Follow Up Boss + Marketo Integration

Connect Follow Up Boss to Marketo in 1 click

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Follow Up Boss + Marketo Integration

Create Marketo 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 Marketo 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 Marketo.

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 + Marketo 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
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
  • Marketo
    Create or update person in Marketo
  • Marketo
    Add Person to a list in Marketo
  • Marketo
    Search person in Marketo
  • Marketo
    Create or update custom object record in Marketo
  • Marketo
    Create or update opportunity in Marketo
  • Marketo
    Search Opportunity in Marketo
  • Marketo
    Search custom object record in Marketo

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Follow Up Boss + Marketo Integration
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