How to Create a Salesforce Record for New Follow Up Boss Person Using Pabbly Connect

Learn how to automate the creation of Salesforce records for new Follow Up Boss persons using Pabbly Connect in this detailed tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Salesforce record from a new Follow Up Boss person, you first need to access Pabbly Connect. Visit the Pabbly Connect homepage by typing the URL in your browser.

Once there, you’ll see options to sign in or sign up for free. If you’re a new user, click on the ‘Sign up for free’ button. Existing users can directly click ‘Sign in’ to access their dashboard. After signing in, you will be taken to the Pabbly Connect dashboard where you can create your automation workflows.

2. Creating a New Workflow in Pabbly Connect

To create the integration workflow, click on the ‘Create Workflow’ button on your Pabbly Connect dashboard. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Add Follow Up Boss Person as a Lead in Salesforce’. using Pabbly Connect

• Provide a name for your workflow.
• Select the folder to save your workflow.
• Click ‘Create’ to proceed.

After creating the workflow, you will see two windows: one for the trigger and another for the action. In this integration, Follow Up Boss will be the trigger application, and Salesforce will be the action application.

3. Setting Up the Trigger with Follow Up Boss

In the trigger application window, select ‘Follow Up Boss’ as your trigger application. The trigger event you need to choose is ‘New Person Added’. This means that whenever a new person is added to your Follow Up Boss account, it will trigger the workflow. using Pabbly Connect

Next, click on ‘Connect Now’ to establish a connection. You will need to create an API key from your Follow Up Boss account. Navigate to the admin section, find the option for API, and create a new API key. Copy this key and paste it into Pabbly Connect, leaving the password field blank. Click ‘Save’ to establish the connection.

4. Configuring the Action to Create a Salesforce Lead

Once the trigger is set up, proceed to configure the action. Select ‘Follow Up Boss’ again as the action application and choose ‘Get a Person’ as the action event. This step is crucial as it retrieves the details of the person added in Follow Up Boss. using Pabbly Connect

• Connect using the existing connection.
• Map the ID of the person you received in the trigger response.
• Click ‘Save and send test request’ to fetch the person’s details.

After successfully retrieving the person’s details, you can now set up the final action to create a lead in Salesforce. Select Salesforce as your action application and choose ‘Create Lead’ as the action event. Connect to Salesforce by allowing Pabbly Connect access to your account and proceed to map the necessary fields.

5. Finalizing the Integration and Testing

In the Salesforce action setup, you’ll need to enter details such as the first name, last name, email, and phone number. Map these details from the previous response you received from Follow Up Boss. If any required fields are missing, you can enter placeholder data. using Pabbly Connect

Once all fields are mapped correctly, click ‘Save and send test request’. Upon successful completion, you will receive a response confirming that the lead has been created in Salesforce. Check your Salesforce account to verify that the lead appears with the correct details.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

This integration between Follow Up Boss and Salesforce using Pabbly Connect allows for seamless automation of lead creation. Whenever a new person is added in Follow Up Boss, their information is automatically sent to Salesforce, ensuring that your lead management process is efficient and effective.