Follow Up Boss and Constant Contact: Connect, Sync, and Automate Your Email Marketing & CRM

If you run your real estate business in Follow Up Boss and market through Constant Contact, this guide shows you how to make them work as one. You’ll see exactly how to sync contacts cleanly, map fields the right way, and automate campaigns without duplicates or compliance snags. Whether you’re a broker, ops lead, or small team looking to streamline follow-ups, you’ll learn every option—from official syncs to Zapier setups—plus the field-tested steps, checklists, and fixes that keep your integration running smoothly.

Why integrate Follow Up Boss with Constant Contact?

• Consolidate contact lifecycle: one source of truth for leads (Follow Up Boss) and one marketing audience (Constant Contact).

• Automate list membership and segments so new leads get the right nurture series instantly.

• Avoid manual exporting and importing — it saves time and keeps every lead in one place.

• Improve compliance: track unsubscribes and suppressions automatically when mapped correctly.

Use Constant Contact to manage relationships and Follow Up Boss to run the marketing that keeps them warm.

Integration Options — Pick the Right Tool for Your Needs

You have a few solid paths for connecting Follow Up Boss and Constant Contact — from built-in tools to no-code automation and full data connectors.

Official Follow Up Boss to Constant Contact Sync

The official connection between Follow Up Boss and Constant Contact runs through API Nation and is the simplest way to keep the two systems aligned. It’s available from the Follow Up Boss marketplace or Constant Contact’s app directory. Once an account owner enables it, core fields (name, email, phone) stay in sync and tags/lists can be updated based on your mapping; stage-to-list changes only occur if you configure them in API Nation. If configured correctly, the integration will also respect Constant Contact unsubscribes so you don’t have to manage opt-outs manually.

For most real estate teams, this is a dependable, low-maintenance option. The tradeoff is flexibility: complex rules and every custom field depend on what API Nation exposes, so you may need vendor help for advanced mappings.

Zapier Integration (no-code control)

Zapier makes it easy to link Follow Up Boss and Constant Contact without any coding. It follows a simple “if this happens, do that” pattern. For instance, when a new contact is created in Follow Up Boss, Zapier can add that same person to Constant Contact and tag them for a welcome email. You can also set up filters or extra steps to decide which contacts get sent and when.

Setup only takes a few minutes, and Zapier’s dashboard shows each automation as it runs — a solid choice for small teams that don’t want to hire a developer. It’s a great option for small teams who want flexibility without needing a developer. Be mindful of limits — each action uses one task from your plan. To avoid duplicates, include a quick check that skips contacts already stored in Constant Contact.

Data Connectors (Skyvia, Integrately, API Nation, custom ETL)

For teams managing big databases or more complex setups, tools like Skyvia, Integrately, and API Nation offer a stronger, more controlled sync. These connectors move data in batches or near real time and let you decide exactly how each field maps between Follow Up Boss and Constant Contact.

These tools can sync in both directions, clear out outdated records, and flag issues early. They’re built for teams with lots of contacts or multiple agent lists to maintain. Setup takes a little more work — you may need help with the field mapping — but after that, they run smoothly and can handle big data loads without much trouble.

Typical quirks

• Email as the unique key - Most systems use a contact’s email to find or update their record. If a contact has more than one email—or none at all—it’s easy to end up with duplicates or missed updates.

• Deleted contacts - Deleting a contact in Follow Up Boss usually just stops updates — the record often stays in Constant Contact. If you want it removed, enable “delete propagation” (sometimes called hard delete) in your connector or ask your integration provider to turn that on. Otherwise, mark the contact archived or inactive in FUB so the sync won’t re-create it.

• Unsubscribes - Constant Contact controls who can receive emails. Make CC the source of truth for email opt-outs by mapping its suppression list into Follow Up Boss (or exporting the list and importing it as a DNC tag). Test once by unsubscribing an address in CC and confirming that address is blocked from FUB campaigns.

• Tags vs. Lists - Follow Up Boss organizes contacts with tags, while Constant Contact uses lists or groups. If tag and list names don’t match, some contacts can end up in the wrong place or drop out entirely. Keeping naming consistent across both systems will help you avoid that.

Practical Recommendations

• Clean up emails first: export your list, run a quick find/replace (trim spaces, make everything lowercase), then re-import. I usually do this on the 1st of the month.

