Follow Up Boss and Customer.io Integration

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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.

Follow Up Boss + Customer.io integration

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Follow Up Boss

Customer.io

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Follow Up Boss and Customer.io

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.

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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.

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Follow Up Boss

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#1 Follow Up Boss

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Connect Follow Up Boss

Sign In

Run node once

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.

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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.

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Follow Up Boss

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Customer.io

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Connect Customer.io

Sign In

Run node once

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.

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Customer.io Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Follow Up Boss and Customer.io Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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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.

Most powerful ways to connect Follow Up Boss and Customer.io

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.

Follow Up Boss and Customer.io integration alternatives

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.

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.

See how Latenode works

FAQ Follow Up Boss and Customer.io

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:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Follow Up Boss and click on "Connect".
  • Authenticate your Follow Up Boss and Customer.io accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

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:

  • Automatically adding new Follow Up Boss leads to Customer.io as customers.
  • Updating customer attributes in Customer.io based on deal stages in Follow Up Boss.
  • Triggering personalized email sequences in Customer.io for new Follow Up Boss deals.
  • Segmenting customers in Customer.io based on Follow Up Boss lead source.
  • Creating Follow Up Boss tasks when a customer takes a specific action in Customer.io.

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:

  • Initial data sync may take time depending on the size of your Follow Up Boss and Customer.io databases.
  • Complex data transformations may require advanced JavaScript knowledge.
  • Rate limits imposed by Follow Up Boss and Customer.io APIs may affect high-volume workflows.

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