Follow Up Boss + Twilio Integration

Integrate Follow Up Boss to Twilio in one click, or tell Integrately AI how you want each lead handled. Send instant SMS notifications, log calls, update contact stages, and keep communication synced 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
  • Twilio
    Message is received in Twilio Instant
  • Twilio
    SMS is received/sent in Twilio
  • Twilio
    Recording is available in Twilio
  • Twilio
    Call status is changed in Twilio
  • Twilio
    Call is finished in Twilio
  • Twilio
    Phone number is added in Twilio
  • Twilio
    Transcription is available in Twilio
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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
  • Twilio
    Send WhatsApp template message in Twilio
  • Twilio
    Get message medias in Twilio
  • Twilio
    Get message media by id in Twilio
  • Twilio
    Send SMS in Twilio
  • Twilio
    Send WhatsApp message in Twilio
  • Twilio
    Call phone in Twilio
  • Twilio
    Get call details by id in Twilio

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Ready Workflows Ready Workflows for Follow Up Boss + Twilio Integration

Send text messages, notify contacts, log call details, and sync updates, all in just one click.

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

Send Twilio sms for new Follow Up Boss contact

Anytime a new contact is added to your Follow Up Boss, automatically send them a sms through Twilio letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Follow Up Boss - Twilio integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Follow Up Boss + Twilio Integration

Send Twilio sms for new Follow Up Boss deal

Whenever a new deal is created in your Follow Up Boss, you'll want to communicate with your team to make sure everyone is on the same page. Sending Twilio sms ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Follow Up Boss - Twilio integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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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 + Twilio flow

Connect scheduling, email marketing, document signing, and team chat tools to extend your communication workflows. Pick a combination and activate it in one click.

Follow Up Boss
Twilio
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (2)
+
CalendlyCalendly (2)
+
ZapierZapier (2)
+
DocuSignDocuSign (2)
+
SlackSlack (2)
F
T
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When an appointment is created in Follow Up Boss, send an SMS via Twilio and create a Google Calendar event.
New appointments trigger instant client text messages and populate your Google Calendar without manual scheduling.
F
T
G
When a contact is created in Follow Up Boss, call the lead using Twilio and schedule a consultation in Google Calendar.
New leads receive immediate phone outreach while putting a tentative appointment directly on your Google Calendar.
F
T
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When a person stage is updated in Follow Up Boss, send a WhatsApp message via Twilio and update the Google Calendar event.
Pipeline stage changes trigger automated WhatsApp updates and adjust your Google Calendar entries accordingly.

Supported triggers and actions for Follow Up Boss and Twilio

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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Twilio
Twilio Triggers & Actions
Instant
Message is received in Twilio
Triggers the automation when a new message (SMS/MMS) is received
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SMS is received/sent in Twilio
Triggers the automation when a new text message is received/sent
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Recording is available in Twilio
Triggers the automation when a recording is available
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Call status is changed in Twilio
Triggers the automation when call details are modified
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Call is finished in Twilio
Triggers the automation when a call is finished
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Phone number is added in Twilio
Triggers the automation when a phone number is added
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Transcription is available in Twilio
Triggers the automation when a transcription is available
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Send WhatsApp template message in Twilio
Sends a message using a predefined template on WhatsApp
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Get message medias in Twilio
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Get message media by id in Twilio
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Send SMS in Twilio
Sends a text message to particular recipients
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Send WhatsApp message in Twilio
Sends a message via whatsapp
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Call phone in Twilio
Initiates a phone call to a phone number
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Get call details by id in Twilio
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What can you automate with Follow Up Boss + Twilio?

Streamline client communication by connecting your CRM events directly to cloud messaging and calls.

What you can automate?
💬
Trigger SMS outreach from new CRM contacts
Send a Twilio text message automatically the moment a new contact is created in Follow Up Boss. Eliminate manual texting and ensure immediate lead engagement.
📞
Initiate phone calls upon deal creation
Trigger automated phone outreach via Twilio whenever a new deal is opened in Follow Up Boss. Connect with high-value prospects instantly.
🔔
Notify agents when call status changes
Receive instant alerts and update contact records the moment a call finishes or recording data becomes available in Twilio. Keep your team informed.
🔀
Route messages based on contact tags
Send specific WhatsApp templates or SMS messages depending on the tags applied to your Follow Up Boss contacts. Personalize every communication.
🔄
Sync call notes and transcriptions back to CRM
Update contact records automatically in Follow Up Boss with call details and transcripts from Twilio. Keep your client history complete and searchable.
🛡️
Prevent duplicate records during syncs
Search existing database entries before creating new records or logging calls across both platforms. Maintain clean data integrity effortlessly.
📊
Handle later status changes and deal updates
Trigger communication workflows when person stages update or deals are modified in Follow Up Boss. Automate your entire pipeline lifecycle.
🔌
Extend your workflow to Slack or Google Calendar
Connect your core Follow Up Boss and Twilio setup with Slack to notify your team of new messages or schedule calendar events instantly.
And much more...

Who is Follow Up Boss + Twilio integration for?

Real estate agents, sales managers, and operations teams eliminate manual communication bottlenecks and keep client pipelines fully synchronized across platforms.

Performance Marketers
Performance Marketers
Sales Managers
Sales Managers
Client Success Leads
Client Success Leads
Operations Teams
Operations Teams
Account Coordinators
Account Coordinators
Admin Leads
Admin Leads
📈
Performance Marketers
You're running outreach campaigns but your communication logs only update when someone manually exports data, so the conversion metrics you're reviewing are always a few hours behind — with this integration, every message event flows instantly and your data stays current.
Sales Managers
You need your team to respond to urgent inquiries immediately, but leads sit waiting while agents manually copy phone numbers into messaging tools — connecting both apps means every new contact triggers instant automated SMS outreach without delay.
🤝
Client Success Leads
You answer to stakeholders who want immediate visibility into client engagement history, but scattered communication logs leave gaps in your reports — automating both apps means every call and text is logged accurately for review.
🔄
Operations Teams
The volume of inbound leads and text messages is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned inquiries — this integration means every interaction is routed and updated automatically.
📋
Account Coordinators
You own the follow-up stage and depend on upstream CRM updates to know when to text clients, but manual handoffs cause frustrating delays — automating both apps means your tasks generate the moment contact stages change.
🗂️
Admin Leads
You need a reliable history of all client communications, but manual data entry leaves frequent gaps in your CRM records — with this integration, every text message and call status syncs directly into your database.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Follow Up Boss + Twilio

Build and manage your Follow Up Boss + Twilio 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 + Twilio 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
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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 Twilio?
Frequently Asked Questions
You can connect Follow Up Boss to Twilio instantly using 1-click workflows on Integrately. Link your accounts, select a ready template, or ask Integrately AI to build the integration for your team.
Can I send Twilio text messages automatically when a contact is created in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Twilio, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Twilio?
Frequently Asked Questions
How does Follow Up Boss handle contact stage updates in automations?
Frequently Asked Questions
Can Twilio trigger follow-up actions when a call is finished?
Frequently Asked Questions
Do I need coding skills to set up this Follow Up Boss and Twilio integration?
Frequently Asked Questions
Is the Follow Up Boss and Twilio integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Twilio With 1500+ Other Apps

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