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

Learn how to automate sending emails to new contacts in Follow Up Boss using Pabbly Connect. Follow our step-by-step guide for seamless integration. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Introduction to Automating Emails with Pabbly Connect

In this tutorial, we will explore how to automatically send email to new person in Follow Up Boss using Pabbly Connect. The goal is to ensure that whenever a new person is added in Follow Up Boss, an email is sent to that individual without any manual intervention.

To achieve this, we will utilize Pabbly Connect as the integration platform, connecting Follow Up Boss and Gmail. This will streamline the process and enhance productivity by automating repetitive tasks.

2. Accessing Pabbly Connect for Workflow Creation

To start, log into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month. Once logged in, navigate to the applications page.

Click on the ‘Access Now’ button under Pabbly Connect to open your dashboard. Here, you will create a new workflow by clicking the ‘Create Workflow’ button located in the top right corner.

3. Setting Up the Trigger in Pabbly Connect

In the workflow creation dialog, name your workflow as ‘Send Email for New Follow Up Boss Person’. Save this workflow in a folder named ‘Follow Up Boss Automation’ for easy access later. using Pabbly Connect

Next, set up the trigger by selecting Follow Up Boss as the trigger application. Choose the trigger event as ‘New Person Added’. This ensures that the workflow will activate every time a new person is added in your Follow Up Boss account.

• Select Follow Up Boss as the trigger application.
• Choose ‘New Person Added’ as the trigger event.

Once the trigger is set, click on ‘Save and Send Test Request’ to ensure that the connection is established correctly.

4. Setting Up the Action to Send Email

After successfully configuring the trigger, it’s time to set up the action. For this, select Gmail as the action application and choose ‘Send Email’ as the action event. This action will send an email to the new person added in Follow Up Boss.

To connect Gmail with Pabbly Connect, click on the ‘Connect’ button and authorize access to your Gmail account. Once connected, you can map the email ID of the new person from the previous step.

• Select Gmail as the action application.
• Choose ‘Send Email’ as the action event.

Fill in the required email fields such as subject, sender name, and email content. Use mapping to dynamically insert the new person’s details from the Follow Up Boss response.

5. Testing the Integration and Finalizing

After setting up the email fields, click on ‘Save and Send Test Request’ to test the integration. If the setup is successful, an email will be sent to the new person in Follow Up Boss. using Pabbly Connect

Review your email to ensure that it contains the correct information. You should see the new person’s details included in the email. This confirms that the integration is working as intended, and now every time a new person is added in Follow Up Boss, an email will automatically be sent.

Conclusion

In this tutorial, we demonstrated how to automatically send email to new person in Follow Up Boss using Pabbly Connect. By following these steps, you can streamline your communication process and enhance productivity with automated workflows.