Follow Up Boss + Funnel Premium Integration

Integrate Follow Up Boss to Funnel Premium in one click, or tell Integrately AI how you want each contact handled. Create contacts, update form responses, sync orders, and track deal stages automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • 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
  • Funnel Premium
    Form response is created in Funnel Premium Instant
  • Funnel Premium
    Contact is created or updated in Funnel Premium Instant
  • Funnel Premium
    Order is created in Funnel Premium Instant
  • Funnel Premium
    Order is updated in Funnel Premium Instant
  • Funnel Premium
    Product is created in Funnel Premium Instant
  • Funnel Premium
    Product is updated in Funnel Premium Instant
  • Funnel Premium
    Booking is created in Funnel Premium Instant
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2.
  • 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
  • Funnel Premium
    Create member in Funnel Premium
  • Funnel Premium
    Delete member in Funnel Premium
  • Funnel Premium
    Update member in Funnel Premium
  • Funnel Premium
    Search contact in Funnel Premium
  • Funnel Premium
    Delete contact in Funnel Premium
  • Funnel Premium
    Update contact in Funnel Premium
  • Funnel Premium
    Create contact in Funnel Premium
  • Funnel Premium
    Create product in Funnel Premium
  • Funnel Premium
    Update product in Funnel Premium
  • Funnel Premium
    Search product in Funnel Premium
  • Funnel Premium
    Create member group in Funnel Premium
  • Funnel Premium
    Update member group in Funnel Premium
  • Funnel Premium
    Delete member group in Funnel Premium

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Ready Workflows Ready Workflows for Follow Up Boss + Funnel Premium Integration

Capture new contacts, update form responses, sync orders, and manage lead stages, all in just one click.

Most popular automationsmost-popular-automations
Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss deal for new Funnel Premium event

In your business, you may need to track when someone is invited to an event. You can do this by creating a deal in Follow Up Boss.

But manually creating a deal can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an event is created in Funnel Premium, it will trigger a corresponding deal creation in Follow Up Boss.

This makes it easy to keep track of all the interactions that person has with your company. By using deal, you can quickly see what stage of the customer journey they are in, and which steps need to be taken next.
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Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss task for new Funnel Premium event

Creating task in Follow Up Boss is a great way to keep track of task that need to be completed when an event is created in your Funnel Premium account.

With the help of this integration, when an event is created, a task will be automatically created in Follow Up Boss and will include the details of the event (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new event. You can then simply assign the task to someone on your team and they can get started!
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Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss contact for new Funnel Premium 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 Funnel Premium 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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Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss deal for new Funnel Premium contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in Funnel Premium. Just connect your accounts, and every time a new contact is created in Funnel Premium, 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.
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Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss task for new Funnel Premium form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Funnel Premium form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Funnel Premium form submission received today - your customers will thank you for it!
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Funnel Premium + Follow Up Boss Integration

Create Follow Up Boss deal for new Funnel Premium form submission

Integrating your Follow Up Boss with your Funnel Premium, can help you automatically create new deals based on form submissions recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Funnel Premium - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
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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 Follow Up Boss + Funnel Premium flow

Capture leads, sync marketing lists, and alert your sales team the moment data moves between your apps. Pick a combination and activate it in one click.

Follow Up Boss
Funnel Premium
+
Facebook Lead AdsFacebook Lead Ads (3)
+
MailchimpMailchimp (3)
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
CalendlyCalendly (3)
+
DocuSignDocuSign (3)
F
F
F
Add every new Facebook Lead Ads lead to Funnel Premium, and create a contact without triggering action plans in Follow Up Boss.
New Facebook Lead Ads leads land instantly in Funnel Premium and Follow Up Boss without manual data entry.
F
F
F
When a Form response is created in Funnel Premium, update the contact in Follow Up Boss and notify your sales team via Facebook Lead Ads.
Keep Funnel Premium and Follow Up Boss in sync whenever a form submission occurs.
F
F
F
Use ChatGPT to analyse every new Facebook Lead Ads lead, create a Funnel Premium contact, and create a deal in Follow Up Boss.
Qualify incoming leads with AI before adding them to Funnel Premium and Follow Up Boss.

