smartercontact integration with Follow Up Boss
How to Export new smartercontact contacts and create tasks in Follow Up Boss
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Export new smartercontact contacts and create tasks in Follow Up Boss" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate smartercontact integrations
smartercontact actions
Nekton can use any feature that is available in smartercontact API.
Using our advanced AI, you can easily create custom automations for smartercontact.
Here are some typical actions you can do in your automated workflows.
Export Contact Trigger
Triggers when contact is exported.
About smartercontact
Smarter Contact is an SMS provider that helps professionals close more deals. In addition, the software serves as an efficient and flexible CRM that allows clients to track their customers from initial contact to close!