Manage new OVOU contacts by triggering custom actions in Follow Up Boss
This workflow simplifies your process when new contacts are added in the OVOU app, instantly creating custom actions in Follow Up Boss. By removing the need for manual updates and data transfer, it ensures you can swiftly act on each new contact and bolster your client relationship management. Keep your focus on meaningful work, let this automation help manage the updates.
This workflow simplifies your process when new contacts are added in the OVOU app, instantly creating custom actions in Follow Up Boss. By removing the need for manual updates and data transfer, it ensures you can swiftly act on each new contact and bolster your client relationship management. Keep your focus on meaningful work, let this automation help manage the updates.
- When this happens...New Contact (From Your Account)
Triggers when someone exchanges contact with any of your OVOU profiles.
- 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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