Click Funnels + Follow Up Boss Integration

Integrate Click Funnels to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Create contacts, assign deals, log notes, and update your sales pipeline automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Click Funnels
    Community post is created in Click Funnels Instant
  • Click Funnels
    Course is created in Click Funnels Instant
  • Click Funnels
    Course is updated in Click Funnels Instant
  • Click Funnels
    Course is published in Click Funnels Instant
  • Click Funnels
    Course section is created in Click Funnels Instant
  • Click Funnels
    Course is deleted in Click Funnels Instant
  • Click Funnels
    Course section is updated in Click Funnels Instant
  • Click Funnels
    Course section is published in Click Funnels Instant
  • Click Funnels
    Course lesson is deleted in Click Funnels Instant
  • Click Funnels
    Course lesson is updated in Click Funnels Instant
  • Click Funnels
    Course lesson is created in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Course lesson is published in Click Funnels Instant
  • Click Funnels
    Comment is created on community post in Click Funnels Instant
  • Click Funnels
    Sales opportunity is created in Click Funnels Instant
  • Click Funnels
    Sales opportunity is updated in Click Funnels Instant
  • Click Funnels
    Sales opportunity Stage is changed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is closed in Click Funnels Instant
  • Click Funnels
    Sales opportunity is Deleted in Click Funnels Instant
  • Click Funnels
    Blog post is published in Click Funnels Instant
  • Click Funnels
    Contact is created in Click Funnels Instant
  • Click Funnels
    Contact is updated in Click Funnels Instant
  • Click Funnels
    Contact is deleted in Click Funnels Instant
  • Click Funnels
    Contact completed course in Click Funnels Instant
  • Click Funnels
    Contact is unsubscribed in Click Funnels Instant
  • Click Funnels
    Blog post is deleted in Click Funnels Instant
  • Click Funnels
    Blog post is updated in Click Funnels Instant
  • Click Funnels
    Blog post is created in Click Funnels Instant
  • Click Funnels
    Product variant is updated in Click Funnels Instant
  • Click Funnels
    Product variant is created in Click Funnels Instant
  • Click Funnels
    Tag is removed from contact in Click Funnels Instant
  • Click Funnels
    Course enrollment is created in Click Funnels Instant
  • Click Funnels
    Product is created in Click Funnels Instant
  • Click Funnels
    Product is updated in Click Funnels Instant
  • Click Funnels
    Tag is added to contact in Click Funnels Instant
  • Click Funnels
    Purchase is created in Click Funnels Instant
  • Follow Up Boss
    Contact is updated in Follow Up Boss Instant
  • Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Follow Up Boss
    Deal is updated in Follow Up Boss Instant
  • Follow Up Boss
    Appointment is created in Follow Up Boss Instant
Arrow Right
2.
  • Click Funnels
    Create contact in Click Funnels
  • Click Funnels
    Search contact in Click Funnels
  • Click Funnels
    Update contact in Click Funnels
  • Click Funnels
    Delete contact in Click Funnels
  • Click Funnels
    Create tag in Click Funnels
  • Click Funnels
    Enroll a contact into a course in Click Funnels
  • Click Funnels
    Apply tag to contact in Click Funnels
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Search contact in Follow Up Boss
  • Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Follow Up Boss
    Reassign agent in Follow Up Boss
  • Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Follow Up Boss
    Create note in Follow Up Boss
  • Follow Up Boss
    Create deal in Follow Up Boss
  • Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Follow Up Boss
    Create collaborators in Follow Up Boss
  • Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Follow Up Boss
    Create task in Follow Up Boss
  • Follow Up Boss
    Log call in Follow Up Boss

Trusted by experts at...

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Ready Workflows Ready Workflows for Click Funnels + Follow Up Boss Integration

Capture leads, create contacts, assign deals, log notes, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Follow Up Boss + Click Funnels Integration

Create Click Funnels contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Click Funnels to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in Click Funnels.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Click Funnels + Follow Up Boss Integration

Create Follow Up Boss contact for new Click Funnels contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and Click Funnels contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Click Funnels + Follow Up Boss Integration

Create Follow Up Boss deal for new Click Funnels contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in Click Funnels. Just connect your accounts, and every time a new contact is created in Click Funnels, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
See more
Click Funnels + Follow Up Boss Integration

Create Follow Up Boss task for new Click Funnels contact

Follow Up Boss and Click Funnels are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - Click Funnels integration, you can automatically create task in Follow Up Boss whenever a new contact is created in Click Funnels.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
See more
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Click Funnels + Follow Up Boss flow

Connect your favorite marketing and CRM tools to handle lead routing, scheduling, and communications once your core pair finishes. Pick a combination and activate it in one click.

