Follow Up Boss to MailChimp Integration Features

 


follow-up-boss




Features:

 

  • Creating a lead in Follow Up Boss will create a member in MailChimp. The member will be added to the selected audiences on the integration.

  • Updating a lead in Follow Up Boss will update an existing contact in MailChimp, or create the member if it does not already exist.

  • Adding a tag to a lead in Follow Up Boss will add the tag to the member in MailChimp, or create the member if it does not already exist.

  • The following fields map over into MailChimp from the lead information in Follow Up Boss:

    Mapped Fields
    First Name *
    Last Name *
    Email Address *
    Phone Number
    Tags

     

    *Note: The fields containing the * are Required fields*

  • An Interest with the Follow Up Boss ID is created so the contact can be found if the email address is changed in Follow Up Boss.


  • If the tag located under Target Options > Custom Mappings is added to the lead in Follow Up Boss, the member in MailChimp will be unsubscribed:




 

 

Setup: Follow Up Boss to MailChimp Integration

 

Setup: MailChimp to Follow Up Boss Integration