Create notes in Follow Up Boss for updated Salesforce records
Stay on top of important updates in Salesforce by creating Follow Up Boss notes when a record field is updated. This workflow ensures that you never miss important changes in Salesforce and allows you to maintain clear and organized communication with your team in Follow Up Boss. Enhance your productivity and keep everything in sync without any manual effort.
Stay on top of important updates in Salesforce by creating Follow Up Boss notes when a record field is updated. This workflow ensures that you never miss important changes in Salesforce and allows you to maintain clear and organized communication with your team in Follow Up Boss. Enhance your productivity and keep everything in sync without any manual effort.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Note
Creates a note on a contact
- Free forever for core features
- 14 day trial for premium features & apps