Add new collaborators in Follow Up Boss for updated contacts in Zoho CRM
Strengthen team collaboration and save time with this effective workflow between Zoho CRM and Follow Up Boss. When a new or updated contact is detected in Zoho CRM, this integration seamlessly adds collaborators to the contact in Follow Up Boss, keeping your sales team informed and updated on the latest details. Eliminate manual updates and enhance productivity with this streamlined connection.
Strengthen team collaboration and save time with this effective workflow between Zoho CRM and Follow Up Boss. When a new or updated contact is detected in Zoho CRM, this integration seamlessly adds collaborators to the contact in Follow Up Boss, keeping your sales team informed and updated on the latest details. Eliminate manual updates and enhance productivity with this streamlined connection.
- When this happens...New 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.
- 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