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ConvertKit + Follow Up Boss

Create tasks in Follow Up Boss for new subscribers in ConvertKit

When a new subscriber joins your list in ConvertKit, make sure you stay on top of follow-ups with this automation. It turns those subscriptions into tasks in Follow Up Boss, so you can manage contact reminders with ease. This efficient workflow ensures you never miss an interaction opportunity when building connections with your new audience.

When a new subscriber joins your list in ConvertKit, make sure you stay on top of follow-ups with this automation. It turns those subscriptions into tasks in Follow Up Boss, so you can manage contact reminders with ease. This efficient workflow ensures you never miss an interaction opportunity when building connections with your new audience.

  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 Task

    Create a task for a contact.

    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
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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.

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