Follow Up Boss + Zoho Forms
Create or update Follow Up Boss contacts when new entries occur in Zoho Forms
Streamline the management of your contact lists with this smart workflow. Whenever a new form entry occurs in Zoho Forms, it initiates the creation or updating of contact details in Follow Up Boss, without triggering any action plans. This efficient automation ensures your sales team always has the most up-to-date client information at their disposal, removing the need for manual data input.
Streamline the management of your contact lists with this smart workflow. Whenever a new form entry occurs in Zoho Forms, it initiates the creation or updating of contact details in Follow Up Boss, without triggering any action plans. This efficient automation ensures your sales team always has the most up-to-date client information at their disposal, removing the need for manual data input.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- 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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