Supported triggers and actions for Follow Up Boss and Funnel Premium

Mix and match to build the exact automation you need

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
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Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
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Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
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Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
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Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
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Instant
Deal is updated in Follow Up Boss
Triggers the automation when a deal is updated
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Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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Search deal in Follow Up Boss
Retrieves and find a deal
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Add relationship in Follow Up Boss
Adds a new relationship.
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Get contact by id in Follow Up Boss
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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
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Add tags to a contact in Follow Up Boss
Adds tags to a contact
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Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
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Reassign agent in Follow Up Boss
Reassigns the task to a different agent
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Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
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Create note in Follow Up Boss
Creates a new note in the particular format
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Create deal in Follow Up Boss
Generates a new deal with
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Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
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Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
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Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
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Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
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Create task in Follow Up Boss
Creates a new task
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Log call in Follow Up Boss
Record and save call details for future reference
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Funnel Premium
Funnel Premium Triggers & Actions
Instant
Form response is created in Funnel Premium
Triggers the automation when a form is filled
Try it →
Instant
Contact is created or updated in Funnel Premium
Triggers the automation when a contact is created or updated
Try it →
Instant
Order is created in Funnel Premium
Triggers the automation when a new order is created
Try it →
Instant
Order is updated in Funnel Premium
Triggers the automation when any order is updated
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Instant
Product is created in Funnel Premium
Triggers the automation when a new product is created
Try it →
Instant
Product is updated in Funnel Premium
Triggers the automation when a product is updated
Try it →
Instant
Booking is created in Funnel Premium
Triggers the automation when a new booking is created
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Create member in Funnel Premium
Adds a new member to the system
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Delete member in Funnel Premium
Removes a member from the system
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Update member in Funnel Premium
Updates a member's information
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Search contact in Funnel Premium
Finds and retrieves contact information
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Delete contact in Funnel Premium
Removes a contact from the address book
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Update contact in Funnel Premium
Updates contact information with new details
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Create contact in Funnel Premium
Adds a new contact to the database
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Create product in Funnel Premium
Generates and launch new products
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Update product in Funnel Premium
Updates product information
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Search product in Funnel Premium
Searches for a product
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Create member group in Funnel Premium
Creates a new group of members
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Update member group in Funnel Premium
Updates the particular member group
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Delete member group in Funnel Premium
Deletes a member group
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What can you automate with Follow Up Boss + Funnel Premium?

Streamline your entire sales pipeline by syncing contacts, tracking orders, and managing lead stages automatically between Follow Up Boss and Funnel Premium.

What you can automate?
🔄
Sync contacts instantly across systems
Create a contact in Funnel Premium the moment a new contact is created in Follow Up Boss. Eliminate manual copy-pasting and keep your client databases aligned.
📝
Capture every submitted form response
Map all form fields and submission details directly into your CRM records. Ensure no customer details or custom answers are left behind during data transfer.
🔔
Alert your team the moment leads arrive
Send instant notifications to your sales reps whenever a new lead or booking is registered. Ensure rapid response times for high-value prospects.
🔀
Route records based on submitted criteria
Apply conditional logic to direct leads to specific agents or trigger different follow-up actions depending on the data submitted in your funnels.
🔄
Keep deal stages and contacts updated
Automatically update contact information and deal stages across both platforms as customer interactions progress through your pipeline.
🛡️
Prevent duplicate records automatically
Search for existing contacts before creating new entries to keep your database clean and organized without manual deduplication work.
💳
Manage orders and status changes
Trigger automated CRM updates and member creations whenever orders or bookings are created or updated in your sales funnels.
🔌
Extend workflows with Facebook Lead Ads
Capture leads from Facebook Lead Ads and automatically push them into your core Follow Up Boss and Funnel Premium automation pipeline.
And much more...

Who is Follow Up Boss + Funnel Premium integration for?

Real estate agents, sales teams, and marketers streamline lead management and client follow-ups by connecting their CRM and sales funnels without manual data entry.

Performance marketers
Performance marketers
Real estate sales reps
Real estate sales reps
Client success managers
Client success managers
Lead generation specialists
Lead generation specialists
Sales operations leads
Sales operations leads
CRM administrators
CRM administrators
📈
Performance marketers
You're running ad campaigns and tracking funnel conversions, but your reports only update when someone manually exports records, so the metrics you review are always outdated — with this integration, every submission lands in your system instantly and your numbers stay current.
Real estate sales reps
New buyer inquiries arrive throughout the day, but by the time you spot them in your inbox and copy them over, another agent has already reached out — automating both apps means every lead appears in your CRM immediately so you can act first.
🤝
Client success managers
You answer to stakeholders who want live progress reports on pipeline movement, but your data is scattered across separate tools — connecting these apps means every contact and deal stays updated automatically without manual spreadsheet updates.
🔄
Lead generation specialists
Your landing pages pull in hundreds of form responses daily, making it impossible for your team to keep up with manual data entry — this integration means every submission flows straight into your workflow without dropping a single lead.
📋
Sales operations leads
You depend on inbound submissions being properly formatted before reps can start outreach, but manual handovers introduce costly delays — automating both apps means contact records are created and assigned the moment data is received.
🗂️
CRM administrators
Your client database keeps developing missing records and mismatched contact histories due to manual entry errors — this integration means every interaction and order is logged reliably with complete accuracy.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Follow Up Boss + Funnel Premium

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

1,500+ apps connected
1,500+ apps connected
Connect Follow Up Boss + Funnel Premium 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
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Follow Up Boss to Funnel Premium?
Frequently Asked Questions
You can connect Follow Up Boss to Funnel Premium in one click using pre-built templates or ask Integrately AI to build the integration. You can also connect apps like Facebook Lead Ads, Mailchimp, and Gmail to extend your workflow.
Can I automatically sync new contacts from Funnel Premium into Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Funnel Premium, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Funnel Premium?
Frequently Asked Questions
How does Follow Up Boss handle contact and deal updates in this integration?
Frequently Asked Questions
Can I update Funnel Premium members when orders or form responses occur?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Funnel Premium?
Frequently Asked Questions
Is the Follow Up Boss and Funnel Premium integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Funnel Premium With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss to CRMs, email marketing tools, and messaging platforms to manage and nurture your real estate leads.
Funnel Premium
Popular Funnel Premium Integrations
Sync Funnel Premium with accounting, project management, and reporting software to keep your sales data flowing across your entire tech stack.