Constant Contact (Zapier Integration)

About

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

Click here to view a list of all Actions and Triggers available with this integration..

To set up integration you will need a Constant Contact account (start your free trial here), Zapier account and Follow Up Boss account. This integration is available for Follow Up Boss agents and admins.

Sending Follow Up Boss Leads to Constant Contact

  1. Login or create a free account at  Zapier.com
  2. Click Make a New Zap.
  3. Choose Follow Up Boss as your trigger app
  4. Choose "New Contact" as the Follow Up Boss trigger. "Save + Continue".
  5. Connect your Follow Up Boss account using your API Key and click "Continue".
  6. Choose "Save + Continue" to retrieve a test lead from your Follow Up Boss account
  7. Click "Add a Step" and choose Constant Contact from the list of apps
  8. Choose "Create a Contact" as the action. Click "Save + Continue"
  9. Choose "Connect Account" and enter your Constant Contact login credentials. 
  10. Choose "Allow"
    Screen_Shot_2019-09-15_at_3.43.08_PM.png 
  11. Choose "Save + Continue"
  12. Fill in the template using the drop downs to the right of each field
    Screen_Shot_2019-09-15_at_4.00.10_PM.png
  13. Choose 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

  1. Login or create a free account at  Zapier.com
  2. Click Make a New Zap.
  3. Choose Constant as your trigger app
  4. Choose "New Contact" as the Constant Contact trigger. Click "Save + Continue"
  5. Choose "Connect Account" and enter your Constant Contact login credentials. 
  6. Choose "Allow"
    Screen_Shot_2019-09-15_at_3.43.08_PM.png 
  7. Choose "Save + Continue"
  8. Retrieve a test lead from your Constant Contact account
  9. Choose "Continue"
  10. Click "Add a Step" select Follow Up Boss from the list of apps.
  11. Select the Follow Up Boss Action "New Inquiry or Website Event" if you want to start an Action Plan or "Create or Update Contact" if you do not.

    file-fzBZHUfQlT.png

  12. Connect your Follow Up Boss account using your API Key and click "Continue".

  13. Set up the template, making sure to set the inquiry type to General or Seller Inquiry.
    Make sure to match up the Full Name, Phone and Email fields using the dropdown next to each field. 
    Screen_Shot_2019-09-15_at_3.50.08_PM.png

  14. 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.

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