Update Follow Up Boss contacts when CINC leads details change
Keep your Follow Up Boss contacts up-to-date with this powerful automation. Whenever lead details are updated in CINC, this workflow will create or update the contact in Follow Up Boss without triggering action plans. This ensures that your contact information remains accurate and current, while also allowing you full control over initiating follow-up actions.
Keep your Follow Up Boss contacts up-to-date with this powerful automation. Whenever lead details are updated in CINC, this workflow will create or update the contact in Follow Up Boss without triggering action plans. This ensures that your contact information remains accurate and current, while also allowing you full control over initiating follow-up actions.
- When this happens...Lead Details Updated
Triggers when a lead's information is updated. I,E changing a lead's phone number.
- 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!
- Free forever for core features
- 14 day trial for premium features & apps