Bigin by Zoho CRM + Follow Up Boss Integration

Integrate Bigin by Zoho CRM to Follow Up Boss in one click, or tell Integrately AI how you want each contact handled. Sync records, update pipelines, alert your team, and trigger follow-ups automatically.

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1.
  • Bigin by Zoho CRM
    Contact is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Company is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Contact is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is updated in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Deal is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Task is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Event is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Call is created in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Product is created in Bigin by Zoho CRM
  • 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
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2.
  • Bigin by Zoho CRM
    Create deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company by field in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update contact in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    List contact deals by contact id in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search deal by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update company in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get company by ID in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update task in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create call in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search event in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Update product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Search product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Create product in Bigin by Zoho CRM
  • Bigin by Zoho CRM
    Get contact by ID in Bigin by Zoho CRM
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update 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

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Ready Workflows Ready Workflows for Bigin by Zoho CRM + Follow Up Boss Integration

Capture leads, synchronise contacts, update pipelines, alert your team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Bigin by Zoho CRM + Follow Up Boss Integration

Create Follow Up Boss deal from new Bigin by Zoho CRM contact

Anytime a new contact is created in your Bigin by Zoho 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 Bigin by Zoho 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.
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Bigin by Zoho CRM + Follow Up Boss Integration

Create Follow Up Boss task for new Bigin by Zoho CRM contact

In Bigin by Zoho 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.
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Follow Up Boss + Bigin by Zoho CRM Integration

Create Bigin by Zoho CRM task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in Bigin by Zoho 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 more
Bigin by Zoho CRM + Follow Up Boss Integration

Create Follow Up Boss contact for new Bigin by Zoho 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 Bigin by Zoho CRM - Follow Up Boss integration, anytime a new Bigin by Zoho 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.
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Follow Up Boss + Bigin by Zoho CRM Integration

Create Bigin by Zoho 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 - Bigin by Zoho CRM integration, anytime a new Follow Up Boss contact is created, an Bigin by Zoho 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.
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Connect more apps to your Bigin by Zoho CRM + Follow Up Boss flow

Extend your CRM and client management setup with calendar, email, scheduling, and messaging tools. Pick a combination and activate it in one click.

Bigin by Zoho CRM
Follow Up Boss
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Google CalendarGoogle Calendar (3)
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MailchimpMailchimp (3)
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CalendlyCalendly (3)
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GmailGmail (3)
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TwilioTwilio (3)
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SlackSlack (3)
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Add every new Bigin by Zoho CRM contact to Google Calendar, and update Follow Up Boss
New Bigin by Zoho CRM contacts appear as Google Calendar events instantly while updating Follow Up Boss, keeping your schedule and CRM perfectly aligned.
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When an appointment is created in Follow Up Boss, update Bigin by Zoho CRM and schedule Google Calendar
Follow Up Boss appointments update Bigin by Zoho CRM records and create Google Calendar events immediately, so your entire team stays informed.
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When a deal is updated in Bigin by Zoho CRM, update Google Calendar and Follow Up Boss
Updated Bigin by Zoho CRM deals refresh Google Calendar events and modify Follow Up Boss records without manual intervention.

