ConvertKit + Follow Up Boss
Create notes in Follow Up Boss for new ConvertKit sequence subscribers
Stay organized and efficient with this ConvertKit-Follow Up Boss automation. Whenever a new subscriber joins a sequence in ConvertKit, this workflow will create a note in Follow Up Boss, ensuring that all essential information is up-to-date and easily accessible. Streamline your sales and marketing efforts, and never miss a detail about your leads.
Stay organized and efficient with this ConvertKit-Follow Up Boss automation. Whenever a new subscriber joins a sequence in ConvertKit, this workflow will create a note in Follow Up Boss, ensuring that all essential information is up-to-date and easily accessible. Streamline your sales and marketing efforts, and never miss a detail about your leads.
- When this happens...New Sequence Subscriber
Triggers when a subscriber is added to a sequence.
- automatically do this!Create Note
Creates a note on a contact
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FormRequired
Try ItSequenceRequired
Try ItTagRequired
Try ItFormRequired
EmailRequired
First Name
Optin to Sequence
New Purchase
Triggers when a new purchase is added to your account.
Try ItNew Subscriber
Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).
Try ItNew Unsubscribe
Triggers when a subscriber unsubscribes from your emails.
Try ItTransaction IDRequired
EmailRequired
Subtotal
Tax
Shipping
Discount
Total
Currency
Transaction Time
Status
Product nameRequired
Product IDRequired
Product SKU
Product price
Product quantity
