Create notes in Follow Up Boss for updated records in Salesforce
Keep your sales team informed and organized with this seamless workflow between Salesforce and Follow Up Boss. When a record is updated in Salesforce, a note will be created in Follow Up Boss, ensuring that all relevant information is efficiently transferred for better collaboration and communication. Stay on top of updates and never miss out on important details with this automated solution.
Keep your sales team informed and organized with this seamless workflow between Salesforce and Follow Up Boss. When a record is updated in Salesforce, a note will be created in Follow Up Boss, ensuring that all relevant information is efficiently transferred for better collaboration and communication. Stay on top of updates and never miss out on important details with this automated solution.
- When this happens...Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
- automatically do this!Create Note
Creates a note on a contact
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