Add new Follow Up Boss contacts to Salesforce campaigns as leads
Effortlessly manage your contacts between Follow Up Boss and Salesforce with this convenient workflow. When a new contact is added in Follow Up Boss, this automation will immediately create a lead and add it to a designated Salesforce campaign. Save time and ensure a seamless integration between your CRM systems, so you can stay focused on building relationships with your leads.
Effortlessly manage your contacts between Follow Up Boss and Salesforce with this convenient workflow. When a new contact is added in Follow Up Boss, this automation will immediately create a lead and add it to a designated Salesforce campaign. Save time and ensure a seamless integration between your CRM systems, so you can stay focused on building relationships with your leads.
- When this happens...New Contact
Fires when a new contact is created in Follow Up Boss.
- automatically do this!Add Lead to Campaign
Adds an existing lead to an existing campaign.
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