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ConvertKit + Follow Up Boss

Manage new ConvertKit subscribers by creating or updating contacts in Follow Up Boss without triggering action plans

Stay on top of your engagement strategy with this simple workflow. When a new subscriber joins through ConvertKit, this automation will immediately update or create a new contact in Follow Up Boss, ensuring you never miss a beat in your customer relations. By efficiently managing your subscriber data, you'll be able to cater to their needs quickly and effectively, enhancing their experience with your brand.

Stay on top of your engagement strategy with this simple workflow. When a new subscriber joins through ConvertKit, this automation will immediately update or create a new contact in Follow Up Boss, ensuring you never miss a beat in your customer relations. By efficiently managing your subscriber data, you'll be able to cater to their needs quickly and effectively, enhancing their experience with your brand.

  1. When this happens...
    ConvertKitConvertKit
    New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    Create or Update Contact Without Triggering Action Plans

    Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    Trigger
    Instant
    Try It
    • SequenceRequired

    Trigger
    Instant
    Try It
    • TagRequired

    Trigger
    Instant
    Try It
    • FormRequired

    • EmailRequired

    • First Name

    • Optin to Sequence

    Action
    Write
  • ConvertKit triggers, actions, and search

    New Purchase

    Triggers when a new purchase is added to your account.

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

    Trigger
    Instant
    Try It
  • ConvertKit triggers, actions, and search

    New Unsubscribe

    Triggers when a subscriber unsubscribes from your emails.

    Trigger
    Instant
    Try It
    • Transaction IDRequired

    • EmailRequired

    • Subtotal

    • Tax

    • Shipping

    • Discount

    • Total

    • Currency

    • Transaction Time

    • Status

    • Product nameRequired

    • Product IDRequired

    • Product SKU

    • Product price

    • Product quantity

    Action
    Write
convertkit logo
convertkit logo

About ConvertKit

ConvertKit is an email marketing platform for professional bloggers. Easily create email sequences, tag subscribers, grow your list, and automate your email marketing.
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follow-up-boss logo
follow-up-boss logo

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.

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