Follow Up Boss + Kartra

Create or update Follow Up Boss contacts when new leads fill optin forms in Kartra

Enhance your lead management process with this efficient workflow. When a lead completes an opt-in form on Kartra, their details are instantly updated or added on Follow Up Boss, without starting action plans. This saves time on manual data entry and ensures your contact database in Follow Up Boss is always populated with the latest lead information from Kartra.

When this happens...
Lead Fills an Optin Form
Triggers when a lead fills in an optin form.
TriggerInstant
automatically do this!
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?

- ProductsRequired
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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- CalendarsRequired
- Calendar ClassRequired
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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- ProductsRequired
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- MembershipsRequired
- Membership LevelsRequired
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
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- SequencesRequired
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- ListsRequired
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- Tag CategoriesRequired
- TagsRequired
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- Video CategoriesRequired
- VideosRequired
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- Page CategoryRequired
- PageRequired
Trigger
Instant
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- Tag CategoryRequired
- Assign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- CalendarRequired
- Calendar ClassRequired
- Starting Date
- EmailRequired
- Lead ID
Action
Write
- Custom Field IdentifierRequired
- Custom Field TypeRequired
- Custom Field Options
Action
Write
- Lead ID
- EmailRequired
- New Email
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Subscription StatusRequired
Action
Write
- Transaction IDRequired
- Amount
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Lists in Your Account
Get all the lists in your Kartra account.
Action
Write
Retrieve All the Sequences in Your Account
Get all the sequences from your Kartra account.
Action
Write
Retrieve All the Custom Fields in Your Account
Get all the custom fields from your account in Kartra.
Action
Write
- Subscribe Lead to SequenceRequired
- Sequence StepRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From ListRequired
- EmailRequired
- Lead ID
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Subscription IDRequired
Action
Search
- Lead ID
- Email
Action
Search
New Deal
Fires when a new deal is created in Follow Up Boss.
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Instant
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New Contact
Fires when a new contact is created in Follow Up Boss.
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- Tag nameRequired
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Instant
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- Contact Phone, Email, or IDRequired
- Tag(s)Required
Action
Write
- Contact Phone, Email, or IDRequired
- StageRequired
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- PipelineRequired
- StageRequired
- Team Member(s)Required
- Description
- Price
- Commission
- Projected Close Date
Action
Write
- Contact Phone, Email, or IDRequired
- NameRequired
- TypeRequired
- Assigned ToRequired
- Due
- Is Completed
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- Event TypeRequired
- 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
- Contact Phone, Email, or IDRequired
Action
Search

- Tag CategoriesRequired
- TagsRequired
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- CalendarsRequired
- Calendar ClassRequired
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Instant
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- CalendarsRequired
- Calendar ClassRequired
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- FormsRequired
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- MembershipsRequired
- Membership LevelsRequired
Trigger
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- Page Split Test LinkRequired
- VersionRequired
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- ScoreRequired
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- SequencesRequired
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- SequencesRequired
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- Tracking Link CategoryRequired
- Tracking LinksRequired
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- ListsRequired
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- Video CategoriesRequired
- VideosRequired
Trigger
Instant
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- Kartra Page WebsiteRequired
- PageRequired
Trigger
Instant
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- CalendarRequired
- Calendar ClassRequired
- EmailRequired
- Lead ID
Action
Write
- Subscription ID
- Transaction ID
- EmailRequired
- Lead ID
Action
Write
- EmailRequired
- First Name
- Middle Name
- Last Name
- Second Last Name
- Phone
- Phone Country Code
- IP Address
- Address
- Zip
- City
- State
- Country
- Company
- Lead Picture URL
- Website
- Facebook Account
- Twitter Account
- Linkedin Account
- Google Plus Account
Action
Write
- Subscription IDRequired
- Product FunnelsRequired
- ProductRequired
- Product Price PointRequired
- Next Payment Date
- Amount
- Recurrence
- Quantity
- Installments Left
Action
Write
- Add Points to a LeadRequired
- EmailRequired
- Lead ID
Action
Write
- Remove Points From a LeadRequired
- EmailRequired
- Lead ID
Action
Write
Retrieve All the Pages in Your Account
Get all the pages in your Kartra account.
Action
Write
Retrieve All the Tags in Your Account
Get all the tags from the your account in Kartra.
Action
Write
- Subscribe Lead to ListRequired
- EmailRequired
- Lead ID
Action
Write
- Tag CategoryRequired
- Unassign a TagRequired
- EmailRequired
- Lead ID
Action
Write
- Unsubscribe Lead From SequenceRequired
- EmailRequired
- Lead ID
Action
Write
- Email
- Lead ID
Action
Search
- Transaction IDRequired
Action
Search
New Appointment
Fires when a new appointment is created in Follow Up Boss.
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Instant
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- Pipeline name
- Stage name
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- Stage name
Trigger
Instant
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- Contact Phone, Email, or IDRequired
- Team Member(s)
Action
Write
- Contact Phone, Email, or IDRequired
- Action PlanRequired
Action
Write
- First Name
- Last Name
- Email Address
- Phone Number
- Source
- Stage
- Is Contacted?
- Tags
- Street Address
- City
- State/Province
- Zip/Postal Code
- Price
- 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
Action
Write
- Contact Phone, Email, or IDRequired
- MessageRequired
- Subject
- Message is HTML
Action
Write
- Contact Phone, Email, or IDRequired
- Phone NumberRequired
- TypeRequired
- Note
- Call Duration
Action
Write
- Contact Phone, Email, or IDRequired
- Team MemberRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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 more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

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

About Kartra

Kartra is an all-in-one solution to manage your online business: checkout, automated email campaigns, site builder, membership portals, etc.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

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Follow Up Boss + Kartra

Create or update Follow Up Boss contacts when new leads fill optin forms in Kartra

Affiliate Signs Up for Product

Customer Buys Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Completes a Calendar

CalendarsRequired

Calendar ClassRequired

Customer Cancels Subscription

Product FunnelsRequired

ProductRequired

Product Price PointRequired

JV Signs Up for Product

ProductsRequired

Lead Is Revoked Access to Membership

MembershipsRequired

Membership LevelsRequired

Customer Partial Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Customer Refunds Product

Product FunnelsRequired

ProductRequired

Product Price PointRequired

Lead Is Added to Sequence

SequencesRequired

Lead Subscribes to List

ListsRequired

Lead Is Unssigned Tag

Tag CategoriesRequired

TagsRequired

Lead Completes a Kartra Video

Video CategoriesRequired

VideosRequired

Lead Visits External Page

Page CategoryRequired

PageRequired

Assign Tag to Lead

Tag CategoryRequired

Assign a TagRequired

EmailRequired

Lead ID

Suscribe Lead to Calendar

CalendarRequired

Calendar ClassRequired

Starting Date

EmailRequired

Lead ID

Create Custom Field

Custom Field IdentifierRequired

Custom Field TypeRequired

Custom Field Options

Edit Lead

Lead ID

EmailRequired

New Email

First Name

Middle Name

Last Name

Second Last Name

Phone

Phone Country Code

IP Address

Address

Zip

City

State

Country

Company

Lead Picture URL

Website

Facebook Account