ClickFunnels + Follow Up Boss

ClickFunnels + Follow Up Boss integrations

Create or update Follow Up Boss contacts when new forms are submitted in ClickFunnels

When a new contact submission form is filled out in ClickFunnels, use this workflow to instantly update or create a new contact in Follow Up Boss. This ensures you never miss an important lead while streamlining your customer management tasks. Cut down on manual data entry and more effectively manage your contacts.

When this happens...
TriggerPolling
automatically do this!
Create Contact Without Triggering Action PlansCreates a new contact. This will not trigger action plans.
ActionWrite

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More things you can do with ClickFunnels and Follow Up Boss

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

Scheduled Appointment Event Created
Triggers when a scheduled appointment event is created.
Trigger
Instant
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- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It

- Pipeline
  Required
- Stage
  Required
- Email Address
  Required
- Opportunity Name
  Required
- Value
- Close Date
Action
Write
- Email Address
- Contact ID
- Tag
  Required
Action
Write

- Search Type
- Search Value
Action
Search
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
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
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

- Alert
- Course
  Required
Trigger
Instant
Try It
- Funnel
- Page
Trigger
Instant
Try It
- Alert
- Course
  Required
Trigger
Instant
Try It
Opportunity Moved Stages
Triggers when an Opportunity moves from one stage to another.
Trigger
Instant
Try It
- Email Address
- Contact ID
- Existing Tag
- Dynamic Tag Name
Action
Write
- Email Address
- Contact ID
- Course
  Required
Action
Write
- Email Address
  Required
- First Name
- Last Name
- Phone Number
- Time Zone
- Facebook URL
- Instagram URL
- Twitter/X URL
- LinkedIn URL
- Website URL
- Custom Attributes
Action
Write
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
  Required
- File name
  Required
- File URL
  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
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
- Note
- 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
- Source_copy
- Contact
  Required
- First Name
- Last Name
- Email Address
- Phone_copy
- Phone Number
- Stage
- Is Contacted?
- Tags
- Merge_tags_copy
- Merge Tags?
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- Agent
- Lender
- Pond
- Timeframe
- Background Information
Action
Write
- Contact Phone, Email, or ID
  Required
Action
Search

About ClickFunnels

ClickFunnels gives you everything you need to market, sell, and deliver your products online.

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Related categories

Website & App Building

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)

Similar apps

Zapier Forms

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

Related Zap Templates

Identify new contacts in ClickFunnels and create or update them without triggering action plans in Follow Up Boss

Identify new contacts in ClickFunnels and create inquiries or website events in Follow Up Boss

Create new inquiries or website events in Follow Up Boss when contacts submit forms in ClickFunnels