Create tasks in Zendesk Sell for new contacts in Follow Up Boss
Easily manage your new contacts from Follow Up Boss by automatically creating tasks in Zendesk Sell. With this workflow, each time a new contact is added in Follow Up Boss, a corresponding task will be set up in Zendesk Sell, ensuring you never miss following up with a potential customer. Stay organized and save time by streamlining your contact management process.
Easily manage your new contacts from Follow Up Boss by automatically creating tasks in Zendesk Sell. With this workflow, each time a new contact is added in Follow Up Boss, a corresponding task will be set up in Zendesk Sell, ensuring you never miss following up with a potential customer. Stay organized and save time by streamlining your contact management process.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Create Task
Creates a new task.
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