ClickFunnels Classic + Follow Up Boss

ClickFunnels Classic + Follow Up Boss integrations

Add new ClickFunnels Classic contact activities as collaborators in Follow Up Boss

Effortlessly streamline your contact management process with this automation that connects ClickFunnels Classic and Follow Up Boss. When a new contact activity occurs in ClickFunnels Classic, this workflow will add collaborators in Follow Up Boss, ensuring your contacts receive the attention they need from the right team members. No more manual data entry or missed opportunities – simply focus on growing your network and fostering relationships.

When this happens...
New Contact ActivityTriggers when Contact activity record is created.
TriggerInstant
automatically do this!
Add CollaboratorsAdds selected users as collaborated on a given contact.
ActionWrite

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More things you can do with ClickFunnels Classic and Follow Up Boss

Discover other triggers and actions you can use with ClickFunnels Classic and Follow Up Boss

- Funnel
- Funnel Step
Trigger
Instant
Try It
- Funnel
- Funnel Step
Trigger
Instant
Try It
- Tag
  Required
- Email
  Required
Action
Write
- Email
  Required
Action
Write
- Tag
  Required
- Email
  Required
Action
Write

- Email
  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
Updated Contact
Triggers when a contact is updated.
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

- Funnel
- Funnel Step
Trigger
Instant
Try It
- List
  Required
- Email
  Required
Action
Write
- Funnel
  Required
- Funnel Step
  Required
- Page
  Required
- Email
  Required
Action
Write
- List
  Required
- Email
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
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
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About ClickFunnels Classic

Create beautiful landing pages and complete marketing funnels.

Learn moreLearn moreHelpHelp

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Marketing Automation

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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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Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

ClickFunnels Classic + Follow Up Boss

ClickFunnels Classic + Follow Up Boss

Add new ClickFunnels Classic contact activities as collaborators in Follow Up Boss

More things you can do with ClickFunnels Classic and Follow Up Boss

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