Log new Wealthbox CRM contacts as calls in Follow Up Boss
Stay organized and nurture your relationships with this seamless workflow between Wealthbox CRM and Follow Up Boss. When a new contact is added in Wealthbox CRM, a call log is instantly created in Follow Up Boss to help you efficiently manage your communications. Save time on manual data entry and ensure you never miss a follow-up call with this powerful integration.
Stay organized and nurture your relationships with this seamless workflow between Wealthbox CRM and Follow Up Boss. When a new contact is added in Wealthbox CRM, a call log is instantly created in Follow Up Boss to help you efficiently manage your communications. Save time on manual data entry and ensure you never miss a follow-up call with this powerful integration.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Log Call
Logs a call on a contact.
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