Click Funnels
Follow Up Boss
+
Facebook Lead AdsFacebook Lead Ads (4)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
StripeStripe (3)
+
GmailGmail (3)
F
C
F
Add Facebook Lead Ads leads to Click Funnels as new contacts, and create a contact in Follow Up Boss
New Facebook Lead Ads leads instantly generate contacts in both Click Funnels and Follow Up Boss without manual entry.
F
C
F
When a Click Funnels purchase is completed from a Facebook Lead Ads campaign, create a deal in Follow Up Boss
Turn Facebook Lead Ads conversions tracked in Click Funnels into active Follow Up Boss deals instantly.
F
C
F
If a Facebook Lead Ads submission creates a Click Funnels contact, apply an action plan in Follow Up Boss
Trigger automated Follow Up Boss action plans as soon as Facebook Lead Ads leads register in Click Funnels.
F
C
F
Use ChatGPT to summarise Facebook Lead Ads submissions in Click Funnels, and log a note in Follow Up Boss
AI analyses Click Funnels submissions from Facebook Lead Ads and logs structured notes in Follow Up Boss.

Supported triggers and actions for Click Funnels and Follow Up Boss

Mix and match to build the exact automation you need

Click Funnels
Click Funnels Triggers & Actions
Instant
Community post is created in Click Funnels
Triggers the automation when a new community post is created
Try it →
Instant
Course is created in Click Funnels
Triggers the automation when a new course is created
Try it →
Instant
Course is updated in Click Funnels
Triggers the automation when a course is updated
Try it →
Instant
Course is published in Click Funnels
Triggers the automation when a course is published
Try it →
Instant
Course section is created in Click Funnels
Triggers the automation when a new section is created in a course
Try it →
Instant
Course is deleted in Click Funnels
Triggers the automation when a course is deleted
Try it →
Instant
Course section is updated in Click Funnels
Triggers the automation when a section in a course is updated
Try it →
Instant
Course section is published in Click Funnels
Triggers the automation when a section in a course is published
Try it →
Instant
Course lesson is deleted in Click Funnels
Triggers the automation when a lesson in a course is deleted
Try it →
Instant
Course lesson is updated in Click Funnels
Triggers the automation when a lesson in a course is updated
Try it →
Instant
Course lesson is created in Click Funnels
Triggers the automation when a new lesson is created in a course
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment in a course is created
Try it →
Instant
Course lesson is published in Click Funnels
Triggers the automation when a lesson in a course is published
Try it →
Instant
Comment is created on community post in Click Funnels
Triggers the automation when a new comment is posted on a community post
Try it →
Instant
Sales opportunity is created in Click Funnels
Triggers the automation when a new sales opportunity is created
Try it →
Instant
Sales opportunity is updated in Click Funnels
Triggers the automation when a sales opportunity is updated
Try it →
Instant
Sales opportunity Stage is changed in Click Funnels
Triggers the automation when the stage of a sales opportunity is changed
Try it →
Instant
Sales opportunity is closed in Click Funnels
Triggers the automation when a sales opportunity is closed
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Instant
Sales opportunity is Deleted in Click Funnels
Triggers the automation when a sales opportunity is deleted
Try it →
Instant
Blog post is published in Click Funnels
Triggers the automation when a blog post is published
Try it →
Instant
Contact is created in Click Funnels
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in Click Funnels
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in Click Funnels
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Contact completed course in Click Funnels
Triggers the automation when a course contact is completed
Try it →
Instant
Contact is unsubscribed in Click Funnels
Triggers the automation when a contact unsubscribes from a mailing list
Try it →
Instant
Blog post is deleted in Click Funnels
Triggers the automation when a blog post is deleted
Try it →
Instant
Blog post is updated in Click Funnels
Triggers the automation when a blog post is updated
Try it →
Instant
Blog post is created in Click Funnels
Triggers the automation when a new blog post is created
Try it →
Instant
Product variant is updated in Click Funnels
Activates when a product variant is modified
Try it →
Instant
Product variant is created in Click Funnels
Initiates when a new product variant is created
Try it →
Instant
Tag is removed from contact in Click Funnels
Activates upon removal of a tag from a contact
Try it →
Instant
Course enrollment is created in Click Funnels
Triggers the automation when a new enrollment is created in the particular course
Try it →
Instant
Product is created in Click Funnels
Initiates when a new product is create
Try it →
Instant
Product is updated in Click Funnels
Activates when a product is modified
Try it →
Instant
Tag is added to contact in Click Funnels
Triggers when a tag is assigned to a contact
Try it →
Instant
Purchase is created in Click Funnels
Triggers the automation when a new purchase is created
Try it →
Create contact in Click Funnels
Adds a new contact to the database
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Search contact in Click Funnels
Finds and retrieves contact information
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Update contact in Click Funnels
Updates contact information with new details
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Delete contact in Click Funnels
Removes a contact from the address book
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Create tag in Click Funnels
Generates a new tag
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Enroll a contact into a course in Click Funnels
Enrolls a contact into a course
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Apply tag to contact in Click Funnels
Tag a contact
Try it →
Follow Up Boss
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
Try it →
Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it →
Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it →
Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it →
Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
Try it →
Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
Try it →
Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it →
Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
Try it →
Search deal in Follow Up Boss
Retrieves and find a deal
Try it →
Add relationship in Follow Up Boss
Adds a new relationship.
Try it →
Get contact by id in Follow Up Boss
Try it →
Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
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Search contact in Follow Up Boss
Finds and retrieves contact information
Try it →
Add tags to a contact in Follow Up Boss
Adds tags to a contact
Try it →
Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
Try it →
Reassign agent in Follow Up Boss
Reassigns the task to a different agent
Try it →
Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
Try it →
Create note in Follow Up Boss
Creates a new note in the particular format
Try it →
Create deal in Follow Up Boss
Generates a new deal with
Try it →
Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
Try it →
Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
Try it →
Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
Try it →
Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
Try it →
Create task in Follow Up Boss
Creates a new task
Try it →
Log call in Follow Up Boss
Record and save call details for future reference
Try it →

What can you automate with Click Funnels + Follow Up Boss?

