Create new Swell contacts from Follow Up Boss' new contacts
Easily connect Follow Up Boss and Swell to streamline your contact management process. When a new contact is added in Follow Up Boss, this workflow will create a contact in Swell for seamless communication and tracking. Save time on manual data entry and ensure your customer information stays up-to-date across both platforms.
Easily connect Follow Up Boss and Swell to streamline your contact management process. When a new contact is added in Follow Up Boss, this workflow will create a contact in Swell for seamless communication and tracking. Save time on manual data entry and ensure your customer information stays up-to-date across both platforms.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Contact
This action will create a contact in Swell.
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