How to Create Google Contact for New Follow Up Boss Person Using Pabbly Connect

Learn how to create a Google contact for a new Follow Up Boss person using Pabbly Connect. Step-by-step tutorial with detailed instructions. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Google contact for a new Follow Up Boss person, we will use Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and enjoy 100 free tasks each month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will see various applications available for integration. Click on the ‘Access Now’ button for Pabbly Connect to proceed with setting up your automation.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, we need to create a workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to enter a workflow name. using Pabbly Connect

• Name the workflow as ‘Google Contacts for New Follow Up Boss Person’.
• Select the folder where you want to save this workflow.
• Click on ‘Create’ to finalize the workflow setup.

With the workflow created, you will see two main sections: Trigger and Action. The Trigger section will capture the event from Follow Up Boss, while the Action section will execute the task in Google Contacts.

3. Setting Up the Trigger in Pabbly Connect

In this step, we will set up the trigger for our workflow. Click on the arrow in the Trigger section to choose your trigger application. Select ‘Follow Up Boss’ as your trigger application.

Next, select the trigger event as ‘New Person Added’. This means every time a new person is created in Follow Up Boss, Pabbly Connect will capture this event. Click on the ‘Connect’ button to establish the connection.

• If you don’t have an existing connection, click on ‘Add New Connection’.
• You will need to enter your API key from Follow Up Boss.

To obtain the API key, log in to your Follow Up Boss account, navigate to the Admin section, and find the API option. Create a new API key, copy it, and paste it into Pabbly Connect. After saving this, click on ‘Save and Send Test Request’ to ensure everything is set up correctly.

4. Configuring the Action in Pabbly Connect

After successfully capturing the trigger, we need to set up the action step. Click on the add button to select the action application, which will also be ‘Follow Up Boss’. Choose the action event as ‘Get a Person’. This action will retrieve the details of the newly added person using the ID captured from the trigger. using Pabbly Connect

Click on ‘Connect’ again, and if you have an existing connection, select it. Otherwise, create a new connection. You will need to map the Person ID from the trigger step to retrieve the complete information of the person.

Map the data for the Person ID from the previous step. Click on ‘Save and Send Test Request’ to confirm the action works.

Once the response is received, you will see the details of the person who was added, such as their first name, last name, email, and phone number, confirming that the action step is functioning correctly.

5. Creating Google Contact Using Pabbly Connect

Now that we have the person’s details, we will set up the final action step to create a Google contact. Select ‘Google Contacts’ as the action application and choose the action event as ‘Create Contact’. This will allow Pabbly Connect to automatically create a contact in Google Contacts whenever a new person is added in Follow Up Boss.

Click on ‘Connect’ and authorize Pabbly Connect to access your Google Contacts. Once authorized, you will need to map the required fields such as first name, last name, email, and phone number from the previous step.

Map the first name and last name from the Follow Up Boss data. Map the email and phone number accordingly.

Finally, click on ‘Save and Send Test Request’ to create the contact. You can then check your Google Contacts to confirm that the new contact has been successfully created.

Conclusion

In this tutorial, we demonstrated how to create a Google contact for a new Follow Up Boss person using Pabbly Connect. By following the steps outlined, you can automate the process of adding new contacts efficiently. This integration allows for seamless data flow between Follow Up Boss and Google Contacts, enhancing your productivity.