Campaign Monitor + Follow Up Boss

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 Subscriber
Triggers when a new subscriber is added to a list.
TriggerPolling
automatically do this!
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

- Client AccountRequired
- CampaignRequired
Trigger
Polling
Try It
New Client
Triggers when a client is added to Campaign Monitor.
Trigger
Polling
Try It
- Client AccountRequired
- CampaignRequired
Trigger
Polling
Try It
- Client AccountRequired
Trigger
Polling
Try It
- Client AccountRequired
- Smart Email IDRequired
- ToRequired
- Cc
- Bcc
- Add Recipients to List?
Action
Write

- Client AccountRequired
- List IDRequired
- Email AddressRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Client AccountRequired
- List IDRequired
- Email AddressRequired
- 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 nameRequired
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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 IDRequired
Action
Search

- Client AccountRequired
- CampaignRequired
Trigger
Polling
Try It
- Client AccountRequired
Trigger
Polling
Try It
- List IDRequired
- Client AccountRequired
Trigger
Polling
Try It
- ListRequired
- Client AccountRequired
Trigger
Polling
Try It
- Client AccountRequired
- List IDRequired
- Email AddressRequired
- Name
- Mobile number
- SMS consent
- Resubscribe
- Restart Autoresponders
Action
Write
- Client AccountRequired
- List IDRequired
- Email AddressRequired
- Name
- Resubscribe
- Restart Autoresponders
Action
Write
- Client AccountRequired
- ListRequired
- Email AddressRequired
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 IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
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 IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- 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 more

Related categories

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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 more

Related categories

CRM (Customer Relationship Management)

Campaign Monitor + Follow Up Boss

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

New Bounce

New Client

New Email Open

New Bounced Transactional Message

Send Smart Transactional Email

Unsubscribe

API Request (Beta)

Find or Create Subscriber

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

New Click Through

New List

New Subscriber

New Unsubscribe

Add Subscriber

Update Subscriber

Find Subscriber

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

About Campaign Monitor

Related categories

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AWeber

GetResponse

About Follow Up Boss

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Zapier Interfaces

Related Zap Templates

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