How to get a lead details from follow up boss into go high level

[alfmarkel]

when I use the tag added or person added follow up boss trigger events I don't see how to capture record details from follow up boss so I can add them to go high level. please help

 

[ArshilAhmad]

Hi @alfmarkel,

Could you please elaborate a bit more on your excat concern? Also, please share the Workflow URL where you have encountered this issue.

 

[alfmarkel]

I figured it out.
I want.... when a new record is tagged xxxxx in follow up boss, add that lead to go high level.,
I couldn't figure out why I couldn't get the record detail. all I received was the FUB URL and a record ID.
I figured out I had to add FUB as my second step and match on the ID from the first step.

I then added a filter for step 3 to match on which tag I want to send to GHL.

 

[Preeti Paryani]

Hello @alfmarkel

The issue appears to be resolved now. If you encounter any difficulties in the future, please let us know.