Follow Up Boss + Mailchimp

Add or update Mailchimp subscribers for new contacts in Follow Up Boss

When you add new contacts in your CRM, you'll want their info added to your email marketing tool for future follow up. This integration makes it easy by automatically adding/updating a subscriber in Mailchimp when a new contact is added in Follow Up Boss. Coordinating your CRM's contacts with your marketing tool has never been easier.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Add/Update Subscriber
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
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
New Deal
Fires when a new deal is created in Follow Up Boss.
Trigger
Instant
Deal Stage Updated
Fires when the stage of a deal is updated in Follow Up Boss.
Trigger
Instant
New Contact
Fires when a new contact is created in Follow Up Boss.
Trigger
Instant
Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
Trigger
Instant
Tag Added to Contact
Fires when a tag is added to a contact in Follow Up Boss.
Trigger
Instant
Add Collaborators
Adds selected users as collaborated on a given contact.
Action
Write
Add Tags to a Contact
Adds tags to a contact.
Action
Write
Follow Up Boss
Applies a selected action plan to a contact.
Scheduled
Action
Follow Up Boss
Changes the stage of an existing contact.
Scheduled
Action
Follow Up Boss
Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
Scheduled
Action
Follow Up Boss
Creates a deal on a contact.
Scheduled
Action
Follow Up Boss
Creates a note on a contact
Scheduled
Action
Follow Up Boss
Create a task for a contact.
Scheduled
Action
Follow Up Boss
Logs a call on a contact.
Scheduled
Action
Follow Up Boss
Pauses a selected action plan for a contact.
Scheduled
Action
Follow Up Boss
Assign a different agent to this contact.
Scheduled
Action
Follow Up Boss
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.
Scheduled
Action
Follow Up Boss
Search for a contact by email, phone number, or Follow Up Boss ID.
Scheduled
Action
Mailchimp
Triggers when a new campaign is created or sent.
Scheduled
Trigger
Mailchimp
Triggers when a recipient opens an e-mail in a specific campaign.
Scheduled
Trigger
Mailchimp
Triggers when a recipient clicks a pre-specified link in your campaign.
Scheduled
Trigger
Mailchimp
Triggers when a new audience is added to your MailChimp accounts.
Scheduled
Trigger
Mailchimp
Triggers when a new customer is added to a selected store.
Scheduled
Trigger
Mailchimp
Triggers when a new subscriber is added to an audience.
Instant
Trigger
Mailchimp
Triggers when a new order is created.
Scheduled
Trigger
Mailchimp
Triggers when any current subscriber unsubscribes from an audience.
Instant
Trigger
Mailchimp
Triggers when a subscriber is added to a segment or tag within an audience.
Scheduled
Trigger
Mailchimp
Triggers when a subscriber is added or updated in an audience.
Instant
Trigger
Mailchimp
Creates a campaign draft.
Scheduled
Action
Mailchimp
Creates a custom event for an existing subscriber.
Scheduled
Action
Mailchimp
Add a new subscriber to an audience of your choosing. Can be used to update an existing subscriber too.
Scheduled
Action
Mailchimp
Unsubscribe an email address from an audience of your choosing.
Scheduled
Action
Mailchimp
Removes an existing subscriber by email address from a tag within an audience. Note: the email address
Scheduled
Action
Mailchimp
Sends a campaign draft. PLEASE NOTE: This action sends an email to
Scheduled
Action
Mailchimp
Adds a new note to an existing subscriber.
Scheduled
Action
Mailchimp
Add an email address to a tag within an audience. Note: the email address
Scheduled
Action
Mailchimp
Finds an existing campaign.
Scheduled
Action
Mailchimp
Finds a customer by an email address.
Scheduled
Action
Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action
Mailchimp
Finds an existing campaign.
Scheduled
Action
Mailchimp
Searches for a new subscriber on your MailChimp audience.
Scheduled
Action

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)

About Mailchimp

Share your ideas with Mailchimp email newsletters—then use its landing page and form builders to grow your lists and take marketing further with drip and transactional emails.

Learn more