Create or update Follow Up Boss contacts without triggering action plans for new or updated Zoho CRM module entries
Effortlessly manage your contacts in Follow Up Boss when there's a new or updated module entry in Zoho CRM. This workflow will create or update a contact in Follow Up Boss in response to a corresponding change in Zoho CRM, ensuring your data remains up to date across both platforms. Save time and maintain accuracy by setting up this simple process.
Effortlessly manage your contacts in Follow Up Boss when there's a new or updated module entry in Zoho CRM. This workflow will create or update a contact in Follow Up Boss in response to a corresponding change in Zoho CRM, ensuring your data remains up to date across both platforms. Save time and maintain accuracy by setting up this simple process.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- 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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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It