Loading

Follow Up Boss + Zoho Campaigns

Create notes in Follow Up Boss for new contacts in Zoho Campaigns

Stay organized and never miss a follow-up with your new contacts from Zoho Campaigns by automatically creating notes in Follow Up Boss. This workflow saves you time and ensures all new contacts are added to your Follow Up Boss app with the essential information, helping you keep track of your leads and provide timely responses. Keep your sales pipeline moving smoothly with this efficient automation.

Stay organized and never miss a follow-up with your new contacts from Zoho Campaigns by automatically creating notes in Follow Up Boss. This workflow saves you time and ensures all new contacts are added to your Follow Up Boss app with the essential information, helping you keep track of your leads and provide timely responses. Keep your sales pipeline moving smoothly with this efficient automation.

  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
    Create Note

    Creates a note on a contact

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

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)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
zoho-campaigns logo
zoho-campaigns logo

About Zoho Campaigns

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

Related categories

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

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