Follow Up Boss
Mailchimp
zapier

An automated workflow using zapier

Connects Follow Up Boss + Mailchimp

Add or update Mailchimp subscribers for new tags added contacts in Follow Up Boss

About this workflow template

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.

Follow Up Boss and Mailchimp can also be integrated using automation tools other than zapier:

Diagram

Add or update Mailchimp subscribers for new tags added contacts in Follow Up Boss
Workflow diagram: Follow Up Boss + Mailchimp integration

How it works?

When this trigger fires in Follow Up Boss

Follow Up Boss

Tag Added to Contact in Follow Up Boss

Fires when a tag is added to a contact in Follow Up Boss.

Then this action happens in Mailchimp

Mailchimp

Add/Update Subscriber in Mailchimp

Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.

How to set up this workflow

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

Configure Applications

First, we need to connect Follow Up Boss and Mailchimp to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Follow Up Boss to Zapier.

    Connect Follow Up Boss to Zapier.

    Give Zapier access to your Follow Up Boss account, using Follow Up Boss credentials.

  • Connect Mailchimp to Zapier.

    Connect Mailchimp to Zapier.

    Give Zapier access to your Mailchimp account, using Mailchimp credentials.

Part II

Build an integration workflow

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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Mailchimp

    New subscriber

    Triggers when a new subscriber is added to an audience.

    zapieriftttautomateiopabbly-connect
    triggerbyzapieriftttautomateiopabbly-connect
  • Mailchimp

    New campaign

    Triggers when a new campaign is created or sent.

    zapierautomateiopabbly-connectpipedream
    triggerbyzapierautomateiopabbly-connectpipedream
  • Mailchimp

    New subscriber in segment or tag

    Triggers when a subscriber is added to a segment or tag within an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New or updated subscriber

    Triggers when a subscriber is added or updated in an audience.

    zapier
    triggerbyzapier
  • Mailchimp

    New unsubscriber

    Triggers when any current subscriber unsubscribes from an audience.

    zapierpabbly-connect
    triggerbyzapierpabbly-connect
  • Mailchimp

    New customer

    Triggers when a new customer is added to a selected store.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • Follow Up Boss

    Create or update contact without triggering action plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    zapier
    actionbyzapier
  • Follow Up Boss

    New inquiry or website event

    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.

    zapier
    actionbyzapier
  • Follow Up Boss

    Create note

    Creates a note on a contact

    zapierintegrately
    actionbyzapierintegrately
  • Follow Up Boss

    Add tags to a contact

    Adds tags to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Apply an action plan to a contact

    Applies a selected action plan to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Create task

    Create a task for a contact.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

Mailchimp

Mailchimp

Email Marketing

Email and marketing platform targeted for small Business

Mailchimp is an all-in-one marketing platform that helps you design email newsletters, automate campaigns, track results and more. Grow your business smarter, faster and easier with Mailchimp.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.