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Sync leads from Follow Up Boss to Customer.io for personalized marketing. Latenode’s visual editor makes complex filtering and segmentation easy, while affordable execution-based pricing keeps costs down as you scale.
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Create a New Scenario to Connect Follow Up Boss and Customer.io
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Customer.io will be your first step. To do this, click "Choose an app," find Follow Up Boss or Customer.io, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Customer.io Node
Next, click the plus (+) icon on the Follow Up Boss node, select Customer.io from the list of available apps, and choose the action you need from the list of nodes within Customer.io.
Follow Up Boss
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Customer.io
Authenticate Customer.io
Now, click the Customer.io node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Customer.io settings. Authentication allows you to use Customer.io through Latenode.
Configure the Follow Up Boss and Customer.io Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Customer.io Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Customer.io
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, Customer.io, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Customer.io integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Customer.io (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + Customer.io + Slack: When a deal stage is updated in Follow Up Boss, this triggers a personalized message in Customer.io. A notification is then sent to a designated Slack channel to alert the team of the deal stage change.
Customer.io + Follow Up Boss + Google Sheets: When a user is added to a segment in Customer.io, their information is used to update or create a person in Follow Up Boss. The updated information is then added as a new row in Google Sheets for tracking and reporting purposes.
About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Customer.io
Use Customer.io in Latenode to automate personalized messaging based on real-time user behavior. React instantly to events like purchases or sign-ups. Build flows that segment users, trigger custom emails, and update profiles automatically. Orchestrate complex campaigns and keep data consistent across platforms.
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How can I connect my Follow Up Boss account to Customer.io using Latenode?
To connect your Follow Up Boss account to Customer.io on Latenode, follow these steps:
Can I trigger Customer.io campaigns from new Follow Up Boss deals?
Yes, you can! Latenode lets you trigger personalized Customer.io campaigns when new deals appear in Follow Up Boss, ensuring timely engagement and boosted conversions using visual workflows and custom code.
What types of tasks can I perform by integrating Follow Up Boss with Customer.io?
Integrating Follow Up Boss with Customer.io allows you to perform various tasks, including:
Can I use JavaScript to transform data between Follow Up Boss and Customer.io?
Yes! Latenode's JavaScript blocks let you transform data on-the-fly, adapting fields and values to perfectly match Follow Up Boss and Customer.io requirements.
Are there any limitations to the Follow Up Boss and Customer.io integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: