Integrations
What connects to FoxFlow, which direction each one runs, and which of them you actually need.
Integrations come in three kinds, and knowing which is which saves a lot of confusion.
Inbound brings people in. Outbound pushes people to another system. And one — FoxFlow Messaging — isn't really an integration at all; it's how texts leave FoxFlow.
Inbound: getting leads in
| Integration | What it does | Plan |
|---|---|---|
| Facebook and Instagram Lead Ads | Ad leads appear on your board automatically | Free |
| FlowForm | A hosted form that creates leads and emails the person | Free |
| Public form | A simple link you can paste anywhere | Free |
All free, on purpose. You shouldn't have to pay to find out whether leads arrive.
The channel: how texts get sent
| Integration | What it does | Plan |
|---|---|---|
| FoxFlow Messaging | Texts go out from your organisation's number | Pro |
This is the one that makes automatic follow-up possible. Everything about auto-send and auto-advance depends on it.
Outbound: pushing people onward
These take contacts — not raw leads — and put them in the system where that kind of record belongs.
| Integration | What it does | Plan |
|---|---|---|
| Planning Center | Adds contacts to PCO People, matched not duplicated | Pro |
| Mailchimp | Adds contacts and their tags to an audience | Pro |
| Blackbaud | Tags people who already exist as constituents | Pro |
| ClickUp | Creates a task when a lead gains a mapped tag | Pro |
| Webhooks | Posts lead events to any URL you control | Pro |
Where you connect each one
Two levels, and it's not arbitrary — anything involving an account or a phone number is organisation-wide, while anything about which leads is per flow.
| Connect at | Which |
|---|---|
| Organisation Settings → Meta | Your Facebook Page |
| Organisation Settings → Messaging | FoxFlow Messaging (set up by the FoxFlow team) |
| Organisation Settings → Integrations | Planning Center, Mailchimp, Blackbaud, ClickUp, webhooks |
| Flow Settings → Meta | Which lead forms feed this board |
| Flow Settings → Forms | This flow's FlowForm form |
Which do you actually need?
Most teams need one inbound source and, eventually, FoxFlow Messaging. Everything else is optional.
What none of them do
Worth saying plainly, because it sets expectations correctly:
- Nothing syncs back into FoxFlow. The outbound integrations are one-way. Editing someone in Planning Center doesn't change their lead.
- Nothing here sends email campaigns. Mailchimp gets your contacts; sending is still Mailchimp's job.
- FoxFlow doesn't replace your database. Planning Center, Blackbaud and your CRM stay the system of record. FoxFlow is the follow-up that happens first.