This automation scenario allows you to connect Follow Up Boss and ActiveCampaign
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 ActiveCampaign can also be integrated using automation tools other than zapier:
When this trigger fires in Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Then this action happens in ActiveCampaign
Creates a new contact, or updates an existing contact.
This guide contains information on how to set up an automatic workflow that allows to Create or update ActiveCampaign contacts for new contacts in Follow Up Boss.
Part I
First, we need to connect Follow Up Boss and ActiveCampaign 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 ActiveCampaign to Zapier.
Give Zapier access to your ActiveCampaign account, using ActiveCampaign 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: New Contact (Fires when a new contact is created in Follow Up Boss.).
Then set up an Action for ActiveCampaign
Choose this action: Create or Update Contact (Creates a new contact, or updates an existing contact.).
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 ActiveCampaign.
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 Create or update ActiveCampaign contacts for new contacts in Follow Up Boss!
Triggers when a new contact is added to a list.
Triggers when a new contact is added or existing contact's details are updated.
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Triggers when a a Tag is added or removed from a Contact
Triggers when a new contact is created.
Triggers when a new contact task is created.
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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