Activate action plans for new contacts in Follow Up Boss when new customers register in Stripe
Improve your client management efficiency with this workflow. Whenever there's a new customer in Stripe, it instantly applies an action plan to a contact in Follow Up Boss. This allows you to streamline your customer follow-up process, ensuring new clients are immediately added to your action plans, enhancing your customer relationship management.
Improve your client management efficiency with this workflow. Whenever there's a new customer in Stripe, it instantly applies an action plan to a contact in Follow Up Boss. This allows you to streamline your customer follow-up process, ensuring new clients are immediately added to your action plans, enhancing your customer relationship management.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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