This automation scenario allows you to connect Follow Up Boss and Mailchimp
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Follow Up Boss and Mailchimp can also be integrated using automation tools other than zapier:
When this trigger fires in Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Then this action happens in Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
This guide contains information on how to set up an automatic workflow that allows to Add or update Mailchimp subscribers for new tags added contacts in Follow Up Boss.
Part I
First, we need to connect Follow Up Boss and Mailchimp to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Follow Up Boss to Zapier.
Give Zapier access to your Follow Up Boss account, using Follow Up Boss credentials.
Connect Mailchimp to Zapier.
Give Zapier access to your Mailchimp account, using Mailchimp credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Follow Up Boss
Choose the following trigger: Tag Added to Contact (Fires when a tag is added to a contact in Follow Up Boss.).
Then set up an Action for Mailchimp
Choose this action: Add/Update Subscriber (Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Follow Up Boss and Mailchimp.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Add or update Mailchimp subscribers for new tags added contacts in Follow Up Boss!
Triggers when a new subscriber is added to an audience.
Triggers when a new campaign is created or sent.
Triggers when a subscriber is added to a segment or tag within an audience.
Triggers when a subscriber is added or updated in an audience.
Triggers when any current subscriber unsubscribes from an audience.
Triggers when a new customer is added to a selected store.
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Creates a note on a contact
Applies a selected action plan to a contact.
Adds tags to a contact.
Create a task for a contact.
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