Add collaborators in Follow Up Boss for new contacts in Wealthbox CRM
Effortlessly keep your team updated with this automation that connects Wealthbox CRM and Follow Up Boss. When you create a new contact in Wealthbox CRM, this workflow will also add a new contact in Follow Up Boss, ensuring everyone stays informed and engaged. Eliminate manual updates and enjoy seamless teamwork between your CRM and Follow Up Boss platforms.
Effortlessly keep your team updated with this automation that connects Wealthbox CRM and Follow Up Boss. When you create a new contact in Wealthbox CRM, this workflow will also add a new contact in Follow Up Boss, ensuring everyone stays informed and engaged. Eliminate manual updates and enjoy seamless teamwork between your CRM and Follow Up Boss platforms.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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