Create or update contact in Follow Up Boss, and add collaborators from LeadSimple
Create or update contact in Follow Up Boss, and add collaborators from LeadSimple
Create or update contacts in Follow Up Boss when new leads are generated in LeadSimple, ensuring no action plans are triggered while adding relevant team members as collaborators for better team alignment.
Workflow preview:
Zap details:
Overview
Create or update contacts in Follow Up Boss when new leads are generated in LeadSimple, ensuring no action plans are triggered while adding relevant team members as collaborators for better team alignment.