Follow Up Boss Integration with Pabbly Connect

This documentation offers a comprehensive, step-by-step guide to integrating your Follow Up Boss account with Pabbly Connect. By following these instructions, you can effortlessly establish a seamless connection between the two platforms.

How to authorize Follow Up Boss in Pabbly Connect?​

• Within Pabbly Connect, navigate to the trigger step and choose "Follow Up Boss" as the trigger you wish to perform. Select a trigger event, such as "New Person Added".

• To establish a connection, select "Add New Connection" and if you already have an existing connection, you can opt for "Select Existing Connection" instead.
• To establish a new connection, select the "Add New Connection" radio button, and enter the API Key.

• To obtain the API Key, log in to your Follow Up Boss account. Navigate to "Admin", click on the "more" dropdown, and proceed to the "API" section.

===========================TRIGGERS=============================

Follow Up Boss: New Person Added(Trigger Event)

Please follow below the steps to capture the response of a new person added for the above-mentioned trigger event:

• Use Case: To capture the response of a new person added to the Follow Up Boss account.
• Select the "New Person Added" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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Follow Up Boss: Person Updated(Trigger Event)

Please follow below the steps to capture the response when the details of a person are updated for the above-mentioned trigger event:

• Use Case: To capture the response when the details of a person are updated in the Follow Up Boss account.
• Select the "Person Updated" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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Follow Up Boss: Person Stage Updated(Trigger Event)

Please follow below the steps to capture the response when the stage of a person is updated for the above-mentioned trigger event:

• Use Case: To capture the response when the stage of a person is updated in the Follow Up Boss account.
• Select the "Person Stage Updated" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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Follow Up Boss: Tag Added to a Person(Trigger Event)

Please follow below the steps to capture the response when tags are added to a person for the above-mentioned trigger event:

• Use Case: To capture the response when tags are added to a person in the Follow Up Boss account.
• Select the "Tag Added to a Person" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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Follow Up Boss: New Appointment Created(Trigger Event)

Please follow below the steps to capture the response when a new appointment is created for the above-mentioned trigger event:

• Use Case: To capture the response when a new appointment is created in the Follow Up Boss account.
• Select the "New Appointment Created" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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Follow Up Boss: New Deal Created(Trigger Event)

Please follow below the steps to capture the response when a new deal is created for the above-mentioned trigger event:

• Use Case: To capture the response when a new deal is created in the Follow Up Boss account.
• Select the "New Deal Created" as a trigger event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Click on "Save and Send Test Request".

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[ShailyV]

===========================ACTIONS============================

Follow Up Boss: Add a Note(Action Event)

Please follow below the steps to add a note for the above-mentioned action event:

• Use Case: To add a note in the Follow Up Boss account.
• Select the "Add a Note" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Person ID" and enter the values in the other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Update a Note(Action Event)

Please follow below the steps to update an existing note for the above-mentioned action event:

• Use Case: To update an existing node in the Follow Up Boss account.
• Select the "Update a Note" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Note ID" and enter the values in the other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Get a Note(Action Event)

Please follow below the steps to get a specific note for the above-mentioned action event:

• Use Case: To get a specific note in the Follow Up Boss account.
• Select the "Get a Note" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Note ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Search Notes(Action Event)

Please follow below the steps to get all notes for the above-mentioned action event:

• Use Case: To get all notes in the Follow Up Boss account.
• Select the "Search Notes" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Person ID" field and enter the "Limit".
• Click on "Save and Send Test Request".

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Follow Up Boss: Delete a Note(Action Event)

Please follow below the steps to delete a note for the above-mentioned action event:

• Use Case: To delete a note in the Follow Up Boss account.
• Select the "Search Notes" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Note ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Create a Task(Action Event)

Please follow below the steps to create a task for a person for the above-mentioned action event:

• Use Case: To create a task for a person in the Follow Up Boss account.
• Select the "Create a Task" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Person ID" field and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Update a Task(Action Event)

Please follow below the steps to update a task for a person for the above-mentioned action event:

• Use Case: To update a task for a person in the Follow Up Boss account.
• Select the "Create a Task" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Person ID", and "Task ID" fields and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Get a Task(Action Event)

Please follow below the steps to get a task created for a person for the above-mentioned action event:

• Use Case: To get a task created for a person in the Follow Up Boss account.
• Select the "Get a Task" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Task ID" field and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Delete a Task(Action Event)

Please follow below the steps to delete a task created for a person for the above-mentioned action event:

• Use Case: To delete a task created for a person in the Follow Up Boss account.
• Select the "Delete a Task" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Task ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Create a Deal(Action Event)

Please follow below the steps to create a deal for the above-mentioned action event:

