Add new tags to contacts in Follow Up Boss and create contacts in Surefire CRM
Maintain seamless organization with this workflow: Whenever you label a contact in Follow Up Boss, the identical tag is instantly added to the same contact in Surefire CRM. This process not only simplifies your management routine, but also avoids manual data entry and ensures that your Surefire CRM contacts are consistently tagged in line with your Follow Up Boss system.
Maintain seamless organization with this workflow: Whenever you label a contact in Follow Up Boss, the identical tag is instantly added to the same contact in Surefire CRM. This process not only simplifies your management routine, but also avoids manual data entry and ensures that your Surefire CRM contacts are consistently tagged in line with your Follow Up Boss system.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Contact
Creates a new contact or updates an existing contact.
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