Find or create contacts and generate deals in Follow Up Boss with new connections in Handshook
Looking to streamline your follow-up workflows? This integration saves your team time by automatically adding a contact and deal to Follow Up Boss when a new connection is added in Handshook.
Looking to streamline your follow-up workflows? This integration saves your team time by automatically adding a contact and deal to Follow Up Boss when a new connection is added in Handshook.
- When this happens...New Connection
Triggers when a new connection is created in your app.
- automatically do this...Find a Contact
Search for a contact by email, phone number, or Follow Up Boss ID.
- then do this!Create Deal
Creates a deal on a contact.
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