How to Integrate Followup Boss and Salesforce Using Pabbly Connect

Learn how to automate the integration of Followup Boss and Salesforce using Pabbly Connect with this step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for integration, first navigate to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the ‘Sign Up for Free’ button to create an account, which grants you 100 free tasks each month to explore the platform. Existing users can simply click on ‘Sign In’ to access their dashboard and begin creating workflows.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button to start. You will be prompted to name your workflow; for this integration, name it ‘Add Followup Boss Person as a Lead in Salesforce’.

After naming your workflow, select an appropriate folder for organization. Now, you will see two windows: one for the trigger and one for the action. The trigger will be Followup Boss, and the action will be Salesforce.

• Select Followup Boss as the trigger application.
• Choose ‘New Person Added’ as the trigger event.
• Click on ‘Connect Now’ to establish a connection.

After setting up the trigger, proceed to the next step where you will configure the action.

3. Setting Up the Trigger with Followup Boss

To configure the trigger in Pabbly Connect, select ‘Add New Connection’ and provide the necessary API key from your Followup Boss account. This key is accessible under the admin settings in Followup Boss.

Once you have copied the API key, paste it into the designated field in Pabbly Connect, ensuring the password field remains blank. After saving, click on ‘Save and Send Test Request’ to test the connection. You will need to create a new person in Followup Boss to capture the response.

• Create a new contact using the linked form.
• Submit the form with the new person’s details.

After submission, return to Pabbly Connect to check if the response has been captured successfully.

4. Configuring the Action to Create a Lead in Salesforce

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select Salesforce as the action application and choose ‘Create Lead’ as the action event. Click on ‘Connect’ to establish the connection.

Authorize Pabbly Connect to access your Salesforce account by clicking ‘Allow’. After successful authorization, you will need to fill in the required fields to create a lead, such as first name, last name, email, and phone number. Ensure to map the details received from Followup Boss to these fields.

Map the first name and last name from Followup Boss. Enter ‘None’ for the company name if not provided. Map the phone number and email address accordingly.

Finally, click on ‘Save and Send Test Request’ to create the lead in Salesforce. Verify in your Salesforce account that the lead has been successfully created.

5. Summary of the Integration Process with Pabbly Connect

In this tutorial, we have successfully integrated Followup Boss and Salesforce using Pabbly Connect. The workflow consists of a trigger from Followup Boss and actions leading to Salesforce, ensuring seamless automation.

Whenever a new person is added in Followup Boss, their details are automatically fetched and used to create a lead in Salesforce. This process illustrates the power of Pabbly Connect in automating tasks without the need for coding.

Conclusion

In conclusion, using Pabbly Connect allows you to automate the integration between Followup Boss and Salesforce efficiently. By following the steps outlined, you can streamline your workflow and enhance productivity.