Follow Up Boss + Klaviyo

Add new collaborators in Follow Up Boss for new events in Klaviyo

Effortlessly keep your team in the loop with this Klaviyo to Follow Up Boss integration. When a new event occurs in Klaviyo, this workflow will automatically add collaborators in Follow Up Boss, ensuring everyone stays updated and informed. Enhance your team's collaboration and communication without any manual work, so you can focus on other important tasks.

When this happens...
New Event
Triggers on a new event. Optional filtering by metric.
TriggerPolling
automatically do this!
Add Collaborators
Adds selected users as collaborated on a given contact.
ActionWrite

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Supported triggers and actions

- Metric
Trigger
Polling
Try It
- Channel
Trigger
Polling
Try It
- TagRequired
- ListRequired
Action
Write
- List NameRequired
Action
Write
- MetricRequired
- Email AddressRequired
- Event Id
- Value
- Time
- Custom Event Properties
Action
Write

- TagRequired
- ListRequired
Action
Write
- Campaign IDRequired
Action
Write

- List
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- SMS Subscription Type
Action
Write
- Email
- Phone Number
- SMS Subscription Type (only when SMS number is provided)
- Attributes Note
- Profiles Note
Action
Write
- NameRequired
- ChannelRequired
- Status
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

- Audience Type
Trigger
Polling
Try It
- Profile IDRequired
- ListRequired
Action
Write
- TagRequired
- SegmentRequired
Action
Write
- Email
- First Name
- Last Name
- Phone Number
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- Consent to subscribe to Channel
- SMS Subscription Type
Action
Write
- ListRequired
- Profile IDRequired
Action
Write
- TagRequired
- SegmentRequired
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
- SMS Subscription Type
- List
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- NameRequired
Action
Search
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
Action
Search
- Search NoteRequired
- Email
- Phone Number
- Secondary Search by Phone Number
- List
- First Name
- Last Name
- Title
- Organization
- City
- Region
- Country
- Zip
- Image URL
- Unique Id
- Custom Properties
- SMS Subscription Type
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

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

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

Related categories

Marketing Automation

Similar apps

Zapier Interfaces

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

Follow Up Boss + Klaviyo

Add new collaborators in Follow Up Boss for new events in Klaviyo

New Event

New Profile

Add Tag to List

Create List

Create Event

Remove Tag From List

Send Campaign

Create Or Update Profile

Unsubscribe Profile

Find Campaign

Find Segment

Find Tag

New Appointment

Deal Stage Updated

Person Stage Updated

Add Collaborators

Apply an Action Plan to a Contact

Create or Update Contact Without Triggering Action Plans

Create Note

Log Call

Reassign Agent

API Request (Beta)

Profile added to Segment or List

Add Profile to List

Add Tag to Segment

Create Profile

Remove Profile from List

Remove Tag from Segment

Update Profile

Subscribe Profile

API Request (Beta)

Find List

Find a Profile

Find or Create Subscriber

New Deal

New Contact

Tag Added to Contact

Add Tags to a Contact

Change Stage of a Contact

Create Deal

Create Task

Pause an Action Plan for a Contact

New Inquiry or Website Event

Find a Contact

About Follow Up Boss

Related categories

Similar apps

Zapier Interfaces

About Klaviyo

Related categories

Similar apps

Zapier Interfaces

Related Zap Templates

Related Zap Templates