Campaign Monitor + Follow Up Boss

Campaign Monitor + Follow Up Boss integrations

Create or update Follow Up Boss contacts when new subscribers sign up in Campaign Monitor

When a new subscriber joins your Campaign Monitor list, this workflow ensures their information is immediately added or updated in Follow Up Boss, without initiating action plans. This automation can save you time spent manually copying data across platforms, keeping your customer information accurate and up-to-date in Follow Up Boss for efficient and effective contact management.

When this happens...
New SubscriberTriggers when a new subscriber is added to a list.
TriggerPolling
automatically do this!
Create or Update Contact Without Triggering Action PlansCreates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
ActionWrite

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More things you can do with Campaign Monitor and Follow Up Boss

Discover other triggers and actions you can use with Campaign Monitor and Follow Up Boss

- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
Try It
- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- Smart Email ID
  Required
- To
  Required
- Cc
- Bcc
- Add Recipients to List?
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Search or 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
- Tag(s)
  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
- Contact Phone, Email, or ID
  Required
Action
Search

- Client Account
  Required
- Campaign
  Required
Trigger
Polling
Try It
- Client Account
  Required
Trigger
Polling
Try It
- List ID
  Required
- Client Account
  Required
Trigger
Polling
Try It
- List
  Required
- Client Account
  Required
Trigger
Polling
Try It
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List ID
  Required
- Email Address
  Required
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client Account
  Required
- List
  Required
- Email Address
  Required
Action
Search
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
- Contact Phone, Email, or ID
  Required
- Team Member(s)
Action
Write
- Contact Phone, Email, or ID
  Required
- Action Plan
  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
- 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
Action
Write
- Contact Phone, Email, or ID
  Required
- 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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Campaign Monitor

Campaign Monitor is an email marketing tool built for designers. Campaign Monitor makes it easy to send beautiful emails, manage lists and subscribers, and track the results of your campaigns.

Learn moreLearn moreHelpHelp

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Email Newsletters

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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.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

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Campaign Monitor + Follow Up Boss

Campaign Monitor + Follow Up Boss

Create or update Follow Up Boss contacts when new subscribers sign up in Campaign Monitor

More things you can do with Campaign Monitor and Follow Up Boss

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