Follow Up Boss + Instamojo Integration

Integrate Follow Up Boss to Instamojo in one click, or tell Integrately AI how you want each payment handled. Capture payment details, update your CRM records, alert your team, and trigger follow-up tasks 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
  • Instamojo
    Payment is added in Instamojo
  • Instamojo
    Payment request is added in Instamojo
  • Instamojo
    Refund is issued in Instamojo
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2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update deal 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

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Ready Workflows Ready Workflows for Follow Up Boss + Instamojo Integration

Track payments, create contacts, update deals, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Instamojo + Follow Up Boss Integration

Create Follow Up Boss contact from new Instamojo payment

If you've been using Instamojo to power your online payments, you'll be happy to know that integration with Follow Up Boss will make it even easier for you to keep track of your payments and contact.

With this integration, when a payment is added in Instamojo, a contact will automatically be created in Follow Up Boss. This makes it easy to keep track of your payments and contact data all in one place.

So if you're already using Instamojo and Follow Up Boss, be sure to check it out!
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Instamojo + Follow Up Boss Integration

Create Follow Up Boss deal from new Instamojo payment

If you use Instamojo to process payments, you can now use this integration to create deal in Follow Up Boss right from the payment screen.

This will save you time by automatically creating a deal for each payment made through Instamojo. Plus, it's a great way to keep track of your sales activity and remind yourself of any payment deadlines.
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Instamojo + Follow Up Boss Integration

Create Follow Up Boss task for new Instamojo payment

If you're using Instamojo to process your payments, you can easily create task in Follow Up Boss for each payment. This will help you keep track of what needs to be done with each payment and ensure that everything is completed in a timely manner.

Creating a task for each payment will also allow you to more easily track your payments and budget. To get started, simply click activate and connect your Instamojo and Follow Up Boss accounts, and we'll take care of the rest!
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Connect more apps to your Follow Up Boss + Instamojo flow

Send payment details to your calendar, email campaigns, financial logs, spreadsheets, scheduling tools, or team chat the moment a transaction occurs. Pick a combination and activate it in one click.

Follow Up Boss
Instamojo
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google SheetsGoogle Sheets (4)
+
CalendlyCalendly (4)
+
WhatsAppWhatsApp (4)
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When a payment is added in Instamojo, create a Google Calendar event and add a contact in Follow Up Boss
New Instamojo payments instantly schedule a Google Calendar event and create a contact in Follow Up Boss so your schedule and CRM stay fully aligned.
I
G
F
When a refund is issued in Instamojo, update your Google Calendar schedule and log a note in Follow Up Boss
Refunds processed in Instamojo automatically update your Google Calendar and add a note in Follow Up Boss for complete tracking.
I
G
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If an Instamojo payment request is added, schedule a Google Calendar follow-up and create a Follow Up Boss deal
New payment requests in Instamojo trigger a Google Calendar follow-up slot and open a deal in Follow Up Boss.
I
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When a payment is added in Instamojo, update Google Calendar and apply an action plan in Follow Up Boss
Instamojo payments update your Google Calendar and instantly trigger an action plan in Follow Up Boss.

Supported triggers and actions for Follow Up Boss and Instamojo

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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Get contact by id in Follow Up Boss
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Add relationship in Follow Up Boss
Adds a new relationship.
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Search deal in Follow Up Boss
Retrieves and find a deal
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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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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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Instamojo
Instamojo Triggers & Actions
Payment is added in Instamojo
Triggers the automation when a new payment is added
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Payment request is added in Instamojo
Triggers the automation when a payment request is created
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Refund is issued in Instamojo
Triggers the automation when a refund is issued
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No action is available

What can you automate with Follow Up Boss + Instamojo?

Streamline your sales and payment workflows by connecting Instamojo transactions directly to your Follow Up Boss CRM.

