Manage new Communities CRM leads by creating or updating contacts in Follow Up Boss without triggering action plans
This workflow initiates when you gain a new lead in your Communities CRM, propelling the creation or update of a contact in Follow Up Boss without triggering any action plans. Streamline your CRM management and ensure all your newly acquired contacts are promptly and efficiently updated in Follow Up Boss. This results in a seamless and timely management of lead transitions, enhancing your customer relationship efforts.
This workflow initiates when you gain a new lead in your Communities CRM, propelling the creation or update of a contact in Follow Up Boss without triggering any action plans. Streamline your CRM management and ensure all your newly acquired contacts are promptly and efficiently updated in Follow Up Boss. This results in a seamless and timely management of lead transitions, enhancing your customer relationship efforts.
- When this happens...New Lead
Triggers when a new lead was created inside Rainmaker.
- 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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