Send emails for new Follow Up Boss contacts

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Email to Zapier.

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

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  Connect Follow Up Boss to Zapier.

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

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

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  Set up a Trigger action for Email

  Choose the following trigger: Send Outbound Email (Send an email from your own custom **zapiermail.com** address. Up to 10 emails sent per hour.).

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  Then set up an Action for Follow Up Boss

  Choose this action: New Contact (Fires when a new contact is created in Follow Up Boss.).

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

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  Customize data flow

  Configure the data that is exchanged between Email and Follow Up Boss.

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  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 Send emails for new Follow Up Boss contacts!