Create Follow Up Boss deal for new Recruit CRM deal
Recruit CRM + Follow Up Boss Integration
Follow Up Boss + Recruit CRM Integration
Integrate Follow Up Boss to Recruit CRM in one click, or tell Integrately AI how you want each lead handled. Match candidates to jobs, update your CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Follow Up Boss Instant- Contact is created in Follow Up Boss Instant
- Tag is added to contact in Follow Up Boss Instant
- Person stage is updated in Follow Up Boss Instant
- Deal is created in Follow Up Boss Instant
- Deal is updated in Follow Up Boss Instant
- Appointment is created in Follow Up Boss Instant
Call log is added in Recruit CRM Instant- Candidate is added in Recruit CRM Instant
- Candidate is updated in Recruit CRM Instant
- Deal is created in Recruit CRM Instant
- Deal is updated in Recruit CRM Instant
- Deal stage is updated in Recruit CRM Instant
- Job is created in Recruit CRM Instant
- Job is updated in Recruit CRM Instant
- Candidate is assigned to a job in Recruit CRM Instant
- Job status is updated in Recruit CRM Instant
- Candidate's hiring stage is updated in Recruit CRM Instant
- Company is updated in Recruit CRM Instant
- Company is added in Recruit CRM Instant
- Note is updated in Recruit CRM Instant
- Note is added in Recruit CRM Instant
- Call log is updated in Recruit CRM Instant
- Contact is created in Recruit CRM Instant
- Contact is updated in Recruit CRM Instant
- Task is added in Recruit CRM Instant
- Task is updated in Recruit CRM Instant
- Meeting is created in Recruit CRM Instant
- Meeting is updated in Recruit CRM Instant
- Candidate applied through job page in Recruit CRM Instant
- Candidate applied through Talent Pool in Recruit CRM Instant
- Candidate is updated from external profile update form in Recruit CRM Instant
- Client feedback is received in Recruit CRM Instant
2.
- Get contact by id in Follow Up Boss
- Add relationship in Follow Up Boss
- Search deal in Follow Up Boss
- Update deal in Follow Up Boss
- Create contact without triggering action plans in Follow Up Boss
- Search contact in Follow Up Boss
- Add tags to a contact in Follow Up Boss
- Update contact without triggering action plans in Follow Up Boss
- Reassign agent in Follow Up Boss
- Change stage of a contact in Follow Up Boss
- Create note in Follow Up Boss
- Create deal in Follow Up Boss
- Create inquiry or website event in Follow Up Boss
- Apply an action plan to a contact in Follow Up Boss
- Create collaborators in Follow Up Boss
- Pause an action plan for a contact in Follow Up Boss
- Create task in Follow Up Boss
- Log call in Follow Up Boss
- Add candidates in Recruit CRM
- Search candidates in Recruit CRM
- Update candidate in Recruit CRM
- Update Candidate Hiring Stage in Recruit CRM
- Add call log in Recruit CRM
- Update call log in Recruit CRM
- Search call logs in Recruit CRM
- Add company in Recruit CRM
- Update company in Recruit CRM
- Search companies in Recruit CRM
- Add job in Recruit CRM
- Update job in Recruit CRM
- Search jobs in Recruit CRM
- Add contact in Recruit CRM
- Update contact in Recruit CRM
- Search contacts in Recruit CRM
- Search deals in Recruit CRM
- Add deal in Recruit CRM
- Update deal in Recruit CRM
- Add task in Recruit CRM
- Update task in Recruit CRM
- Search tasks in Recruit CRM
- Add note in Recruit CRM
- Update note in Recruit CRM
- Search notes in Recruit CRM
- Add meeting in Recruit CRM
- Update meeting in Recruit CRM
- Search Meetings in Recruit CRM
- Assign candidate in Recruit CRM
- Un -assign candidate in Recruit CRM
- Update candidate visibility in Recruit CRM
- Add Hotlist in Recruit CRM
- Add records to hotlist in Recruit CRM
- Update Hotlist in Recruit CRM
- Search hotlists in Recruit CRM
Trusted by experts at...
Ready Workflows for Follow Up Boss + Recruit CRM Integration
Capture leads, organise responses, keep records updated, alert your team, and send follow-ups, all in just one click.
