Customer.io + Follow Up Boss Integration

Connect Customer.io to Follow Up Boss in 1 click

Integrate Customer.io + Follow Up Boss For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Customer.io + Follow Up Boss Workflows

Create Customer.io person for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Customer.io to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding person will automatically be created in Customer.io.

This will keep all of your lead data in one place, making it easier to send out marketing emails.

Activate

When Contact is created in Follow Up Boss > Check condition > Create or Update Person in Customer.io

Follow Up Boss + Customer.io Integration

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Create Your Own Customer.io & Follow Up Boss Integration Without Any Code

Create Custom Workflow

Contact is created in Follow Up Boss Instant
Tag is added to contact in Follow Up Boss Instant
Person stage is updated in Follow Up Boss Instant
Deal is created in Follow Up Boss Instant
Deal is updated in Follow Up Boss Instant
Appointment is created in Follow Up Boss Instant

Add person to segment in Customer.io
Create or Update Person in Customer.io
Create event in Customer.io
Create anonymous event in Customer.io
Search deal in Follow Up Boss
Update deal in Follow Up Boss
Create contact without triggering action plans in Follow Up Boss
Search contact in Follow Up Boss
Add tags to a contact in Follow Up Boss
Update contact without triggering action plans in Follow Up Boss
Reassign agent in Follow Up Boss
Change stage of a contact in Follow Up Boss
Create note in Follow Up Boss
Create deal in Follow Up Boss
Create inquiry or website event in Follow Up Boss
Apply an action plan to a contact in Follow Up Boss
Create collaborators in Follow Up Boss
Pause an action plan for a contact in Follow Up Boss
Create task in Follow Up Boss
Log call in Follow Up Boss

3x-10x Less Expensive Than Popular Alternatives

Popular Alternative

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750 Tasks

in $19.⁹⁹

Integrately

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2,000 Tasks

in $19.⁹⁹

See Pricing

Integrate Customer.io & Follow Up Boss In 1 Click
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Want to automate something else in your workflow?

You Can Also Connect Customer.io or Follow Up Boss With 1200+ Other Apps

Customer.io is a platform that helps you communicate with your customers in real-time - across multiple channels (website, mobile app and email) by analyzing user activity and behavior data.

See Customer.io Integrations

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations