How to Automatically Send Email to New Person in Follow Up Boss Using Pabbly Connect

Learn how to automatically send emails to new contacts in Follow Up Boss using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless integration. 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 Email Automation

To automatically send an email to a new person in Follow Up Boss, you need to access Pabbly Connect. As an existing user, simply sign in. If you are new, click on ‘Sign up for free’ to create an account and receive 100 free tasks each month.

After signing in, navigate to the Pabbly Connect dashboard by clicking on ‘Access Now’. From here, you can start creating a workflow that automates the email sending process whenever a new person is added in Follow Up Boss.

2. Creating a Workflow in Pabbly Connect

To set up the automation, click on the ‘Create Workflow’ button in the top right corner of your Pabbly Connect dashboard. Name your workflow something descriptive, such as ‘Send Email for New Follow Up Boss Person’. Save it in a folder named ‘Follow Up Boss Automation’ for easy access.

• Click on ‘Create’ to start building your workflow.
• Select ‘Follow Up Boss’ as the trigger application.
• Choose ‘New Person Added’ as the trigger event.

With these selections, you’re telling Pabbly Connect to initiate the workflow whenever a new person is added in Follow Up Boss. This sets the stage for the next action in the workflow.

3. Connecting Follow Up Boss to Pabbly Connect

Next, establish a connection between Follow Up Boss and Pabbly Connect. Click on ‘Connect’ in the trigger window and enter your API key from Follow Up Boss. You can find the API key by navigating to Admin > More > API in your Follow Up Boss account.

After copying the API key, paste it into Pabbly Connect and click ‘Save’. This action connects the two platforms, enabling the trigger to work effectively. Click on ‘Save and Send Test Request’ to verify the connection.

4. Sending Email with Gmail through Pabbly Connect

After verifying the connection, you need to add an action application to send the email. Select Gmail as the action application and choose ‘Send Email’ as the action event. Again, click on ‘Connect’ to link your Gmail account with Pabbly Connect.

• Authorize Pabbly Connect to access your Gmail account.
• Map the email address from the previous response to the email field.
• Fill in the sender name, subject, and email content using mapped data.

By mapping the data, you ensure that each email sent is personalized with the new person’s details, making the communication more effective. Complete the setup by clicking ‘Save and Send Test Request’ to send a test email.

5. Successful Email Notification and Workflow Completion

Once the test email is sent, you will receive a positive response indicating that the email has been successfully dispatched to the new person added in Follow Up Boss. This confirms that your automation is functioning correctly through Pabbly Connect.

In Follow Up Boss, you can see the details of the new person and verify that the email was sent. This automation allows for seamless communication with new contacts, enhancing your engagement strategy.

Conclusion

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

In conclusion, using Pabbly Connect to automatically send emails to new persons in Follow Up Boss streamlines your workflow significantly. By following the steps outlined, you can ensure that every new contact receives timely communication, enhancing your overall productivity.