Salesforce + Follow Up Boss Integration

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When Record is created in Salesforce > Check any condition > Create contact without triggering action plans in Follow Up Boss

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Popular Salesforce + Follow Up Boss Workflows

When Record is created in Salesforce > Check any condition > Create contact without triggering action plans in Follow Up Boss

When Record is created in Salesforce then check a condition and Create contact without triggering action plans in Follow Up Boss.

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Create Follow Up Boss deal for new Salesforce opportunity

Salesforce + Follow Up Boss Integration

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Create Salesforce opportunity for new Follow Up Boss deal

Follow Up Boss + Salesforce Integration

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When Record is created in Salesforce > Search contact in Follow Up Boss > Check condition > (If found) > Update contact without triggering action plans in Follow Up Boss > (Else) > Create contact without triggering action plans in Follow Up Boss

When Record is created in Salesforce, Search contact in Follow Up Boss and check condition. If condition matches then Update contact without triggering action plans in Follow Up Boss else Create contact without triggering action plans in Follow Up Boss.

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Create Follow Up Boss task for new Salesforce contact

In Salesforce, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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Create Salesforce task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in Salesforce for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.

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When Record is created in Salesforce > Create contact in Salesforce > Create contact without triggering action plans in Follow Up Boss

When Record is created in Salesforce then Create contact in Salesforce and Create contact without triggering action plans in Follow Up Boss

Activate

When Contact is created in Follow Up Boss > Search contact in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create lead in Salesforce

When Contact is created in Follow Up Boss, Search contact in Salesforce and check condition. If condition matches then Update record in Salesforce else Create lead in Salesforce.

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When Contact is created in Follow Up Boss > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create contact in Salesforce

When Contact is created in Follow Up Boss, Search lead in Salesforce and check condition. If condition matches then Update record in Salesforce else Create contact in Salesforce.

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When Contact is created in Follow Up Boss > Search lead in Salesforce > Check condition > (If found) > Update record in Salesforce > (Else) > Create lead in Salesforce

When Contact is created in Follow Up Boss, Search lead in Salesforce and check condition. If condition matches then Update record in Salesforce else Create lead in Salesforce.

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Create Salesforce task for new Follow Up Boss deal

Follow Up Boss + Salesforce Integration

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What Do You Want To Automate?

When

Contact is created in Salesforce
Account is created in Salesforce
Lead is created in Salesforce
Opportunity is created in Salesforce
Case is created in Salesforce
Task is created in Salesforce
Record is updated in Salesforce
Record is created in Salesforce
Field is updated on record in Salesforce
Outbound message is received in Salesforce Instant
Quote is created in Salesforce
Contact is updated in Salesforce
Account is updated in Salesforce
Lead is updated in Salesforce
Opportunity is updated in Salesforce
Case is updated in Salesforce
Task is updated in Salesforce
Quote is updated in Salesforce
Contact is created in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant

Automatically

Create contact in Salesforce
Create account in Salesforce
Create lead in Salesforce
Create opportunity in Salesforce
Create task in Salesforce
Create case in Salesforce
Create record in Salesforce
Update contact in Salesforce
Update account in Salesforce
Update lead in Salesforce
Update opportunity in Salesforce
Update case in Salesforce
Update task in Salesforce
Update record in Salesforce
Search contact in Salesforce
Search account in Salesforce
Search lead in Salesforce
Search opportunity in Salesforce
Search case in Salesforce
Search task in Salesforce
Search record in Salesforce
Add lead to campaign in Salesforce
Add contact to campaign in Salesforce
Search Quote in Salesforce
Search record using query in Salesforce
Search Record by Id in Salesforce
Apply an action plan to a contact in Follow Up Boss
Create note in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create contact without triggering action plans in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Create collaborators in Follow Up Boss
Reassign agent in Follow Up Boss
Add tags to a contact in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Create deal in Follow Up Boss
Log call in Follow Up Boss
Create task in Follow Up Boss
Search contact in Follow Up Boss

You can also customize or create your own automation and add conditions and
multiple actions etc. And that is also really easy in Integrately.

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Integrately is a 1 click integration platform for non-techies. You can also build
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All you need to do is select automation and
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You Can Also Integrate Salesforce & Follow Up Boss With 900+ Other Apps

Salesforce helps you to organize your business data. The platform allows businesses to connect with its customers in real time and across channels, using analytics to drive better business decisions.

See Salesforce Integrations

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

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Why Salesforce & Follow Up Boss Users ❤ Integrately

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Integrate Salesforce & Follow Up Boss In 1 Click And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Salesforce & Follow Up Boss with 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.