Create or update contacts in Follow Up Boss when new messages arrive in AnswerFirst
Improve your customer relationship management with this simple workflow. When a new message is received in AnswerFirst, it updates or creates a new contact in your Follow Up Boss system without initiating any action plans. This ensures your client information is constantly up-to-date, enhancing your ability to follow up effectively and build stronger customer relationships.
Improve your customer relationship management with this simple workflow. When a new message is received in AnswerFirst, it updates or creates a new contact in your Follow Up Boss system without initiating any action plans. This ensures your client information is constantly up-to-date, enhancing your ability to follow up effectively and build stronger customer relationships.
- When this happens...New Message
Triggers when a new message is received on behalf of the user.
- 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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