Create or update Follow Up Boss contacts from new Placester account sign-ups

First, we need to connect Placester 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 Placester to Zapier.

  Give Zapier access to your Placester account, using Placester 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 Placester

  Choose the following trigger: New Account Sign-Up (Triggers when a lead signs up on your site.).

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  Then set up an Action for Follow Up Boss

  Choose this action: 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!).

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

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  Customize data flow

  Configure the data that is exchanged between Placester 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 Create or update Follow Up Boss contacts from new Placester account sign-ups!