Update Follow Up Boss contacts without triggering action plans when Salesforce records have updated fields
Keep your contacts in sync between Salesforce and Follow Up Boss with this efficient workflow. Whenever a record field is updated in Salesforce, this automation will create or update the corresponding contact in Follow Up Boss without triggering action plans. Stay organized and save time by ensuring your contact information is always up-to-date across both platforms.
Keep your contacts in sync between Salesforce and Follow Up Boss with this efficient workflow. Whenever a record field is updated in Salesforce, this automation will create or update the corresponding contact in Follow Up Boss without triggering action plans. Stay organized and save time by ensuring your contact information is always up-to-date across both platforms.
- 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 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!
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