ClickFunnels + Follow Up Boss Integrations

How to connect ClickFunnels + Follow Up Boss

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Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnels
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ClickFunnels + Follow Up Boss
Create new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels
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ClickFunnels + Follow Up Boss
Create new Follow Up Boss inquiries or website events from ClickFunnels contact activities
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ClickFunnels + Follow Up Boss
Create or update Follow Up Boss contacts from new ClickFunnels contact activities
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ClickFunnels + Follow Up Boss
Add new ClickFunnels contact activities as collaborators in Follow Up Boss
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ClickFunnels + Follow Up Boss
Add new Follow Up Boss contacts to ClickFunnels email lists
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Follow Up Boss + ClickFunnels

Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnels

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ClickFunnels + Follow Up Boss

Create new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels

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ClickFunnels + Follow Up Boss

Create new Follow Up Boss inquiries or website events from ClickFunnels contact activities

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ClickFunnels + Follow Up Boss

Create or update Follow Up Boss contacts from new ClickFunnels contact activities

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ClickFunnels + Follow Up Boss

Add new ClickFunnels contact activities as collaborators in Follow Up Boss

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ClickFunnels + Follow Up Boss

Add new Follow Up Boss contacts to ClickFunnels email lists

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Follow Up Boss + ClickFunnels

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Supported triggers and actions

What does this mean?

- Funnel
  Which Funnel should we watch for new Contacts?
- Funnel Step
  Which Funnel Step should we watch for new Contacts?
Trigger
Instant
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- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
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- TagRequired
  Tag string to add to contact profile.
- EmailRequired
  Email of contact profile to receive tag.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Write
- TagRequired
  Tag to Add to Contact Profile.
- EmailRequired
  Email Address of Contact Profile that should receive tag.
Action
Write

- EmailRequired
  Exact email search.
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
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- Pipeline name
  The pipeline this should trigger on. (optional)
- Stage name
  The stage this should trigger on. (optional)
Trigger
Instant
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- Stage name
  The stage this should trigger on. (optional)
Trigger
Instant
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- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Action PlanRequired
  The Action Plan to apply to the Contact.
Action
Write
- First Name
  Contact's first name. You can also use full name here.
- Last Name
  Contact's last name.
- Email Address
  We will search for existing contact with this email address and update if found or create a new contact otherwise.
- Phone Number
  Contact's phone number.
- Source
  Name of the website or service where contact is coming from.
- Stage
  Select a stage to apply to a new contact in Follow Up Boss.
- Is Contacted?
  Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
- Tags
  List of tags separated by comma to apply to the contact.
- Street Address
  Street address of the contact.
- City
  City of the contact.
- State/Province
  State or province of the contact.
- Zip/Postal Code
  ZIP or postal code of the contact.
- Price
  The estimated sell/buy price for this person.
- Custom Field 1 Name
- Custom Field 1 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 2 Name
- Custom Field 2 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 3 Name
- Custom Field 3 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 4 Name
- Custom Field 4 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 5 Name
- Custom Field 5 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- MessageRequired
  Message content of your note.
- Subject
  You can give your note a title or subject using this field.
- Message is HTML
  Selecting "yes" will allow your note's HTML to show up in Follow Up Boss. Usually this should be set to "no".
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Phone NumberRequired
  The phone number of the call to be logged.
- TypeRequired
  Whether the call was incoming or outgoing.
- Note
  The log message entered for this call.
- Call Duration
  Length of the call in seconds.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Team MemberRequired
  The team member that will be assigned to this contact
Action
Write
- Api Docs Info
  API docs for Follow Up Boss are located here https://api.followupboss.com/api-documentation/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

