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Unify sales processes by syncing leads from Follow Up Boss to Zendesk Sell, ensuring no opportunity is missed. Latenode's visual editor and affordable execution costs make advanced lead management accessible, with custom logic via JavaScript.
Connect Follow Up Boss and Zendesk Sell in minutes with Latenode.
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Create a New Scenario to Connect Follow Up Boss and Zendesk Sell
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Zendesk Sell will be your first step. To do this, click "Choose an app," find Follow Up Boss or Zendesk Sell, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Zendesk Sell Node
Next, click the plus (+) icon on the Follow Up Boss node, select Zendesk Sell from the list of available apps, and choose the action you need from the list of nodes within Zendesk Sell.
Follow Up Boss
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Zendesk Sell
Authenticate Zendesk Sell
Now, click the Zendesk Sell node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Zendesk Sell settings. Authentication allows you to use Zendesk Sell through Latenode.
Configure the Follow Up Boss and Zendesk Sell Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Zendesk Sell Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Zendesk Sell
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, Zendesk Sell, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the Follow Up Boss and Zendesk Sell integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Zendesk Sell (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + Zendesk Sell + Slack: When a deal's stage is updated in either Follow Up Boss or Zendesk Sell, a notification is sent to a designated Slack channel to keep the sales team informed.
Zendesk Sell + Follow Up Boss + Google Sheets: When a deal is updated in Zendesk Sell, the corresponding information is updated in Follow Up Boss, and a new row is added to a Google Sheet to track the changes.
About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Zendesk Sell
Sync Zendesk Sell with Latenode to automate sales tasks. Create visual workflows to update deals, manage contacts, and trigger actions based on sales activity. Enhance your CRM data with enrichment tools, route leads intelligently, and automate follow-ups β all in a scalable, low-code environment.
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How can I connect my Follow Up Boss account to Zendesk Sell using Latenode?
To connect your Follow Up Boss account to Zendesk Sell on Latenode, follow these steps:
Can I create deals in Zendesk Sell from new Follow Up Boss leads?
Yes, you can! Latenode allows you to automatically create deals in Zendesk Sell whenever a new lead is added to Follow Up Boss, saving sales teams valuable time and ensuring no lead is missed.
What types of tasks can I perform by integrating Follow Up Boss with Zendesk Sell?
Integrating Follow Up Boss with Zendesk Sell allows you to perform various tasks, including:
How does Latenode handle data mapping between Follow Up Boss and Zendesk Sell?
Latenode's visual editor simplifies data mapping, letting you effortlessly link corresponding fields between Follow Up Boss and Zendesk Sell for seamless data transfer.
Are there any limitations to the Follow Up Boss and Zendesk Sell integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: