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 Sign Up for a free account at Zapier.com
- Click + Create in the upper left-hand corner > Zaps
- Choose Follow Up Boss as your trigger app
- For the event, select New Contact > Continue
- Choose or Connect your FUB account using your API Key > Continue
- Test Trigger > Continue
- Choose Constant Contact from the list of apps
- For the event, select Create a Contact > Continue
- Choose or Sign In to your Constant Contact account
- Choose to Allow > Continue
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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 Sign Up for a free account at Zapier.com
- Click + Create in the upper left-hand corner > Zaps
- Choose Constant Contact as your trigger app
- Choose New Contact as the Constant Contact trigger > Continue
- Choose or Sign In to your Constant Contact account
- Choose Allow > 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
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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
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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.