Follow Up Boss New People to Salesforce Find Account

Follow Up Boss
Salesforce

How this workflow works

Step 1

New PeopleFollow Up Boss

Receives a notification whenever a new person is created in Follow Up Boss.

Step 2

Find AccountSalesforce

Retrieves a single account record based on the provided data.

Follow Up Boss

New People

Follow Up Boss

Trigger
Salesforce

Find Account

Salesforce

Action

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