Create or update Follow Up Boss contacts when new WikiRealty leads are created
Effortlessly manage new leads from WikiRealty by creating or updating contacts in Follow Up Boss. With this workflow, every time a lead is created in the WikiRealty app, it will be added or updated in Follow Up Boss, without triggering any action plans. This seamless process ensures your contacts are organized and up-to-date, saving you time for more important tasks.
Effortlessly manage new leads from WikiRealty by creating or updating contacts in Follow Up Boss. With this workflow, every time a lead is created in the WikiRealty app, it will be added or updated in Follow Up Boss, without triggering any action plans. This seamless process ensures your contacts are organized and up-to-date, saving you time for more important tasks.
- When this happens...Lead Created
Triggers when a Lead is added to this account.
- 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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