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Follow Up Boss + Kartra Integration

Connect Follow Up Boss to Kartra in 1 click

Popular Follow Up Boss + Kartra Workflows

Follow Up Boss + Kartra Integration

Create Kartra lead for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Kartra 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 lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Kartra + Follow Up Boss Integration

Create Follow Up Boss contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
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Kartra + Follow Up Boss Integration

Create Follow Up Boss contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Kartra + Follow Up Boss Integration

Create Follow Up Boss task for new Kartra optin form response

It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Kartra optin form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Kartra optin form response received today - your customers will thank you for it!
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Kartra + Follow Up Boss Integration

Create Follow Up Boss deal for new Kartra optin form response

Integrating your Follow Up Boss with your Kartra, can help you automatically create new deals based on optin form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Kartra - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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Follow Up Boss + Kartra Integration

You can Add Conditions / More Apps in the next steps

  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Lead fills form in Kartra
    Lead fills form in Kartra Instant
  • Customer buys a product in Kartra
    Customer buys a product in Kartra Instant
  • Tag is assigned to lead in Kartra
    Tag is assigned to lead in Kartra Instant
  • Tag is unassigned to lead in Kartra
    Tag is unassigned to lead in Kartra Instant
  • Lead is unsubscribed from list in Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Lead visits a Kartra page in Kartra
    Lead visits a Kartra page in Kartra Instant
  • Lead is subscribed to list in Kartra
    Lead is subscribed to list in Kartra Instant
  • Lead is subscribed to sequence in Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Membership revoked from a lead in Kartra
    Membership revoked from a lead in Kartra Instant
  • Lead reaches score for the first time in Kartra
    Lead reaches score for the first time in Kartra Instant
  • Lead is unsubscribed from sequence in Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Lead completes a sequence in Kartra
    Lead completes a sequence in Kartra Instant
  • Membership granted to a lead in Kartra
    Membership granted to a lead in Kartra Instant
  • Lead clicks on page split test link in Kartra
    Lead clicks on page split test link in Kartra Instant
  • Lead completes calendar in Kartra
    Lead completes calendar in Kartra Instant
  • Lead registers to a calendar in Kartra
    Lead registers to a calendar in Kartra Instant
  • Lead plays the video in Kartra
    Lead plays the video in Kartra Instant
  • Lead completes video in Kartra
    Lead completes video in Kartra Instant
  • Calender subscription is cancelled in Kartra
    Calender subscription is cancelled in Kartra Instant
  • Affiliate signs up for product in Kartra
    Affiliate signs up for product in Kartra Instant
  • Order is partially refunded in Kartra
    Order is partially refunded in Kartra Instant
  • Order is refunded in Kartra
    Order is refunded in Kartra Instant
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Assign tag to lead in Kartra
    Assign tag to lead in Kartra
  • Create lead in Kartra
    Create lead in Kartra
  • Search lead by email in Kartra
    Search lead by email in Kartra
  • Remove points from lead in Kartra
    Remove points from lead in Kartra
  • Give points to lead in Kartra
    Give points to lead in Kartra
  • Unassign tag to lead in Kartra
    Unassign tag to lead in Kartra
  • Unsubscribe a lead from a list in Kartra
    Unsubscribe a lead from a list in Kartra
  • Get lead by ID in Kartra
    Get lead by ID in Kartra
  • Subscribe lead to list in Kartra
    Subscribe lead to list in Kartra
  • Update lead in Kartra
    Update lead in Kartra
  • Subscribe lead to a sequence in Kartra
    Subscribe lead to a sequence in Kartra
  • Subscribe lead to calendar in Kartra
    Subscribe lead to calendar in Kartra
  • Cancel subscription to calendar in Kartra
    Cancel subscription to calendar in Kartra
  • Unsubscribe lead from a sequence in Kartra
    Unsubscribe lead from a sequence in Kartra
  • Create custom field in Kartra
    Create custom field in Kartra
  • Refund a payment transaction in Kartra
    Refund a payment transaction in Kartra

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Follow Up Boss + Kartra Integration
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