Follow Up Boss + Unbounce

Add new Follow Up Boss contacts for new Unbounce submissions

If those contacts are coming in through Unbounce faster than you can add them to Follow Up Boss, consider handing that job over to this automation. Once you do, every new submission you receive on your Unbounce form will automatically add a new contact to Follow Up Boss for you, no matter active your form is. From then on you can rely on Zapier automation to reliably keep all your information up to date as long as the integration remains active.

When this happens...
New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar
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?

New Form Submission
Triggers when a new Form Submission is received on a Landing Page, Overlay or Sticky Bar
Trigger
Instant
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
Follow Up Boss
Adds tags to a contact.
Scheduled
Action
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

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 Unbounce

Unbounce is a landing page platform that helps you convert more visitors into leads, sales, and customers. Unbounce Conversion Intelligence™ is AI powered-functionality that works with your marketing intuition to ensure the best campaign performance every time.

Learn more