Add new Microsoft Outlook contacts to Follow Up Boss without triggering action plans
Effortlessly manage your contacts between Microsoft Outlook and Follow Up Boss with this seamless workflow. Whenever you add a new contact in Outlook, this automation will create or update the contact without triggering action plans in Follow Up Boss. Stay organized and maintain an up-to-date contact list across both platforms, without any manual work.
Effortlessly manage your contacts between Microsoft Outlook and Follow Up Boss with this seamless workflow. Whenever you add a new contact in Outlook, this automation will create or update the contact without triggering action plans in Follow Up Boss. Stay organized and maintain an up-to-date contact list across both platforms, without any manual work.
- When this happens...New Contact
Triggers when a new contact is added to your account
- 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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