Follow Up Boss + Klaviyo

Create Klaviyo events when Follow Up Boss deal stages are updated

Keep track of your deal stages in Follow Up Boss and effortlessly organize events in Klaviyo with this efficient workflow. Once a deal stage is updated in Follow Up Boss, an event will be created in Klaviyo, ensuring your marketing campaigns stay aligned with your sales progress. Streamline your sales and marketing efforts by connecting both platforms through this seamless automation.

When this happens...
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
TriggerInstant
automatically do this!
Create Event
Triggers on a new event. Optional filtering by metric.
ActionWrite

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Supported triggers and actions

What does this mean?

New Appointment
Fires when a new appointment is created in Follow Up Boss.
Trigger
Instant
Try It
- Pipeline name
- Stage name
Trigger
Instant
Try It
- Stage name
Trigger
Instant
Try It
- 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
- Metric
Trigger
Scheduled
Try It
- Channel
Trigger
Scheduled
Try It
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- Consent to subscribe to Channel
Action
Write
- ListRequired
- Profile IDRequired
Action
Write
- Profile IdRequired
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- List
Action
Write
- Identifiers Note
- Profile ID
- Email
- Phone Number
- Consent Note
- Consent to subscribe to ChannelRequired
- List
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Legacy Note
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write

New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Try It
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Try It
- Tag nameRequired
Trigger
Instant
Try It
- 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
- Audience Type
Trigger
Scheduled
Try It
- Profile IDRequired
- ListRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write
- Campaign IDRequired
Action
Write
- List
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Write
- Email
- Phone Number
- Attributes Note
- Profiles Note
Action
Write
- NameRequired
- ChannelRequired
- Status
Action
Search
- ListRequired
- EmailRequired
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or write
- Search NoteRequired
- EmailRequired
- Phone Number
- Secondary Search by Phone Number
- List
- First Name
- Last Name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
Action
Search or 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 Klaviyo

Klaviyo is an email marketing platform. Powered by data, built for ecommerce and web businesses.

Learn more Help

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

PRODUCTS

CAPABILITIES

By team

Follow Up Boss + Klaviyo

Create Klaviyo events when Follow Up Boss deal stages are updated

New Appointment

Deal Stage Updated

Pipeline name

Stage name

Person Stage Updated

Stage name

Add Collaborators

Team Member(s)

Apply an Action Plan to a Contact

Contact Phone, Email, or IDRequired

Action PlanRequired

Create or Update Contact Without Triggering Action Plans

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

Create Note

Contact Phone, Email, or IDRequired

MessageRequired

Subject

Message is HTML

Log Call

Contact Phone, Email, or IDRequired

Phone NumberRequired

TypeRequired

Note

Call Duration

Reassign Agent

Contact Phone, Email, or IDRequired

Team MemberRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Event

Metric

New Profile

Channel

Create Profile

Email

First Name

Last Name

Phone Number

Title

Organization

City

Region

Country

Zip

Image URL

Unique Id

Custom Properties