What you can automate?
đŸ’ŗ
Create CRM contacts from new payments
Capture customer details from every Instamojo payment and automatically generate a new contact profile in Follow Up Boss without manual entry. Your sales team can begin outreach immediately.
📋
Capture every submitted payment field
Map all available Instamojo transaction data into dedicated Follow Up Boss fields instead of just basic names. Your CRM records become a comprehensive source for review and follow-up.
🔔
Alert your team instantly on new sales
Notify your sales channel the moment a payment clears in Instamojo so agents can celebrate wins and coordinate follow-up tasks right away.
🔀
Route transactions based on custom rules
Send high-value payments to senior agents and standard transactions to junior reps by setting up conditional branching based on your submitted payment amounts.
🔄
Keep CRM deals updated as payments change
Automatically update deal stages in Follow Up Boss whenever payment statuses shift in Instamojo, keeping your sales pipeline accurate at all times.
🔍
Search and update existing records
Search for existing contacts before creating new entries, updating their profile information with new payment details to prevent duplicate records.
â†Šī¸
Handle refunds and cancellations automatically
Trigger automated notes and deal stage updates in Follow Up Boss the moment a refund is issued in Instamojo, maintaining accurate financial histories.
📅
Extend your sales flow to Google Calendar
Connect your core pair with Google Calendar to schedule onboarding meetings automatically whenever a customer completes an Instamojo payment.
And much more...

Who is Follow Up Boss + Instamojo integration for?

Connecting Follow Up Boss and Instamojo helps sales and finance teams eliminate manual data entry, ensuring seamless customer tracking and faster follow-ups.

Sales Operations Managers
Sales Operations Managers
Real Estate Agents
Real Estate Agents
Client Success Directors
Client Success Directors
High-Volume Sales Teams
High-Volume Sales Teams
Account Executives
Account Executives
Finance Coordinators
Finance Coordinators
📈
Sales Operations Managers
You're reviewing pipeline reports but your CRM data only updates when someone manually exports transactions, so the metrics you're reporting against are always a few hours behind — with this integration, every payment lands in your CRM instantly and your metrics stay current.
⚡
Real Estate Agents
You need to act fast when a client pays a booking fee, but you find out too late because payment notifications sit in a separate gateway tab — automating both apps means every transaction triggers immediate contact creation so you can begin outreach right away.
🤝
Client Success Directors
You answer to stakeholders who want to see real-time payment and onboarding progress, but compiling gateway receipts by hand leads to reporting delays — this integration means every transaction is logged automatically and your dashboards reflect accurate progress.
🚀
High-Volume Sales Teams
The transaction volume is too high for anyone to keep up by hand, leading to missed client records and frustrated prospects — connecting these apps means every payment creates a CRM profile instantly so your team handles high volume without breaking a sweat.
🔄
Account Executives
You own the client onboarding step and depend on someone upstream to hand over payment details, causing friction and delayed follow-ups — with this integration, customer payment details flow straight into your CRM so you can start onboarding without waiting.
📋
Finance Coordinators
You need a reliable transaction history and keep finding gaps between your payment gateway and your CRM records — automating both apps means every payment and refund is recorded accurately and your audit history remains complete.
Our team

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Why choose Integrately to automate Follow Up Boss + Instamojo

Build and manage your Follow Up Boss + Instamojo 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 + Instamojo 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.
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How Integrately Works?

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Frequently Asked Questions

How do I connect Follow Up Boss to Instamojo?
Frequently Asked Questions
You can connect Follow Up Boss to Instamojo in 1 click using ready-made templates on Integrately, or use Integrately AI to build custom workflows.
Can I automatically create a Follow Up Boss contact when an Instamojo payment is added?
Frequently Asked Questions
Can I connect Follow Up Boss, Instamojo, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Instamojo?
Frequently Asked Questions
How does Follow Up Boss handle contact creation from payment gateways?
Frequently Asked Questions
Can Instamojo trigger updates for deal stages in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Instamojo?
Frequently Asked Questions
Is the Follow Up Boss and Instamojo integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Instamojo With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss to customer relationship tools, lead forms, and communication platforms to manage and follow up on your pipeline.
Instamojo
Popular Instamojo Integrations
Sync Instamojo with accounting, invoicing, and reporting tools to keep financial data working across your stack.
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Instamojo Integrations arrow right
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