Add collaborators in Follow Up Boss for new or updated module entries in Zoho CRM
Keep your team informed and organized with this seamless workflow between Zoho CRM and Follow Up Boss. When a new or updated module entry is detected in Zoho CRM, this automation will immediately add collaborators in Follow Up Boss. Stay on top of your leads, ensuring a quicker and more efficient response time, while enhancing collaboration across your team.
Keep your team informed and organized with this seamless workflow between Zoho CRM and Follow Up Boss. When a new or updated module entry is detected in Zoho CRM, this automation will immediately add collaborators in Follow Up Boss. Stay on top of your leads, ensuring a quicker and more efficient response time, while enhancing collaboration across your team.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Add Collaborators
Adds selected users as collaborated on a given contact.
- Free forever for core features
- 14 day trial for premium features & apps
New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It