Create Salesforce records when new tags are added to contacts in Follow Up Boss
Effortlessly streamline your lead management process with this Follow Up Boss and Salesforce workflow. Whenever a new tag is added to a contact in Follow Up Boss, a corresponding record will be created in Salesforce. This seamless integration saves time and ensures all important details are captured, consolidating your lead management in one centralized location.
Effortlessly streamline your lead management process with this Follow Up Boss and Salesforce workflow. Whenever a new tag is added to a contact in Follow Up Boss, a corresponding record will be created in Salesforce. This seamless integration saves time and ensures all important details are captured, consolidating your lead management in one centralized location.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
- automatically do this!Create Record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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