Update kvCORE contacts when person stages are updated in Follow Up Boss
Improve your CRM accuracy with this workflow. When a person's stage gets updated in Follow Up Boss, the same change will be reflected in kvCORE, ensuring consistency across both applications. With this automation, save time and increase efficiency by having up-to-date information at your fingertips. You no longer have to worry about manual data updates, letting you focus on more important tasks like closing deals.
Improve your CRM accuracy with this workflow. When a person's stage gets updated in Follow Up Boss, the same change will be reflected in kvCORE, ensuring consistency across both applications. With this automation, save time and increase efficiency by having up-to-date information at your fingertips. You no longer have to worry about manual data updates, letting you focus on more important tasks like closing deals.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- automatically do this!Create Contact (Post)
Creates a new contact within an account, optionally assigned to an agent.
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