ClickFunnels + Follow Up Boss Integrations
How to connect ClickFunnels + Follow Up Boss
Zapier lets you send info between ClickFunnels and Follow Up Boss automatically—no code required.
Popular ClickFunnels + Follow Up Boss workflows
Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnels
Create/update Follow Up Boss contacts without triggering action plans for new contact activities in ClickFunnelsCreate new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels
Create new inquiries or website events in Follow Up Boss from new contact activity in ClickFunnels
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New Contact ActivityTriggers when Contact activity record is created.Trigger- New Failed PurchaseTriggers when a failed Purchase is made in a Funnel.Trigger
- New Successful PurchaseTriggers when a successful Purchase is made in a Funnel.Trigger
- Add Email to ListAdd a Contact Profile Email to a List.Action
- Add Tag to EmailAdd a Tag to a Contact Profile by Email.Action
- Create Contact OptinCreates a new opt-in for an email.Action
- Create Contact ProfileCreate or update a Contact Profile for an email.Action
- Remove Email From ListRemove a Contact Profile Email from List.Action
- ClickFunnels
Remove a Tag from a Contact Profile by Email.
Scheduled
Action
- ClickFunnels
Find a Contact Profile by exact match Email.
Scheduled
Action
- ClickFunnels
Find or Create Contact Profile
Scheduled
Action
- Follow Up Boss
Fires when a new appointment is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a new deal is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when the stage of a deal is updated in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a new contact is created in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a contact's stage is updated in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Fires when a tag is added to a contact in Follow Up Boss.
Instant
Trigger
- Follow Up Boss
Adds selected users as collaborated on a given contact.
Scheduled
Action
- Follow Up Boss
Adds tags to a contact.
Scheduled
Action
- Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
- Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
- Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
- Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
- Follow Up Boss
Creates a note on a contact
Scheduled
Action
- Follow Up Boss
Create a task for a contact.
Scheduled
Action
- Follow Up Boss
Logs a call on a contact.
Scheduled
Action
- Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
- Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
- Follow Up Boss
Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
Scheduled
Action
- Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
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.
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