Follow Up Boss + Pardot

Create Pardot prospects from new Follow Up Boss contacts

Effortlessly keep your sales pipeline up-to-date with this integration between Follow Up Boss and Pardot. When you add a new contact in Follow Up Boss, this workflow will create a prospect in Pardot, ensuring a seamless transition for your leads. Save time and streamline your lead management process with this automation.

When this happens...
New Contact
Fires when a new contact is created in Follow Up Boss.
TriggerInstant
automatically do this!
Create Prospect
Triggers when a new Prospect is synced to Pardot.
ActionWrite

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Supported triggers and actions

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
New Form Submission
Triggers when a form is submitted.
Trigger
Scheduled
Try It
- ListRequired
Trigger
Scheduled
Try It
- ListRequired
- ProspectRequired
Action
Write
- ListRequired
- ProspectRequired
Action
Write
- ProspectRequired
- Email Address
- First Name
- Last Name
- Salutation
- Campaign
- Address One
- Address Two
- City
- Zip
- State
- Territory
- Country
- Website
- Phone
- Fax
- Job Title
- Department
- Company
- Number of Employees
- Years in Business
- Industry
- Notes
- Comments
- Source
- Score
- Password
- Account
- Annual Revenue
- Do Not Email?
- Review Status
- Star Status
- Do Not Call?
Action
Write
- Email AddressRequired
Action
Search

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

Follow Up Boss + Pardot

Create Pardot prospects from new Follow Up Boss contacts

Supported triggers and actions

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)

New Form Submission

Prospect Added to List

Add Prospect to List

Remove Prospect From List

Update Prospect

Find Prospect

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