Update Salesforce records when Follow Up Boss stages change
Keep your CRM updated seamlessly with this automation. When there's a change in the stage of any contact in Follow Up Boss, a new record will be created in Salesforce instantly. It's a simple way to save time and ensure the accuracy of your database, while streamlining the flow of information between your sales and relationship management platforms.
Keep your CRM updated seamlessly with this automation. When there's a change in the stage of any contact in Follow Up Boss, a new record will be created in Salesforce instantly. It's a simple way to save time and ensure the accuracy of your database, while streamlining the flow of information between your sales and relationship management platforms.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated 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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