Streamline your entire lead-to-deal workflow by connecting every funnel event directly to your sales pipeline.

What you can automate?
Sync New Contacts Instantly
Automatically create a contact in Follow Up Boss the moment a new contact is registered in Click Funnels. Eliminate manual data entry and ensure zero lead lag.
📝
Capture Every Submitted Field
Map all custom form questions, questionnaire answers, and buyer notes from Click Funnels directly into Follow Up Boss contact profiles and notes.
🔔
Alert Sales Agents Immediately
Trigger instant notifications, tasks, or action plans in Follow Up Boss the second a high-value prospect completes a funnel step or purchase.
🔀
Route Leads Conditionally
Assign different Follow Up Boss deal stages, tags, or action plans based on specific product selections or criteria submitted in your Click Funnels pages.
🔄
Keep Pipeline Records Updated
Automatically update contact details, sales opportunity stages, and deal amounts across both platforms as buyer behavior evolves.
🔍
Prevent Duplicate Records
Search existing database records before creating new entries, ensuring your Follow Up Boss and Click Funnels accounts remain clean and deduplicated.
💳
Automate Purchase and Deal Flows
Convert completed Click Funnels purchases into active Follow Up Boss deals and customer profiles with accurate revenue attribution.
🌐
Extend Flows to External Apps
Connect your core Click Funnels and Follow Up Boss automation to Stripe, Gmail, or calendar tools for a complete end-to-end business operation.
And much more...

Who is Click Funnels + Follow Up Boss integration for?

Connecting Click Funnels and Follow Up Boss removes manual data transfer bottlenecks for marketing and sales teams managing high-volume pipelines.

Performance Marketers
Performance Marketers
Sales Executives
Sales Executives
Agency Account Managers
Agency Account Managers
High-Volume Sales Teams
High-Volume Sales Teams
Operations Managers
Operations Managers
CRM Administrators
CRM Administrators
📈
Performance Marketers
You're running funnel campaigns across multiple traffic sources but your CRM metrics only update when someone manually exports leads, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new lead lands in your CRM instantly and your campaign data stays current.
Sales Executives
You need to engage incoming prospects within minutes of registration, but manual contact creation leaves leads sitting unassigned for hours while warm intent cools down — with this integration, every funnel submission creates a CRM record instantly so your team can make contact right away.
🤝
Agency Account Managers
You manage client lead generation funnels and need to provide transparent pipeline reporting, but reconciling funnel data with CRM deals by hand leads to frequent discrepancies — with this integration, every conversion and purchase flows directly into the client's records without manual errors.
🚀
High-Volume Sales Teams
Your landing pages generate hundreds of form submissions daily, overwhelming your staff and causing valuable contact details to slip through the cracks of manual entry — with this integration, high inquiry volumes are processed automatically and mapped into structured CRM records without delay.
🎯
Operations Managers
You oversee the hand-off between marketing acquisition and sales follow-up, but disconnected platforms cause dropped leads and inconsistent record keeping across departments — with this integration, every funnel event triggers the exact downstream CRM task and stage update automatically.
📋
CRM Administrators
You need a clean, reliable customer database with complete historical tracking, but manual data entry introduces duplicate profiles and missing fields into your records — with this integration, structured data flows seamlessly from your funnels into your CRM with guaranteed accuracy.
Our team

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Why choose Integrately to automate Click Funnels + Follow Up Boss

Build and manage your Click Funnels + Follow Up Boss automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Click Funnels + Follow Up Boss with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Click Funnels to Follow Up Boss?
Frequently Asked Questions
You can connect Click Funnels to Follow Up Boss in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking them with tools like Gmail and Stripe.
Can I automatically create a Follow Up Boss contact when a new contact is registered in Click Funnels?
Frequently Asked Questions
Can I connect Click Funnels, Follow Up Boss, and Mailchimp?
Frequently Asked Questions
What is a good Zapier alternative for Click Funnels and Follow Up Boss?
Frequently Asked Questions
How does Click Funnels handle contact data transfer during automation?
Frequently Asked Questions
Can Follow Up Boss deal stages trigger updates in other connected apps?
Frequently Asked Questions
Do I need coding skills to automate Click Funnels and Follow Up Boss?
Frequently Asked Questions
Is the Click Funnels and Follow Up Boss integration free?
Frequently Asked Questions
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