• Use Case: To create a deal in the Follow Up Boss account.
• Select the "Create a Deal" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Stage ID", "User ID", and "Person ID" fields and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Update a Deal(Action Event)

Please follow below the steps to update an existing deal for the above-mentioned action event:

• Use Case: To update an existing deal in the Follow Up Boss account.
• Select the "Update a Deal" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Deal ID", "Name", "Pipeline ID", "Stage ID", "User ID", and "Person ID" fields and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Get a Deal(Action Event)

Please follow below the steps to get the details of a specific deal for the above-mentioned action event:

• Use Case: To get the details of a specific deal in the Follow Up Boss account.
• Select the "Get a Deal" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Deal ID", field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Search Deals(Action Event)

Please follow below the steps to get the details of all the deals for the above-mentioned action event:

• Use Case: To get the details of all the deals in the Follow Up Boss account.
• Select the "Search Deals" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the values in the required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Delete a Deal(Action Event)

Please follow below the steps to delete a deal for the above-mentioned action event:

• Use Case: To delete a deal in the Follow Up Boss account.
• Select the "delete a deal" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the "Deal ID" fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Check Duplicate(Action Event)

Please follow below the steps to get the details of a duplicate person for the above-mentioned action event:

• Use Case: To get the details of a duplicate person in the Follow Up Boss account.
• Select the "Check Duplicate" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the values in the required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Create a New Person(Action Event)

Please follow below the steps to create a new person for the above-mentioned action event:

• Use Case: To create a new person in the Follow Up Boss account.
• Select the "Create a New Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the values in the required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Update a Person(Action Event)

Please follow below the steps to update the details of an existing person for the above-mentioned action event:

• Use Case: To update the details of an existing person in the Follow Up Boss account.
• Select the "Update a Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the "Person ID" and enter the values in other required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Get a Person(Action Event)

Please follow below the steps to get the details of a specific person for the above-mentioned action event:

• Use Case: To get the details of a specific person in the Follow Up Boss account.
• Select the "Get a Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the "Person ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Delete a Person(Action Event)

Please follow below the steps to delete the details of a specific person for the above-mentioned action event:

• Use Case: To delete the details of a specific person in the Follow Up Boss account.
• Select the "Delete a Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the "Person ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: List Users(Action Event)

Please follow below the steps to list all users for the above-mentioned action event:

• Use Case: To list all users in the Follow Up Boss account.
• Select the "List Users" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose the user's role in the "User Role" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Add a Call Log(Action Event)

Please follow below the steps to add a call log for the above-mentioned action event:

• Use Case: To add a call log in to the Follow Up Boss account.
• Select the "Add a Call Log" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Enter the values in the required fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Get a Call(Action Event)

Please follow below the steps to get call log details for the above-mentioned action event:

• Use Case: To get a call log details into the Follow Up Boss account.
• Select the "Add a Call Log" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the value in the "Call ID" field.
• Click on "Save and Send Test Request".

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Follow Up Boss: Search Calls(Action Event)

Please follow below the steps to get the details of all call logs for the above-mentioned action event:

• Use Case: To get the details of all call logs into the Follow Up Boss account.
• Select the "Search Calls" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the value in the "Person ID" field and enter the limit value.
• Click on "Save and Send Test Request".

=================================================================

 

[ShailyV]

Follow Up Boss: Add an Action Plan to a Person(Action Event)

Please follow below the steps to add an action plan to a person for the above-mentioned action event:

• Use Case: To add an action plan to a person into the Follow Up Boss account.
• Select the "Add an Action Plan to a Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the value in the "Person ID" and "Active Plan ID" fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: Update an Action Plan to a Person(Action Event)

Please follow below the steps to update an action plan for a person for the above-mentioned action event:

• Use Case: To update an action plan for a person into the Follow Up Boss account.
• Select the "Update an Action Plan for a Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the value in the "ID" and "Status" fields.
• Click on "Save and Send Test Request".

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Follow Up Boss: List Action Plans Person(Action Event)

Please follow below the steps to list action plans for a person for the above-mentioned action event:

• Use Case: To list action plans for a person into the Follow Up Boss account.
• Select the "List Action Plans Person" as an action event, connect your Follow Up Boss account, choose the connection type (either new connection or existing connection), and click the "Save" button (For help with authorization, check out the "How to authorize Follow Up Boss in Pabbly Connect?" section.)
• Choose or map the value in the "Person ID" and "Active Plan ID" fields.
• Click on "Save and Send Test Request".

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Successful Integration:

Upon completing the above steps, your Follow Up Boss account will now be successfully integrated with Pabbly Connect. You can utilize different actions and triggers according to your purpose. With this integration, you can automate processes through Pabbly Connect, improving your workflow and enhancing your productivity.

If you encounter any issues or require further assistance, feel free to reach out to our support team for help. ([email protected])

Happy integrating!