Apply action plans to contacts in Follow Up Boss from new or updated contacts in Zoho CRM
Effortlessly keep your Follow Up Boss action plans up-to-date with this automation. Whenever a new or updated contact appears in Zoho CRM, this workflow will instantly apply an action plan to the corresponding contact in Follow Up Boss. Stay organized and ensure timely communication with your contacts without any manual intervention.
Effortlessly keep your Follow Up Boss action plans up-to-date with this automation. Whenever a new or updated contact appears in Zoho CRM, this workflow will instantly apply an action plan to the corresponding contact in Follow Up Boss. Stay organized and ensure timely communication with your contacts without any manual intervention.
- When this happens...New 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.
- automatically do this!Apply an Action Plan to a Contact
Applies a selected action plan to a contact.
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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