ActiveCampaign + Follow Up Boss

Manage tag changes for ActiveCampaign contacts by updating them in Follow Up Boss without triggering action plans

Manage your contacts more efficiently with this streamlined workflow. When a tag is added or removed from a contact in ActiveCampaign, the corresponding contact in Follow Up Boss will be updated or created without triggering any action plans. Ideal for sales teams and businesses who want to keep their contact lists organized and up-to-date, this setup ensures seamless updates between both platforms, simplifying your contact management process.

Manage your contacts more efficiently with this streamlined workflow. When a tag is added or removed from a contact in ActiveCampaign, the corresponding contact in Follow Up Boss will be updated or created without triggering any action plans. Ideal for sales teams and businesses who want to keep their contact lists organized and up-to-date, this setup ensures seamless updates between both platforms, simplifying your contact management process.

  1. When this happens...
    ActiveCampaignActiveCampaign
    Tag Added or Removed From Contact

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

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow 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!

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

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

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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    • ListRequired

    Trigger
    Instant
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activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
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Related categories

  • Marketing Automation

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follow-up-boss logo
follow-up-boss logo

About Follow Up Boss

Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
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Related categories

  • CRM (Customer Relationship Management)

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