Follow Up Boss + Salesforce
Create or update Follow Up Boss contacts without triggering action plans for new Salesforce records
This workflow initiates when a new record is added in Salesforce, streamlining the process by instantly creating or updating a contact in Follow Up Boss, without initiating any action plans. Perfect for sales teams keeping track of client interactions, this process simplifies data management and enhances efficiency. Save valuable time and focus on nurturing your business relationships.
This workflow initiates when a new record is added in Salesforce, streamlining the process by instantly creating or updating a contact in Follow Up Boss, without initiating any action plans. Perfect for sales teams keeping track of client interactions, this process simplifies data management and enhances efficiency. Save valuable time and focus on nurturing your business relationships.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- 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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