Create or update Follow Up Boss contacts when Zoho CRM contacts are new or updated
Effortlessly maintain your contact information between Zoho CRM and Follow Up Boss with this seamless automation. When contacts are added or updated in Zoho CRM, this workflow ensures that the respective contacts in Follow Up Boss are created or updated without triggering any unnecessary action plans. Save time and keep your contact lists consistently up-to-date, enhancing your business productivity and customer relations.
Effortlessly maintain your contact information between Zoho CRM and Follow Up Boss with this seamless automation. When contacts are added or updated in Zoho CRM, this workflow ensures that the respective contacts in Follow Up Boss are created or updated without triggering any unnecessary action plans. Save time and keep your contact lists consistently up-to-date, enhancing your business productivity and customer relations.
- 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!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