Most popular automations
Create Recruit CRM deal for new Follow Up Boss deal
Follow Up Boss + Recruit CRM Integration
Create Follow Up Boss task for new Recruit CRM deal
Recruit CRM + Follow Up Boss Integration
Create Recruit CRM task for new Follow Up Boss deal
Follow Up Boss + Recruit CRM Integration
Create Follow Up Boss contact for new Recruit CRM contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Recruit CRM - Follow Up Boss integration, anytime a new Recruit CRM contact is created, an Follow Up Boss contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Recruit CRM - Follow Up Boss integration, anytime a new Recruit CRM contact is created, an Follow Up Boss contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Follow Up Boss deal from new Recruit CRM contact
Anytime a new contact is created in your Recruit CRM, a new deal will automatically be created in your Follow Up Boss. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Recruit CRM - Follow Up Boss integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See moreThis Recruit CRM - Follow Up Boss integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Follow Up Boss task for new Recruit CRM contact
In Recruit CRM, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
Create Recruit CRM contact for new Follow Up Boss contact
CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Follow Up Boss - Recruit CRM integration, anytime a new Follow Up Boss contact is created, an Recruit CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
See moreHowever, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this Follow Up Boss - Recruit CRM integration, anytime a new Follow Up Boss contact is created, an Recruit CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Create Recruit CRM deal from new Follow Up Boss contact
Anytime a new contact is created in your Follow Up Boss, a new deal will automatically be created in your Recruit CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.
This Follow Up Boss - Recruit CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
See moreThis Follow Up Boss - Recruit CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
Create Recruit CRM task for new Follow Up Boss contact
In Follow Up Boss, when you create a contact, it automatically creates a task in Recruit CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.
This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
See moreThis makes it easy to stay organized and ensure no important steps are missed when working with a customer.
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Follow Up Boss + Recruit CRM flow
Connect more of your favourite tools to handle scheduling, notifications, and document signing after your core pair finishes. Pick a combination and activate it in one click.
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Calendly (4)
Calendly (4) +
Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Slack (4)
Slack (4) +
DocuSign (3)
DocuSign (3) +
Zoom (3)
Zoom (3) C
F
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Create a Follow Up Boss contact for every new Calendly booking, and add a candidate in Recruit CRM
New Calendly bookings instantly create a contact in Follow Up Boss and add a candidate in Recruit CRM without manual data entry.
C
F
R
Create a Follow Up Boss task when a Calendly meeting is scheduled, and add a task in Recruit CRM
Calendly bookings automatically create follow-up tasks in Follow Up Boss and add corresponding tasks in Recruit CRM.
C
F
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When a Calendly meeting is cancelled, update the Follow Up Boss contact and update the candidate in Recruit CRM
Cancelled Calendly meetings automatically update contact records in Follow Up Boss and update candidate statuses in Recruit CRM.
C
F
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Use Claude to summarise every new Calendly interview, create a note in Follow Up Boss, and add a note in Recruit CRM
Claude summarises new Calendly bookings, adding structured notes to Follow Up Boss and Recruit CRM automatically.
Supported triggers and actions for Follow Up Boss and Recruit CRM
Mix and match to build the exact automation you need
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
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it → Recruit CRM Triggers & Actions
Instant
Call log is added in Recruit CRM
Triggers the automation when call details are modified
Try it → Instant
Candidate is added in Recruit CRM
Triggers the automation when a new candidate is added
Try it → Instant
Candidate is updated in Recruit CRM
Triggers the automation when a candidate profile is updated
Try it → Instant
Deal stage is updated in Recruit CRM
Triggers the automation when a deal stage is updated
Try it → Instant
Candidate is assigned to a job in Recruit CRM
Triggers the automation when a candidate is assigned to a job
Try it → Instant
Job status is updated in Recruit CRM
Triggers the automation when the status of any job changes
Try it → Instant
Candidate's hiring stage is updated in Recruit CRM
Triggers the automation when a candidate's hiring stage is updated
Try it → Instant
Company is added in Recruit CRM
Triggers the automation when a new company is created
Try it → Instant
Call log is updated in Recruit CRM
Triggers the automation when call details are modified
Try it → Instant
Contact is created in Recruit CRM
Triggers the automation when a new contact is created
Try it → Instant
Meeting is created in Recruit CRM
Triggers the automation when a new meeting is scheduled
Try it → Instant
Meeting is updated in Recruit CRM
Triggers the automation when the details of any meeting are updated
Try it → Instant
Candidate applied through job page in Recruit CRM
Triggers the automation when a candidate applies through a job page
Try it → Instant
Candidate applied through Talent Pool in Recruit CRM
Triggers the automation when a candidate applies through a talent pool
Try it → Instant
Candidate is updated from external profile update form in Recruit CRM
Triggers the automation when a candidate's information is updated extrernally
Try it → Instant
Client feedback is received in Recruit CRM
Triggers the automation when client feedback is received
Try it → What can you automate with Follow Up Boss + Recruit CRM?
