Integrate Follow Up Boss with Ontraport

Send information between Follow Up Boss and Ontraport automatically, without writing any code, using Zoho Flow.

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Create a new contact is in Ontraport each time a new contact is created in Follow Up Boss

Ensure effective engagement by marketing and sales with up-to-date contact information across platforms. This flow will add a new contact in Ontraport whenever a new contact is added in Follow Up Boss.

How it works
  1. The flow triggers when a new contact is created in Follow Up Boss.
  2. Zoho Flow creates a new contact. Updates the details in case the contact already exists. in Ontraport.
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Create a new contact is in Ontraport each time a new contact is created in Follow Up Boss

Follow Up Boss + Ontraport

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Supported triggers and actions

Integrate Follow Up Boss and Ontraport using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Contact added

Triggers when a new contact is added

Entry submitted

Triggers when a contact submits an entry in the selected form

Tag removed

Triggers when the selected tag is removed for a contact

Tag added

Triggers when the selected tag is added to a contact

All Actions - Actions are the automated tasks

Notify for new inquiry or website event

Notifies you when a new inquiry is received or an event has occurred in your website

Create contact

Creates a new contact

Create or update contact

Creates a new contact. Updates the details in case the contact already exists.

What is Follow Up Boss?

Follow Up Boss is contact and lead management software. You can follow up on your activities, manage new leads, and receive notifications to stay on top of your sales pipeline.

Contact Management CRM

What is Ontraport?

Ontraport is a marketing automation tool that helps you manage your CRM, email and SMS communication, landing pages, and web forms, all in one place.

Marketing Automation

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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