Follow Up Boss + Asana Integration

Integrate Asana to Follow Up Boss in one click, or tell Integrately AI how you want each task handled. Add new contacts, log details, update your CRM, and trigger follow-ups automatically.

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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
  • Asana
    Tag is added to task in Asana
  • Asana
    Task is created in Asana
  • Asana
    Task is created in project in Asana
  • Asana
    Task is completed in Asana
  • Asana
    Task is updated in project in Asana
  • Asana
    Subtask is added in Asana
  • Asana
    Task is updated in Asana
  • Asana
    Project is created in Asana
  • Asana
    Stories is added on task in Asana
  • Asana
    Team is created in Asana
  • Asana
    Tag is created in Asana
  • Asana
    User is created in Asana
  • Asana
    Workspace/Organization is created in Asana
  • Asana
    Particular task field is updated in Asana Instant
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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
  • Asana
    Create task in Asana
  • Asana
    Update task in Asana
  • Asana
    Search task in Asana
  • Asana
    Get Task by ID in Asana
  • Asana
    Duplicate a task in Asana
  • Asana
    Search task in project in Asana
  • Asana
    Add comment to task in Asana
  • Asana
    Create subtask in Asana
  • Asana
    Add task to section of project in Asana
  • Asana
    Add task to project in Asana
  • Asana
    Add tag to task in Asana
  • Asana
    Remove project from task in Asana
  • Asana
    Add user to team in Asana
  • Asana
    Create project section in Asana
  • Asana
    Remove user from team in Asana
  • Asana
    Update project in Asana
  • Asana
    Move project section in Asana
  • Asana
    Create project status in Asana
  • Asana
    Update tag in Asana
  • Asana
    Set task dependencies in Asana
  • Asana
    Set task dependents in Asana
  • Asana
    Add followers to task in Asana
  • Asana
    Set the parent of task in Asana
  • Asana
    Attach file in Asana
  • Asana
    Search project in Asana
  • Asana
    Duplicate a project in Asana
  • Asana
    Create project from template in Asana
  • Asana
    Search user in Asana
  • Asana
    Create tag in Asana
  • Asana
    Search tag in Asana
  • Asana
    Create a time tracking entry for task in Asana
  • Asana
    Create a story in Asana
  • Asana
    Get task comments by task Id in Asana
  • Asana
    Get attachment by ID in Asana

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Ready Workflows Ready Workflows for Asana + Follow Up Boss Integration

Capture leads, create tasks, update CRM records, alert your team, and send follow-ups, all in just one click.

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

Create Asana task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Asana to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Asana, creating task in Asana is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Asana to keep your team up-to-date.
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Follow Up Boss + Asana Integration

Create Asana task for new Follow Up Boss contact

Follow Up Boss and Asana are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in Asana? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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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 Asana + Follow Up Boss flow

Sync your core project and CRM data with calendar scheduling, email marketing, client signatures, and team notifications. Pick a combination and activate it in one click.

Follow Up Boss
Asana
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
ZillowZillow (4)
+
DocuSignDocuSign (4)
+
SlackSlack (4)
F
A
G
Create an Asana task and schedule a Google Calendar event for every new Follow Up Boss contact.
New Follow Up Boss contacts automatically generate an Asana task and a scheduled Google Calendar event, eliminating manual scheduling.
A
F
G
When an Asana task is completed, update the Follow Up Boss contact and add a follow-up event in Google Calendar.
Completed Asana tasks update your Follow Up Boss contacts and schedule Google Calendar reminders instantly.
F
A
G
If a new Follow Up Boss deal is created, create an Asana project and add a kickoff meeting in Google Calendar.
New deals in Follow Up Boss instantly spin up project boards in Asana and book kickoff calls in Google Calendar.
A
F
G
Create a Follow Up Boss contact when an Asana task is created, and schedule a welcome call in Google Calendar.
Asana task creation triggers a new Follow Up Boss contact and a scheduled Google Calendar welcoming session.

Supported triggers and actions for Follow Up Boss and Asana

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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Asana
Asana Triggers & Actions
Tag is added to task in Asana
Triggers the automation when a tag is added
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Task is created in Asana
Triggers the automation when a new task is created
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Task is created in project in Asana
Triggers the automation when a new task is created in a project
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Task is completed in Asana
Triggers the automation when any task is completed
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Task is updated in project in Asana
Triggers the automation when a task is updated in the project
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Subtask is added in Asana
Triggers the automation when a subtask is added
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Task is updated in Asana
Triggers the automation when any task is updated
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Project is created in Asana
Triggers the automation when a new project is created
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Stories is added on task in Asana
Triggers the automation when a story is added to a task
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Team is created in Asana
Triggers the automation when a new team is created
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Tag is created in Asana
Triggers the automation when a tag is added
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User is created in Asana
Triggers the automation when a new user is created
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Workspace/Organization is created in Asana
Triggers the automation when a new workspace or organization is created
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Instant
Particular task field is updated in Asana
Triggers the automation when a task field is updated
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Create task in Asana
Creates a new task
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Update task in Asana
Updates the task with new information or changes
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Search task in Asana
Searches for a task
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Get Task by ID in Asana
Retrieves a task using its id
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Duplicate a task in Asana
Duplicates a task with the same details and assignments
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Search task in project in Asana
Searches for a task in a project
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Add comment to task in Asana
Adds a comment to a task
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Create subtask in Asana
Creates a subtask within a parent task
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Add task to section of project in Asana
Adds a new task to a section within a particular project
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Add task to project in Asana
Adds a task to a project
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Add tag to task in Asana
Adds a tag to a task based on particular criteria
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Remove project from task in Asana
Disassociates a project from a task
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Add user to team in Asana
Adds a user to a designated team
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Create project section in Asana
Generates a new section for projects
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Remove user from team in Asana
Removes a user from a particular team
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Update project in Asana
Updates project information
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Move project section in Asana
Reorganize project sections to new locations within the project
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Create project status in Asana
Generates and updates project status reports
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Update tag in Asana
Updates tags for particular items within a database
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Set task dependencies in Asana
Sets task dependencies
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Set task dependents in Asana
Sets task dependents
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Add followers to task in Asana
Assigns followers to a task for collaborative tracking and updates
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Set the parent of task in Asana
Sets the parent of a task
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Attach file in Asana
Uploads and save the selected file to a task
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Search project in Asana
Searches for a project
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Duplicate a project in Asana
Creates a copy of a project
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Create project from template in Asana
Generates a new project based on a pre-defined template
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Search user in Asana
Searches for a user
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Create tag in Asana
Generates a new tag
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Search tag in Asana
Searches for a tag
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Create a time tracking entry for task in Asana
Logs a new time tracking entry for a task
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Create a story in Asana
Generates a unique story based on user input
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Get task comments by task Id in Asana
Retrieve all comments associated with a task based on its task id
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Get attachment by ID in Asana
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What can you automate with Asana + Follow Up Boss?

