Integrate Flodesk with Follow Up Boss to automate your work

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.

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.

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.

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.

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.

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.

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.