Create or update Follow Up Boss contacts from new Popl connections
Easily manage new connections from the Popl app by seamlessly incorporating them into your Follow Up Boss contact list. With this workflow, whenever you establish a new connection in Popl, their contact details will be automatically added or updated in Follow Up Boss without triggering action plans. Stay organized and make networking more efficient with this effortless integration.
Easily manage new connections from the Popl app by seamlessly incorporating them into your Follow Up Boss contact list. With this workflow, whenever you establish a new connection in Popl, their contact details will be automatically added or updated in Follow Up Boss without triggering action plans. Stay organized and make networking more efficient with this effortless integration.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- 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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New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
Try ItNew Lead (For Your Subteam)
Triggers when any member in your subteam collects a new lead.
Try ItNew Deal
Fires when a new deal is created in Follow Up Boss.
Try ItNew Contact
Fires when a new contact is created in Follow Up Boss.
Try It