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Set up your first integration
Quickly connect Follow Up Boss to Mailchimp with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Mailchimp - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.
Add your action
An action happens after the trigger—such as "Archive Subscriber" in Mailchimp.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Mailchimp, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
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Practical ways you can use Follow Up Boss and Mailchimp
Add new real estate contacts to email list.
When a new contact is created in Follow Up Boss, Zapier automatically adds them to a Mailchimp audience. This helps busy real estate business owners keep their mailing lists up-to-date and ensures consistent communication with potential clients, without manual effort. It saves time and minimizes the risk of missing a new lead.
Business OwnerNurture real estate leads with email campaigns.
When a tag is added to a contact in Follow Up Boss, Zapier triggers the addition of that contact to a specific Mailchimp tag or segment. This ensures that contacts are seamlessly placed into the appropriate email campaign, helping marketing teams target leads effectively and streamline campaign management without manual data updates.
Marketing & Marketing OpsTrack email engagement with deals.
When a recipient opens an email from a campaign in Mailchimp, Zapier updates the deal stage in Follow Up Boss. This helps sales teams quickly identify engaged prospects and adjust follow-up strategies, reducing the time spent on pre-qualifying leads.
Sales Ops