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

Learn how to automate Google Contacts creation for new Follow Up Boss persons using Pabbly Connect with this detailed step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

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, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re new, you can sign up for free and enjoy 100 free tasks each month.

Once signed in, you will see the dashboard. From there, select Pabbly Connect by clicking on the ‘Access Now’ button. This will take you to the Pabbly Connect dashboard, where you can create a workflow for your automation.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A new window will appear, prompting you to name your workflow. using Pabbly Connect

• Name your workflow as ‘Google Contacts for New Follow Up Boss Person’.
• Select a folder to save your workflow, for example, ‘Google Contacts Automation’.

After completing these steps, click on the ‘Create’ button. This will set up your workflow, allowing you to define the trigger and action steps needed for automation.

3. Setting Up Trigger and Action Steps

The next step involves setting up the trigger and action for your workflow. Click on the arrow next to the trigger section and select Follow Up Boss as your trigger application. Then, choose the trigger event as ‘New Person Added’.

After selecting the trigger, click on ‘Connect’ to link Follow Up Boss with Pabbly Connect. If you don’t have an existing connection, you will need to create a new one by entering your API key from your Follow Up Boss account.

• Navigate to your Follow Up Boss account and click on ‘Admin’.
• Select ‘More’ and then click on ‘API’ to generate a new API key.

Once you have your API key, paste it into Pabbly Connect and click on ‘Save’. This will finalize your trigger setup and prepare it to capture new person data.

4. Adding Action Steps to Get Person Details

With your trigger set, it’s time to add an action step. Click on the add button and select Follow Up Boss again as your action application. Choose the action event as ‘Get a Person’. This action will retrieve the details of the person that was added as a lead.

Click on ‘Connect’ and use your existing connection to save. Now, you need to map the Person ID from the trigger step into the action step. This mapping allows Pabbly Connect to dynamically pull the correct data every time a new person is added.

Click on the mapping arrow and select the Person ID from the previous step. Click ‘Save’ and send a test request to ensure the data is captured correctly.

Once the test request is successful, you will see the person’s details, confirming that Pabbly Connect has successfully retrieved the information.

5. Creating Google Contact from Retrieved Data

Now that you have the person’s details, the final step is to create a Google contact. Click on the add button again and select Google Contacts as your action application. Choose the action event as ‘Create Contact’.

Connect Google Contacts with Pabbly Connect by clicking on ‘Connect’ and authorizing the application. Once connected, map the required fields such as first name, last name, email, and phone number from the previous step to create a new contact.

Map the first name and last name from Follow Up Boss. Ensure all necessary fields are filled out and click ‘Save’.

After saving, send a test request to Google Contacts. Refresh your Google Contacts page to verify that the new contact has been created successfully. This confirms that your integration is working properly through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to create a Google contact for a new Follow Up Boss person using Pabbly Connect. By setting up a workflow with triggers and actions, you can automate the process of adding new contacts effortlessly. This integration streamlines your workflow and enhances productivity.