Update or create contacts in Follow Up Boss when transaction status changes in Paperless Pipeline
Streamline your contact management with this efficient workflow. When a transaction status changes in Paperless Pipeline, the same updates your contacts' details in Follow Up Boss, without triggering any action plans. This eliminates manual data entry, ensures consistency across platforms, and saves time for you to focus on closing more deals.
Streamline your contact management with this efficient workflow. When a transaction status changes in Paperless Pipeline, the same updates your contacts' details in Follow Up Boss, without triggering any action plans. This eliminates manual data entry, ensures consistency across platforms, and saves time for you to focus on closing more deals.
- When this happens...Transaction Status Changed
Triggers when a transaction's status is changed.
- 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