Create or update Follow Up Boss contacts without triggering action plans when new messages arrive in AnswerConnect
Effortlessly streamline your client communication workflow with this tool. When a new message is available in your AnswerConnect app, the tool will instantly create or update a contact in Follow Up Boss, ensuring you never miss a crucial update or potential lead. It eliminates the need for manually transferring information between systems, providing you with a seamless and efficient process to keep your contacts up to date.
Effortlessly streamline your client communication workflow with this tool. When a new message is available in your AnswerConnect app, the tool will instantly create or update a contact in Follow Up Boss, ensuring you never miss a crucial update or potential lead. It eliminates the need for manually transferring information between systems, providing you with a seamless and efficient process to keep your contacts up to date.
- When this happens...New Message
Triggers when a new message is taken.
- 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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