Create or update Follow Up Boss contacts from new Wave Connect contacts
Manage your online contact seamlessly with this handy workflow. When a new contact is added in Wave Connect, it will instantly create or update the same contact in the Follow Up Boss app, ensuring your records remain current without using any action plans. This automatic process elevates your efficiency, allowing you to focus on more important tasks.
- When this happens...New ContactTriggers when a new connection or a new exchange form is submitted.
- automatically do this!Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
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More things you can do with Wave Connect and Follow Up Boss
Discover other triggers and actions you can use with Wave Connect and Follow Up Boss
- Deleted Contact
Triggers when you delete a contact.
Try ItTriggerInstant - Updated Contact
Triggers when you update a contact or one of your contact update his profile. For instance, is a contact change his email, this trigger will be updated.
Try ItTriggerInstant - New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant
- New Contact
Triggers when a new connection or a new exchange form is submitted.
Try ItTriggerInstant - New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant




