Follow Up Boss + Klick-Tipp Integration

Connect Follow Up Boss to Klick-Tipp in 1 click

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Popular Follow Up Boss + Klick-Tipp Workflows

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Follow Up Boss + Klick-Tipp Integration

Create Klick-Tipp contact for new Follow Up Boss contact

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

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Follow Up Boss + Klick-Tipp Integration
1.
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Klick-Tipp
    Tag is added to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is sent to contact in Klick-Tipp Instant
  • Klick-Tipp
    Email is opened by contact in Klick-Tipp Instant
  • Klick-Tipp
    Email link is clicked in Klick-Tipp Instant
  • Klick-Tipp
    Contact viewed email in web browser in Klick-Tipp Instant
  • Klick-Tipp
    Contact loads conversion pixel on website in Klick-Tipp Instant
  • Klick-Tipp
    SMS is sent to contact in Klick-Tipp Instant
2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss
  • Klick-Tipp
    Create contact in Klick-Tipp
  • Klick-Tipp
    Tag contact in Klick-Tipp
  • Klick-Tipp
    Untag contact in Klick-Tipp
  • Klick-Tipp
    Unsubscribe Contact in Klick-Tipp
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