Update TrueReview contacts when person stages are updated in Follow Up Boss
When your person stage is updated in Follow Up Boss, streamline your workflow by instantly creating a new contact in TrueReview. This automation helps ensure your customer details stay up-to-date across both platforms, saving time and eliminating manual data entry tasks. It's a seamless connection that keeps your team focused on more important tasks.
When your person stage is updated in Follow Up Boss, streamline your workflow by instantly creating a new contact in TrueReview. This automation helps ensure your customer details stay up-to-date across both platforms, saving time and eliminating manual data entry tasks. It's a seamless connection that keeps your team focused on more important tasks.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Create Contact
Creates a Contact
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