Connect your project management and real estate CRM to automate lead intake, task creation, pipeline updates, and team notifications.

What you can automate?
🔄
Sync Follow Up Boss contacts to Asana tasks automatically
Every new contact created in Follow Up Boss instantly generates a corresponding task in Asana, eliminating manual data entry between your CRM and project boards.
📝
Capture every submitted contact field and custom note
Map available Follow Up Boss contact details and inquiry notes directly into Asana task descriptions instead of just names and emails, making your project boards more useful.
🔔
Alert your team the moment a lead arrives
Send instant notifications to your sales channel or project team whenever a new contact is created or updated across your connected applications.
🔀
Route tasks differently based on submitted contact stages
Trigger specific Asana workflows or assign different priority tags depending on whether a Follow Up Boss contact is marked as a hot lead or standard inquiry.
🔄
Keep Asana project boards updated as CRM stages change
Automatically update task statuses in Asana whenever a contact stage or deal status changes in Follow Up Boss, ensuring your team always works on current priorities.
🛡️
Add or update records without creating duplicates
Search existing project tasks and CRM contacts before creating new entries, keeping your databases clean and organized across both applications.
⏱️
Handle later status changes like completed tasks or closed deals
Trigger automated follow-up actions and update contact stages when an Asana task is marked complete or a Follow Up Boss deal is won.
💬
Extend your workflow with Slack team notifications
Connect Asana and Follow Up Boss with Slack to announce new leads, broadcast milestone completions, and keep your entire team in sync.
And much more...

Who is Asana + Follow Up Boss integration for?

Real estate teams and project managers eliminate duplicate data entry between their CRM and task boards, keeping pipelines and project milestones perfectly aligned.

Operations directors
Operations directors
Sales managers
Sales managers
Account coordinators
Account coordinators
Real estate team leads
Real estate team leads
Project coordinators
Project coordinators
CRM administrators
CRM administrators
📈
Operations directors
You're reviewing CRM pipelines against project boards but your tracking tasks only update when someone manually moves records, so the metrics you're reporting on are always outdated — connecting these apps means every stage change updates your task boards instantly and your pipeline numbers stay accurate.
⚡
Sales managers
You need agents to act on new inquiries immediately, but lead notifications arrive late because team members have to copy details between systems by hand — automating both apps means every new contact generates an instant task and your team responds without delay.
🤝
Account coordinators
You answer to clients who expect immediate progress updates while your team manages tasks in separate project boards, causing communication gaps — automating both apps means client status changes update project workflows automatically and stakeholders stay informed.
📊
Real estate team leads
The volume of inbound portal leads is too high for anyone to keep CRM records and project boards updated manually, leading to missed follow-ups — integrating these apps means every contact automatically populates your CRM and task tracker without manual effort.
📋
Project coordinators
You own the task execution phase and depend on sales reps to hand over client details correctly, but crucial notes get lost in transit — automating both apps means contact details flow straight into your project board the moment a deal progresses.
🗂️
CRM administrators
You need a reliable audit trail of client interactions and task completions, but you keep finding gaps caused by manual data entry errors — automating both apps means every stage update and task is recorded accurately across your entire system.
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Why choose Integrately to automate Follow Up Boss + Asana

Build and manage your Follow Up Boss + Asana 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 + Asana 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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2,000 Tasks
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Frequently Asked Questions

How do I connect Asana to Follow Up Boss?
Frequently Asked Questions
You can connect Asana to Follow Up Boss in 1 click using ready-made templates on Integrately, or ask Integrately AI to build the automation for you. It takes just minutes to link your accounts along with Slack, Gmail, and Google Calendar.
Can I automatically create Asana tasks when new Follow Up Boss contacts are added?
Frequently Asked Questions
Can I connect Asana, Follow Up Boss, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Asana and Follow Up Boss?
Frequently Asked Questions
How does Asana handle task data during integration?
Frequently Asked Questions
Can Follow Up Boss stage updates trigger actions in Asana?
Frequently Asked Questions
Do I need coding skills to automate Asana and Follow Up Boss?
Frequently Asked Questions
Is the Asana and Follow Up Boss integration free?
Frequently Asked Questions
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