Add new tags to contacts in Follow Up Boss and provide context in Vida
Save time and streamline your contact management by pairing Follow Up Boss and Vida with a quick automation. Whenever you add a tag to any contact in Follow Up Boss, relevant context is immediately provided in the Vida app. This workflow efficiently bridges the gap between your contact management and client services, ensuring swift and thorough responses to every client's needs.
Save time and streamline your contact management by pairing Follow Up Boss and Vida with a quick automation. Whenever you add a tag to any contact in Follow Up Boss, relevant context is immediately provided in the Vida app. This workflow efficiently bridges the gap between your contact management and client services, ensuring swift and thorough responses to every client's needs.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Provide Context
Give your AI Agent additional information and context for a conversation. Useful for providing information to your Agent about callers from external systems like CRMs.
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