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Set up your first integration
Quickly connect Flodesk to Follow Up Boss with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Flodesk with Follow Up Boss - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Subscriber Added to Segment" from Flodesk.
Add your action
An action happens after the trigger—such as "Add Collaborators" in Follow Up Boss.
You’re connected!
Zapier seamlessly connects Flodesk and Follow Up Boss, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- SegmentRequired
Try ItTriggerInstant- Subscriber Unsubscribed
Triggers when a subscriber is unsubscribed.
Try ItTriggerInstant - EmailRequired
- WorkflowRequired
ActionWrite- EmailRequired
- SegmentRequired
ActionWrite
- Subscriber Created
Triggers when a new subscriber is created.
Try ItTriggerInstant - EmailRequired
- SegmentRequired
ActionWrite- SegmentRequired
- EmailRequired
- First Name
- Last Name
- Double opt-in
ActionWrite- EmailRequired
- WorkflowRequired
ActionWrite
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Practical ways you can use Flodesk and Follow Up Boss
Track unsubscribed contacts in a CRM
When a subscriber unsubscribes from your Flodesk emails, Zapier automatically creates or updates their contact in Follow Up Boss and assigns a tag for 'unsubscribed.' This lets you track changes in communication preferences and adjust your engagement strategies effortlessly.
Business OwnerAdd leads to email workflows
When a new contact is created in Follow Up Boss, Zapier adds them to an email workflow in Flodesk. By syncing leads directly into your nurture campaigns, this automation helps boost conversions and maintains consistent communication.
Marketing & Marketing OpsAdd new followers to nurture segments
When a new Flodesk subscriber is added to a segment, Zapier creates or updates their entry in Follow Up Boss to ensure they’re properly tracked within your CRM. This workflow saves time and ensures seamless lead tracking.
Sales OpsLearn how to automate Flodesk on the Zapier blog
Learn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Flodesk + Follow Up Boss integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Flodesk and Follow Up Boss
How do I integrate Flodesk with Follow Up Boss?
To integrate Flodesk with Follow Up Boss, we use a third-party tool that allows for creating workflows based on triggers and actions. Typically, the process involves setting up triggers in Follow Up Boss that will initiate actions in Flodesk. These triggers can include new contact creation or updates. Our interface guides you through connecting the two accounts securely and setting up the desired workflows.
Can I automatically add Follow Up Boss contacts to a Flodesk email list?
Yes, by setting up a trigger in Follow Up Boss for when a new contact is added or updated, you can automatically add them to a specific email list in Flodesk as an action. This setup ensures seamless synchronization between your contacts and email campaigns.
What types of triggers are available for this integration?
In this integration, the primary triggers from Follow Up Boss include new contact creation, contact updates, or changes in contact status. These triggers can then activate corresponding actions within Flodesk, like adding contacts to specific folders or lists.
Do I need any additional software to integrate these two platforms?
While integrating directly within your systems isn’t possible yet, using our integration platform bridges your two tools effortlessly without any additional software required on your end. We streamline the connection for you so there’s one less thing to worry about.
Can email campaigns be scheduled through Follow Up Boss automation?
The integration allows you to schedule email campaigns directly through Flodesk when certain events occur in Follow Up Boss. Relying on set conditions like a change in lead stage or entering specific tags means that campaigns launch at precisely the time you want milestones hit.
Is it possible to update contact information across both platforms automatically?
Yes, updating a contact’s details in Follow Up Boss can trigger automated updates within your connected lists and segments in Flodesk. This ensures consistency across platforms without needing manual entry.
How do I manage existing lists during integration setup?
During setup, you can select existing lists from both platforms that will be used as part of your workflows. The sync options give you control over whether new entries are added only to fresh lists or merged with existing ones based on predefined rules we help establish.