Create Salesforce records for new Follow Up Boss contacts
Effortlessly transfer new contacts from Follow Up Boss to Salesforce with this seamless workflow. As soon as a new contact is added in Follow Up Boss, a record will be created in Salesforce, keeping your databases up-to-date and organized. Stay on top of your contacts and improve your relationship management without any manual work.
Effortlessly transfer new contacts from Follow Up Boss to Salesforce with this seamless workflow. As soon as a new contact is added in Follow Up Boss, a record will be created in Salesforce, keeping your databases up-to-date and organized. Stay on top of your contacts and improve your relationship management without any manual work.
- When this happens...New Contact
Fires when a new contact is created 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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