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Create or update contact in Follow Up Boss, and add note from Smith.ai call

Create or update contact in Follow Up Boss, and add note from Smith.ai call

Create or update contacts in Follow Up Boss from new call data in Smith.ai, ensuring relevant notes are added without triggering action plans. This boosts your CRM accuracy and improves follow-up efficiency.

Create or update contact in Follow Up Boss, and add note from Smith.ai call

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Overview

Create or update contacts in Follow Up Boss from new call data in Smith.ai, ensuring relevant notes are added without triggering action plans. This boosts your CRM accuracy and improves follow-up efficiency.

Create or update contact in Follow Up Boss, and add note from Smith.ai call