• Tag smartly: add tags like test, DNC-FUB, and internal in Follow Up Boss so those contacts never hit Constant Contact. Use DNC-FUB exactly — it’s easy to filter later.

• Use segments, not full lists: build segments such as buyers-2024 or open-house-July in Constant Contact instead of one giant audience. Smaller groups make your reporting useful.

• Track agent ownership: write the assigned agent into a custom field (e.g., assigned_agent) so you can send agent-specific campaigns. That one field saves a lot of back-and-forth.

• Do a monthly cleanup: pick a day, merge duplicates (email first, then phone), and save an export copy for backup. I keep a file named “FUB_CC_backup_YYYY-MM-DD.csv”.

• Sync only what matters: limit fields to name, email, phone, assigned_agent, and the 3 tags you actually use in campaigns. Fewer fields = fewer errors.

• Document your setup: keep a one-page note in Google Drive that lists mappings and tag names. New teammates will thank you.

Troubleshooting & Common Sync Issues

• Counts don’t match - Different platforms handle duplicates and unsubscribes differently. Compare exports (CSV) from both sides using email as the key, then reconcile by tag/list.

• Sync delay - Many connectors run on a schedule — check the connector’s “last run” timestamp and any rate-limit or error logs. In Zapier, open Task History to spot throttled or skipped runs.

• Unsubscribes not respected: Map the unsubscribe/opt-out field from Constant Contact into Follow Up Boss (or import the CC suppression list as a DNC-FUB tag) and test once by unsubscribing an address to confirm it’s blocked everywhere.

• Duplicates - Make the email lowercase and remove spaces, do an exact-match search, and skip creation when the email already exists.

• API errors / auth failures - Change API keys every few months, keep an eye on error alerts, and re-enter credentials immediately if something fails. 

Mini checklist to resolve sync mismatches

1. Export both systems (email, tags, status) and do a keyed compare on email.

2. Re-run sync for a small subset and watch connector logs for errors.

3. Fix mapping or transform rules, then reprocess the affected batch.

Before You Hit “Sync” — Quick Preflight Checklist

• Create and store a CSV backup (Follow Up Boss export) of the current contact list.

• Test the integration with a sandbox segment of 5–10 contacts.

• Map fields and document how tags → lists and stages → segments translate.

• Confirm unsubscribe/suppression handling is bi-directional (or at least Constant Contact to Follow Up Boss).

• Confirm the assigned-agent value is passing through so follow-up routes correctly and emails can use the agent’s name. 

• Set up monitoring emails or Slack alerts for sync failures.

FAQs

Does Constant Contact integrate with Follow Up Boss?

The official connector is powered by API Nation. There are also no-code platforms like Zapier, and ETL/data connector options that link Follow Up Boss to Constant Contact for contact sync and campaign triggers.

Can I customize what data gets synced?

Yes. Nearly every connector supports core + custom fields, though some only let you map a few key fields while others let you map everything. Use a data connector or a consultant if you need complex transforms, conditional logic, or custom dedupe rules.

Does it sync deleted or trash contacts?

Not by default. Deletions are usually treated as non-destructive; records may stop updating but remain in Constant Contact unless you configure a deletion rule. Treat deletion carefully—archiving is safer.

Can I send newsletters or follow-ups from Follow Up Boss?

Follow Up Boss isn’t an email marketing platform — send bulk newsletters and automated campaigns from Constant Contact. Use Follow Up Boss triggers to add contacts to Constant Contact lists or start automations.

What happens when someone unsubscribes?

Constant Contact’s suppression list controls email sending. Proper integrations will push unsubscribe status back to Follow Up Boss or tag the contact so you never re-add them to a marketing audience.

Do I need technical skills to set this up?

Basic setups via official sync or Zapier can be done by non-technical users, but expect edge cases — high volumes, custom fields, or strict compliance — to require technical help or an integrator.

Want Us to Handle This for You?

If you’d rather avoid the guesswork, Kee Technology will set up the Follow Up Boss and Constant Contact integration for your team, map the fields, run test syncs, and monitor the connection for 30 days. We handle API keys, dedupe strategy, suppression mapping, and error remediation so your lists stay clean and your campaigns run reliably — without your ops team firefighting every time a new lead source turns on. Send us the details and we’ll take it from there.