Export new Swordfish.ai contacts and create or update them in Follow Up Boss without triggering action plans
Seamlessly manage your contacts between Swordfish.ai and Follow Up Boss with this smart workflow. When you export a contact in Swordfish.ai, it will also create or update that contact in Follow Up Boss without initiating action plans. This simple yet effective process helps ensure your contact data is up-to-date across both platforms, saving you the hassle of manual updates.
Seamlessly manage your contacts between Swordfish.ai and Follow Up Boss with this smart workflow. When you export a contact in Swordfish.ai, it will also create or update that contact in Follow Up Boss without initiating action plans. This simple yet effective process helps ensure your contact data is up-to-date across both platforms, saving you the hassle of manual updates.
- When this happens...Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
- 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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Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try ItFirst Name
Middle Name
Last Name
Full Name
Social profile
Title
Company Name
CIty
State
Country
Zipcode
Email
Phone
Must haveRequired
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItPipeline name
Stage name
Try It
Export Contact
Triggers when selecting contacts and pressing 'Send to Zapier'. You will first need to select the contacts you would like to export (zap) from the ALL list.
Try ItSocial ProfileRequired
Must Have
New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It