How to connect Follow Up Boss + Salesforce
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Fires when a new appointment is created in Follow Up Boss.Try ItTriggerInstant
Contact Phone, Email, or IDRequired
- Step 1: Authenticate Follow Up Boss and Salesforce.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.