Create or update Follow Up Boss contacts without triggering action plans from new Deluxer leads
Ensure prompt follow-ups with your leads by automating your contact management. With this workflow, once you receive a new lead in Deluxer, the contact details are instantly updated in your Follow Up Boss system, without prompting any action plans. No more manual data entry or missed opportunities, stay organized and swift in your customer response time.
Ensure prompt follow-ups with your leads by automating your contact management. With this workflow, once you receive a new lead in Deluxer, the contact details are instantly updated in your Follow Up Boss system, without prompting any action plans. No more manual data entry or missed opportunities, stay organized and swift in your customer response time.
- When this happens...New Lead
Triggers when a New Lead is delivered.
- 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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