Create new records in Salesforce from new appointments in Follow Up Boss
Streamline your sales processes with this workflow that links Follow Up Boss and Salesforce. When a new appointment is scheduled in Follow Up Boss, a corresponding record is created in Salesforce. This automation ensures seamless record creation in Salesforce saving you time and improving efficiency.
Streamline your sales processes with this workflow that links Follow Up Boss and Salesforce. When a new appointment is scheduled in Follow Up Boss, a corresponding record is created in Salesforce. This automation ensures seamless record creation in Salesforce saving you time and improving efficiency.
- When this happens...New Appointment
Fires when a new appointment is created 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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