Act-On + Follow Up Boss

Create or update Act-On contacts when new Follow Up Boss contacts are added

Efficiently manage your contact list by connecting Follow Up Boss with Act-On. With this workflow, whenever a new contact is created in Follow Up Boss, it will either update or create a contact with the same email address in Act-On. Streamline your marketing efforts and ensure accurate contact information with this seamless automation.

When this happens...
New ContactFires when a new contact is created in Follow Up Boss.
TriggerInstant
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Update or Create Contact in Marketing List by EmailUpdates an existing contact or creates one if not found in a target list. A contact is identified by their email address.
ActionWrite

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More things you can do with Follow Up Boss and Act-On

Discover other triggers and actions you can use with Follow Up Boss and Act-On

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Tag(s)
  Required
Action
Write

- Contact
  Required
- File name
  Required
- File URL
  Required
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write

- Contact Phone, Email, or ID
  Required
- Note
- Message
  Required
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or ID
  Required
- Phone Number
  Required
- Type
  Required
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or ID
  Required
- Team Member
  Required
Action
Write
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search
- Program
  Required
Trigger
Instant
Try It
- Segment
  Required
- Contact
  Required
Action
Write
- Form
  Required
Action
Write
Update or Create Contact in All Contacts by External ID
Updates an existing contact or creates a new one if not found in All Contacts. A contact is identified by their unique ID in the source object. Go to Zapier’s help page to get more info.
Action
Write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag name
  Required
Trigger
Instant
Try It
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Stage
  Required
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Pipeline
  Required
- Stage
  Required
- Team Member(s)
  Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or ID
  Required
- Name
  Required
- Type
  Required
- Assigned To
  Required
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  Required
Action
Write
- Event Type
  Required
- Message
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Custom Field 1 Name
- Custom Field 1 Value
- Custom Field 2 Name
- Custom Field 2 Value
- Custom Field 3 Name
- Custom Field 3 Value
- Custom Field 4 Name
- Custom Field 4 Value
- Custom Field 5 Name
- Custom Field 5 Value
- Street Address
- City
- State/Province
- Zip/Postal Code
- MLS Number
- Price
- Is for Rent?
- URL
- Type
- Bedrooms
- Bathrooms
- Area
- Lot Size
- Source
- Medium
- Term
- Content
- Campaign
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Act-On Outgoing Webhooks
Triggers when an Act-On outgoing webhook is received.
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- Contact update policy
  Required
Action
Write
- List
  Required
- Email (To Identify Contact)
  Required
Action
Write

About Act-On

Act-On's growth marketing platform enables marketers to grow their business, deliver exceptional brand experiences, and drive customer engagement with their offerings across the customer life cycle-for every customer, every time.

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About Follow Up Boss