Customers.ai + Follow Up Boss
"manage new Customers.ai widgets by creating or updating contacts in Follow Up Boss without triggering action plans"
Keep the customer relationship management process efficient and streamlined with this handy workflow. When a connection widget is reached in Customers.ai, it will initiate an update or creation of a contact in Follow Up Boss, without triggering any action plans. This flow not only saves you time, but also ensures a seamless communication line with your contacts. Leverage this automation and stay on top of your CRM without breaking a sweat.
Keep the customer relationship management process efficient and streamlined with this handy workflow. When a connection widget is reached in Customers.ai, it will initiate an update or creation of a contact in Follow Up Boss, without triggering any action plans. This flow not only saves you time, but also ensures a seamless communication line with your contacts. Leverage this automation and stay on top of your CRM without breaking a sweat.
- When this happens...Connection Widget Reached
Triggers when a Connection Widget is reached in a Dialogue.
- 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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Trigger NameRequired
Try ItAttribute NameRequired
Try ItPhone Number or EmailRequired
Full Name
First Name
Last Name
Lookup AttributeRequired
Lookup ValueRequired
New Contact
Triggers when a new contact is added to your page.
Try ItAutomation IDRequired
Phone Number or EmailRequired
Full Name
First Name
Last Name
Recipient IDRequired
MessageRequired
Messaging Type
Tag
IDRequired
