Add new Popl contacts to Follow Up Boss as collaborators
With the creation of a new contact in your Popl account, this workflow seamlessly adds the same contact into your Follow Up Boss application. Simplifying your task, this process ensures an efficient updating of your contact list across both platforms. Now, every fresh interaction you make on Popl is instantaneously available in Follow Up Boss for future engagements and collaborations.
With the creation of a new contact in your Popl account, this workflow seamlessly adds the same contact into your Follow Up Boss application. Simplifying your task, this process ensures an efficient updating of your contact list across both platforms. Now, every fresh interaction you make on Popl is instantaneously available in Follow Up Boss for future engagements and collaborations.
- When this happens...New Lead (For Your Individual Account)
Triggers when you collect a new contact via Popl.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
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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