Follow Up Boss
When this happens...
Follow Up BossNew Contact
Then do this...
Infusionsoft by KeapCreate/Update Contact

Need a little help keeping your contacts up to date? Then this Follow Up Boss-Infusionsoft integration should work well for you. Once it's been set up, any new contacts you add to Follow Up Boss will automatically and reliably add (or update, if a match is found) a new contact to your list on Infusionsoft, ensuring all your connections are at your fingertips, no matter what platform you're on.

How It Works

  1. A new contact is created on Follow Up Boss
  2. Zapier automatically adds or updates a contact on Infusionsoft

What You Need

  • Follow Up Boss account
  • Infusionsoft account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Follow Up Boss + Infusionsoft by Keap and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Fires when a new contact is created in Follow Up Boss.

New Inquiry or Website Event

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.

New Deal

Fires when a new deal is created in Follow Up Boss.

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Tag Added to Contact

Triggers when a tag gets added to a contact for the first time.

Create/Update Contact

Creates a new contact. Can be used to update existing contacts too.

New Opportunity

Triggers when you add a new opportunity.

Tag Existing Contact

Applies a tag to an existing contact.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

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.

Infusionsoft by Keap is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.

See Infusionsoft by Keap Integrations