If you are using Constant Contact to manage your marketing campaigns, you can sync your contacts and contact activity to Follow Up Boss using Zapier. This integration will allow you to do things like:
- Add new Follow Up Boss leads to a list in Constant Contact
- Add new Constant Contact leads to Follow Up Boss
- Add a note to Follow Up Boss when a lead open's a Constant Contact Campaign
Syncing Existing Contacts
The best way to sync existing contacts from Follow Up Boss to Constant Contact is by exporting your contacts from Follow Up Boss, and importing them to Constant Contact using these steps: Import a list of contacts to Constant Contact from a file or spreadsheet.
Zapier Integration
Use Zapier to automatically sync new contacts from Follow Up Boss to Constant Contact
Check out the possibilities when connecting Follow Up Boss with Constant Contact with Zapier!
Zapier Instructions
Sending Follow Up Boss Leads to Constant Contact
- Log in or Create a free account at Zapier.com
- Click Make a New Zap
- Choose Follow Up Boss as your trigger app
- Choose New Contact as the Follow Up Boss trigger > Save + Continue
- Connect your Follow Up Boss account using your API Key and click Continue
- Choose Save + Continue to retrieve a test lead from your Follow Up Boss account
- Click Add a Step and choose Constant Contact from the list of apps
- Choose Create a Contact as the action > Save + Continue
- Choose Connect Account and enter your Constant Contact Log In Credentials
- Choose Allow
- Choose Save + Continue
- Fill in the Template using the drop downs to the right of each field
- Continue to Send a Test to Constant Contact. Confirm that your test made it through to Constant Contact and then Turn On the Zap
Sending Constant Contact Leads to Follow Up Boss
- Log In or Create a free account at Zapier.com
- Click Make a New Zap
- Choose Constant Contact as your trigger app
- Choose New Contact as the Constant Contact trigger > Save + Continue
- Choose Connect Account and enter your Constant Contact Log In Credentials
- Choose Allow
- Choose Save + Continue
- Retrieve a Test Lead from your Constant Contact account
- Choose Continue
- Click Add a Step > select Follow Up Boss from the list of apps
- Select the Follow Up Boss Action New Inquiry or Website Event
-
Connect your Follow Up Boss account using your API Key and click Continue
- Fill in the Template using the drop downs to the right of each field, making sure to set the Inquiry Type to General or Seller Inquiry and match the Full Name, Phone, and Email fields
-
Scroll to the bottom, choose Continue, then continue and do a Test. Confirm that your test made it through to Follow Up Boss and then Turn On the Zap.