Update Follow Up Boss contacts when Salesforce records change
Effortlessly keep your contacts updated with this automation between Salesforce and Follow Up Boss. When a record is updated in Salesforce, this workflow takes care of creating or updating the contact in Follow Up Boss - without triggering action plans. Maintain up-to-date contact information and nurture your leads more effectively with this seamless connection.
Effortlessly keep your contacts updated with this automation between Salesforce and Follow Up Boss. When a record is updated in Salesforce, this workflow takes care of creating or updating the contact in Follow Up Boss - without triggering action plans. Maintain up-to-date contact information and nurture your leads more effectively with this seamless connection.
- 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 or Update Contact Without Triggering Action Plans
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
- Free forever for core features
- 14 day trial for premium features & apps