Skip to content
Log inSign up
Templates
Create or update contact in Follow Up Boss from new buyer in InvestorBase

Create or update contact in Follow Up Boss from new buyer in InvestorBase

Create or update contacts in Follow Up Boss when new buyers are exported from InvestorBase, ensuring accurate data capture without triggering additional workflows for smoother CRM management.

Zap details:

Overview

Create or update contacts in Follow Up Boss when new buyers are exported from InvestorBase, ensuring accurate data capture without triggering additional workflows for smoother CRM management.

Create or update contact in Follow Up Boss from new buyer in InvestorBase