Streamline candidate management, keep pipeline stages synchronized, and eliminate manual data entry between your favorite tools.
🔄
Sync new contacts and candidates instantly
Automatically create a Recruit CRM candidate whenever a new contact is added in Follow Up Boss, keeping your talent pool up to date without manual exporting.
📋
Capture every submitted custom field
Map custom contact attributes and application responses across both platforms so your database maintains full context for every candidate.
🔔
Notify your hiring team immediately
Send instant alerts to your recruitment channels whenever high-priority leads or candidate stage updates occur in your systems.
🔀
Route candidates based on job role
Evaluate incoming submissions and assign candidates to specific job openings or talent pools depending on their submitted criteria.
🔄
Keep pipeline stages perfectly aligned
Update deal stages and candidate hiring phases automatically across both Follow Up Boss and Recruit CRM as recruitment progresses.
🔍
Prevent duplicate records automatically
Search existing databases before creating new entries so your systems update current candidate records instead of generating duplicates.
✅
Manage status changes and placements
Trigger automated follow-up tasks and update deal records when candidate placements are finalized or offers are accepted.
🔌
Extend your workflow with Slack
Connect Follow Up Boss and Recruit CRM with Slack to broadcast important hiring updates and milestone achievements to your team.
And much more...
Who is Follow Up Boss + Recruit CRM integration for?
Recruiters and real estate professionals managing candidate pipelines and client communications benefit by eliminating manual data entry across their systems.
Recruitment Directors
Talent Acquisition Leads
Agency Recruiters
High-Volume Sourcing Teams
Account Executives
Operations Managers
📈
Recruitment Directors
You report on hiring metrics and pipeline velocity, but your dashboards are always waiting on manual candidate exports, so the row counts you're optimising against are hours behind — with this integration, every new candidate record syncs instantly and your reports stay current.
⚡
Talent Acquisition Leads
You need to act fast when top talent applies, but leads sit trapped in Follow Up Boss until someone remembers to copy them over to Recruit CRM, so qualified candidates find other jobs first — automating both apps means every applicant moves into your ATS immediately.
🤝
Agency Recruiters
You answer to hiring managers who want constant updates on submitted candidates, but tracking status changes across multiple tools leads to missed communications — integrating these apps means client dashboards and internal CRM stages update simultaneously.
🌊
High-Volume Sourcing Teams
The volume of inbound applicant leads is too high for anyone to keep up with by hand, resulting in abandoned profiles and untracked communications — connecting these apps means every submission populates your candidate database without manual effort.
💼
Account Executives
You own the client relationship and depend on recruiters to hand over talent updates, but delayed handoffs stall active deals and frustrate clients — this integration means deal stages and contact records stay perfectly synchronized between platforms.
🗂️
Operations Managers
You need a reliable candidate history across all recruitment platforms, but manual data transfers keep leaving frustrating gaps in your audit logs — automating both apps ensures every note, task, and stage change is recorded without exception.
Did you know?
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Why choose Integrately to automate Follow Up Boss + Recruit CRM
Build and manage your Follow Up Boss + Recruit CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Follow Up Boss + Recruit CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
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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
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
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
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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Frequently Asked Questions
How do I connect Follow Up Boss to Recruit CRM?
You can connect Follow Up Boss to Recruit CRM in 1-click using ready-made automations on Integrately or by asking Integrately AI to build the integration for your team.
Can I automatically sync contacts and candidate stages between Follow Up Boss and Recruit CRM?
Can I connect Follow Up Boss, Recruit CRM, and Slack?
What is a good Zapier alternative for Follow Up Boss and Recruit CRM?
How does Follow Up Boss handle contact updates in this integration?
How are candidate records managed in Recruit CRM during syncing?
Do I need coding skills to automate Follow Up Boss and Recruit CRM?
Is the Follow Up Boss and Recruit CRM integration free?
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