Follow Up Boss
ActiveCampaign
zapier

An automated workflow using zapier

Connects Follow Up Boss + ActiveCampaign

Create or update ActiveCampaign contacts for new contacts in Follow Up Boss

About this workflow template

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.

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

Diagram

Create or update ActiveCampaign contacts for new contacts in Follow Up Boss
Workflow diagram: Follow Up Boss + ActiveCampaign integration

How it works?

When this trigger fires in Follow Up Boss

Follow Up Boss

New Contact in Follow Up Boss

Fires when a new contact is created in Follow Up Boss.

Then this action happens in ActiveCampaign

ActiveCampaign

Create or Update Contact in ActiveCampaign

Creates a new contact, or updates an existing contact.

How to set up this workflow

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

Configure Applications

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

    Connect ActiveCampaign to Zapier.

    Give Zapier access to your ActiveCampaign account, using ActiveCampaign 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: New Contact (Fires when a new contact is created in Follow Up Boss.).

  • Then set up an Action for ActiveCampaign

    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

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 ActiveCampaign.

  • 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 Create or update ActiveCampaign contacts for new contacts in Follow Up Boss!

Supported triggers and actions

  • ActiveCampaign

    New contact added to list

    Triggers when a new contact is added to a list.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New or updated contact

    Triggers when a new contact is added or existing contact's details are updated.

    zapier
    triggerbyzapier
  • ActiveCampaign

    New automation webhook

    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.

    zapierpipedream
    triggerbyzapierpipedream
  • ActiveCampaign

    Tag added or removed from contact

    Triggers when a a Tag is added or removed from a Contact

    zapier
    triggerbyzapier
  • ActiveCampaign

    Watch contacts

    Triggers when a new contact is created.

    integromat
    triggerbyintegromat
  • ActiveCampaign

    New contact task

    Triggers when a new contact task is created.

    zapierpipedream
    triggerbyzapierpipedream
  • 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

    Apply an action plan to a contact

    Applies a selected action plan to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Add tags to a contact

    Adds tags to a contact.

    zapierintegromatintegrately
    actionbyzapierintegromatintegrately
  • Follow Up Boss

    Create task

    Create a task for a contact.

    zapierintegrately
    actionbyzapierintegrately

Apps you need

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