your business.
- When this happens...New Customer
Triggers when a customer has purchased something from you or signed up as a lead. Filter based on product to get more granular information.
- 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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