- Funnel
  Which Funnel should we watch for new Purchases?
- Funnel Step
  Which Funnel Step should we watch for new Purchases?
Trigger
Instant
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- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- FunnelRequired
  Which Funnel Should we Opt Contact into?
- Funnel StepRequired
  Which Funnel Step is this contact going into?
- PageRequired
  The page associated with the opt-in.
- EmailRequired
  The email of the opt-in.
Action
Write
- ListRequired
  Select the Static List to add a Contact Profile Email.
- EmailRequired
  Email Address of Contact Profile to add to List.
Action
Write
- Api Docs Info
  API docs for ClickFunnels are located here https://apidocs.clickfunnels.com/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  The email for the contact profile.
Action
Search or write
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
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- Tag nameRequired
  The tag this should trigger on.
Trigger
Instant
Try It
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Tag(s)Required
  Tag(s) to add to a contact (separate multiple with a comma)
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- StageRequired
  The new stage for this contact.
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- NameRequired
  The name of the deal
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
  Description of the deal
- Price
  The price associated with this deal (whole dollar amount, no decimals or symbols)
- Commission
  Commission value to assign to this deal (whole dollar amount, no decimals or symbols)
- Projected Close Date
  The projected close date of this deal
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- NameRequired
  The name of the task
- TypeRequired
- Assigned ToRequired
- Due
  When this task is due.
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
- Action PlanRequired
  The Action Plan to pause for the Contact.
Action
Write
- Event TypeRequired
  Type of event occurred on the website. For lead capture forms use Registration type.
- Message
  Message from visitor and/or any extra details about the event that you'd like to capture in Follow Up Boss.
- First Name
  Contact's first name. You can also use full name here.
- Last Name
  Contact's last name.
- Email Address
  We will search for existing contact with this email address and update if found or create a new contact otherwise.
- Phone Number
  Contact's phone number.
- Source
  Name of the website or service where contact is coming from.
- Stage
  Select a stage to apply to a new contact in Follow Up Boss.
- Is Contacted?
  Indicates whether you heard back from this person. This usually stops email marketing drip to this person.
- Tags
  List of tags separated by comma to apply to the contact.
- Street Address
  Street address of the contact.
- City
  City of the contact.
- State/Province
  State or province of the contact.
- Zip/Postal Code
  ZIP or postal code of the contact.
- Custom Field 1 Name
- Custom Field 1 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 2 Name
- Custom Field 2 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 3 Name
- Custom Field 3 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 4 Name
- Custom Field 4 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Custom Field 5 Name
- Custom Field 5 Value
  For dropdowns, the field is not updated unless this value exactly matches one of the dropdown choices. For dates, use the format YYYY-MM-DD.
- Street Address
  Street address of the property being viewed or inquired about.
- City
  City of the property being viewed or inquired about.
- State/Province
  State or province of the property being viewed or inquired about.
- Zip/Postal Code
  ZIP or postal code of the property being viewed or inquired about.
- MLS Number
  MLS number of the property being viewed or inquired about.
- Price
  Price of the property being viewed or inquired about.
- Is for Rent?
  Indicates if this is a rental property.
- URL
  Link to the property details page.
- Type
  Type of the property being viewed or inquired about, e.g. Single Family, Condo, Land, etc.
- Bedrooms
  Number of bedrooms.
- Bathrooms
  Number of bathrooms.
- Area
  Property square footage.
- Lot Size
  Lot size in arches.
- Source
  The name of the source where the contact originated. Example, if the lead came to your site through an organic search on www.google.com the source is google
- Medium
  The medium of the campaign, e.g. for an organic search the medium is "organic"
- Term
  The search terms entered by the contact
- Content
  The content of the campaign
- Campaign
  The name or identifier for this campaign
Action
Write
- Contact Phone, Email, or IDRequired
  The contact's phone number, email address, or Follow Up Boss ID.
Action
Search

How ClickFunnels + Follow Up Boss Integrations Work

Step 1: Authenticate ClickFunnels and Follow Up Boss.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect ClickFunnels + Follow Up Boss

About ClickFunnels

Create beautiful landing pages and complete marketing funnels.

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Related categories

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 more

Related categories

CRM (Customer Relationship Management)

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ClickFunnels + Follow Up Boss Integrations

How to connect ClickFunnels + Follow Up Boss

Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnels

Create new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels

Create new Follow Up Boss inquiries or website events from ClickFunnels contact activities

Create or update Follow Up Boss contacts from new ClickFunnels contact activities

Add new ClickFunnels contact activities as collaborators in Follow Up Boss

Add new Follow Up Boss contacts to ClickFunnels email lists

Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnels

Create new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels

Create new Follow Up Boss inquiries or website events from ClickFunnels contact activities

Create or update Follow Up Boss contacts from new ClickFunnels contact activities

Add new ClickFunnels contact activities as collaborators in Follow Up Boss

Add new Follow Up Boss contacts to ClickFunnels email lists

Connect your apps and automate workflows

New Contact Activity

Funnel

Funnel Step

New Successful Purchase

Funnel

Funnel Step

Add Tag to Email

TagRequired

EmailRequired

Create Contact Profile

EmailRequired

Remove Tag From Email

TagRequired

EmailRequired

Find Contact Profile

EmailRequired

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Contact Phone, Email, or IDRequired

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired