First Team + Oppy High-Level Sync Architecture
Overview
This flow keeps ActiveCampaign and Follow Up Boss (FUB) aligned by using Oppy as the orchestration and sync layer on both sides of the integration.
At a high level:
- ActiveCampaign holds the originating contact, campaign context, and can calculate metrics like time to close.
- Oppy sits between ActiveCampaign and Follow Up Boss, handling identity matching, field normalization, routing, and sync logic in both directions.
- On the first sync from ActiveCampaign, Oppy can assign an initial lead score before pushing or mapping the contact into Follow Up Boss.
- Follow Up Boss becomes the system of record for recruiting pipeline progress through milestones like appointment set and appointment met.
- Using Oppy automation rules, Oppy can re-score the lead when appointment_set or appointment_met tags are added in FUB.
- Oppy can then enrich the record with historical production data from the last 12 months and sync the right values back into ActiveCampaign.
- From that point forward, both systems stay aligned on the fields that matter for segmentation, reporting, lifecycle automation, and score-based routing.
High-Level Data Flow
flowchart LR
AC[ActiveCampaign\nLead + campaign context\nTime-to-close calc] <--> O1[Oppy\nIdentity matching + scoring\nRouting + sync logic]
O1 <--> FUB[Follow Up Boss\nRecruiting workflow + tags\nappointment_set / appointment_met]
O1 --> AC2[ActiveCampaign\nEnriched contact + automation-ready fields]
Core Sync Logic
- Source in: ActiveCampaign provides the contact, campaign context, and initial qualification signal.
- Bidirectional orchestration: Oppy sits between ActiveCampaign and FUB on both sides, not just at intake.
- Initial scoring: On the first sync from ActiveCampaign, Oppy can assign an initial lead score.
- Pipeline tracking in FUB: FUB tracks the recruiting milestones and ownership context.
- Automation rule trigger: When appointment_set or appointment_met tags are added in FUB, Oppy automation rules can trigger a re-score and sync event.
- Enrichment step: Oppy attaches the last 12 months of sales volume and role context from the FUB side.
- Sync back to AC: Oppy finds the matching ActiveCampaign contact and writes back the updated fields for segmentation, reporting, nurture logic, and score-based automation.
Key Fields to Keep in Sync
Contact / ownership context
- Recruiter
- Team leader
- Community office
- Role: agent / broker / team leader
- Lead source
Funnel status
- Appointment set
- Appointment met
- SQL-style milestone readiness
- Current workflow / stage status
Performance + reporting
- Conversion percentage
- Last 12 months sales volume
- Lead value / production context
- Time to close (calculated in ActiveCampaign)
Automation Rules for Scoring + Sync
Oppy can use automation rules to keep scoring and sync behavior event-driven instead of manual.
Recommended triggers:
- Initial sync from ActiveCampaign → create/update contact in FUB, assign baseline score, write first mapped fields
- FUB tag added: appointment_set → re-score lead, update lifecycle stage, sync key values back to ActiveCampaign
- FUB tag added: appointment_met → re-score lead again, enrich with stronger qualification context, sync back to ActiveCampaign
- Production data available / refreshed → write 12-month sales metrics back to the matching ActiveCampaign contact
Helpful docs:
Recommended System-of-Record Split
- ActiveCampaign: campaign source, nurture logic, segmentation, downstream marketing automation, and time-to-close calculation
- Follow Up Boss: recruiting workflow progression, appointment status, team / office ownership, production context
- Oppy: identity matching, field mapping, sync rules, automation-rule triggers, lead scoring, and automated follow-up orchestration
Practical Outcome
This gives First Team one closed-loop workflow: ActiveCampaign ↔ Oppy ↔ Follow Up Boss with Oppy also syncing enriched state and scoring back into ActiveCampaign.
That means recruiting activity can be managed in FUB while marketing, segmentation, lifecycle automation, and score-based routing stay accurate in ActiveCampaign.
Detailed Diagram
