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Follow Up Boss + Zoho Campaigns

Create new Follow Up Boss inquiries or website events from Zoho Campaigns contacts

Effortlessly manage new contacts from Zoho Campaigns by instantly creating inquiries or website events in Follow Up Boss. This workflow streamlines your lead management process, ensuring prompt follow-ups with potential clients. Every time a new contact is added in Zoho Campaigns, a corresponding inquiry or website event will be generated in Follow Up Boss, helping you stay organized and efficient.

Effortlessly manage new contacts from Zoho Campaigns by instantly creating inquiries or website events in Follow Up Boss. This workflow streamlines your lead management process, ensuring prompt follow-ups with potential clients. Every time a new contact is added in Zoho Campaigns, a corresponding inquiry or website event will be generated in Follow Up Boss, helping you stay organized and efficient.

  1. When this happens...
    Zoho CampaignsZoho Campaigns
    New Contact

    Triggers when a new contact is added to a mailing list.

    TriggerInstant
  2. automatically do this!
    Follow Up BossFollow Up Boss
    New Inquiry or Website Event

    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Topic

    • Campaign NameRequired

    • SubjectRequired

    • Sender AddressRequired

    • Select Mailing List

    • Sender Name

    Action
    Write
    • CampaignRequired

    Action
    Write
    • Action

    • Select Mailing ListRequired

    Trigger
    Instant
    Try It
    • Select a Campaign to CloneRequired

    • New Campaign NameRequired

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Associate contacts with topics

    • Lawful basis

    Action
    Write
    • Select Mailing ListRequired

    • Contact Email AddressRequired

    • Move to Do-Not-Mail

    Action
    Write
follow-up-boss logo
follow-up-boss logo

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 moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

Zoho Campaigns lets you send email and social media campaigns to your subscribers.

Related categories

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