Supported triggers and actions for Bigin by Zoho CRM and Follow Up Boss

Mix and match to build the exact automation you need

Bigin by Zoho CRM
Bigin by Zoho CRM Triggers & Actions
Contact is created in Bigin by Zoho CRM
Triggers the automation when a new contact is created
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Company is created in Bigin by Zoho CRM
Triggers the automation when a new company is created
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Company is updated in Bigin by Zoho CRM
Triggers the automation when a company is updated
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Contact is updated in Bigin by Zoho CRM
Triggers the automation when a contact is updated
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Deal is updated in Bigin by Zoho CRM
Triggers the automation when a deal is updated
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Deal is created in Bigin by Zoho CRM
Triggers the automation when a deal is created
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Task is created in Bigin by Zoho CRM
Triggers the automation when a new task is created
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Event is created in Bigin by Zoho CRM
Triggers the automation when a new event is created
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Call is created in Bigin by Zoho CRM
Triggers the automation when a new call is made
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Product is created in Bigin by Zoho CRM
Triggers the automation when a new product is created
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Create deal in Bigin by Zoho CRM
Generates a new deal with
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Search company by field in Bigin by Zoho CRM
Finds information about a company
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Search contact in Bigin by Zoho CRM
Finds and retrieves contact information
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Create contact in Bigin by Zoho CRM
Adds a new contact to the database
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Update contact in Bigin by Zoho CRM
Updates contact information with new details
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List contact deals by contact id in Bigin by Zoho CRM
Lists all deals associated with a contact by contact id
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Update deal in Bigin by Zoho CRM
Updates deal information based on new criteria or changes
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Search deal in Bigin by Zoho CRM
Retrieves and find a deal
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Search deal by ID in Bigin by Zoho CRM
Searches for a deal by its unique id
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Create company in Bigin by Zoho CRM
Generates a new company profile with given details
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Search company in Bigin by Zoho CRM
Finds information about a company
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Update company in Bigin by Zoho CRM
Updates company information
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Get company by ID in Bigin by Zoho CRM
Retrieves a company's details using its id
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Create task in Bigin by Zoho CRM
Creates a new task
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Search task in Bigin by Zoho CRM
Searches for a task
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Update task in Bigin by Zoho CRM
Updates the task with new information or changes
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Create call in Bigin by Zoho CRM
Initiates a call to the recipient
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Create event in Bigin by Zoho CRM
Adds a new contact to the contact list
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Update event in Bigin by Zoho CRM
Updates event details with the latest information
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Search event in Bigin by Zoho CRM
Conduct a search for events based on particular criteria
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Update product in Bigin by Zoho CRM
Updates product information
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Search product in Bigin by Zoho CRM
Searches for a product
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Create product in Bigin by Zoho CRM
Generates and launch new products
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Get contact by ID in Bigin by Zoho CRM
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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
Try it →
Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
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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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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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What can you automate with Bigin by Zoho CRM + Follow Up Boss?

Streamline your sales pipeline and client management with automated data flow between your CRM and real estate platform.

What you can automate?
🔄
Synchronise contacts between your CRM and client platform
Create a Follow Up Boss record automatically whenever a new contact is created in Bigin by Zoho CRM. Manual data entry is completely removed from your daily pipeline management.
📊
Capture every submitted field without manual entry
Map names, contact numbers, and custom pipeline fields accurately between Bigin by Zoho CRM and Follow Up Boss. Your records remain complete and ready for team review.
🔔
Notify your team instantly when leads arrive
Send instant Slack alerts or email notifications whenever a new deal or contact is created. Your sales reps can respond to urgent inquiries without delay.
🔀
Route records based on submitted criteria
Trigger different actions depending on contact tags or deal stages submitted in Bigin by Zoho CRM. High-priority leads receive immediate attention in Follow Up Boss.
✏️
Keep pipeline stages updated in real time
Modify deal stages and contact records across both platforms as work progresses. Your team always sees the most accurate status for every client.
🔍
Prevent duplicate records with smart search
Search existing contacts and companies before creating new entries. This prevents clutter and keeps your database clean across both applications.
⏱️
Handle stage changes and milestone updates
Update deals and trigger follow-up actions when a contact stage changes. Ensure long-term client nurturing continues without manual oversight.
🔗
Extend your workflow to messaging and email tools
Connect Slack, Gmail, or Twilio to your core pair to send automated texts, emails, or channel notifications the moment a CRM record changes.
And much more...

Who is Bigin by Zoho CRM + Follow Up Boss integration for?

Sales managers, real estate agents, and operations teams managing client pipelines rely on this integration to eliminate manual data entry and keep records aligned.

Sales Managers
Sales Managers
Real Estate Agents
Real Estate Agents
Account Executives
Account Executives
Support Representatives
Support Representatives
Sales Development Reps
Sales Development Reps
CRM Administrators
CRM Administrators
📈
Sales Managers
You review pipeline reports to track team performance but your CRM records only update when someone manually exports contacts, so the metrics you rely on are always hours behind — this integration means every new contact lands instantly and your dashboard stays current.
Real Estate Agents
You need to engage incoming leads immediately but client details take time to transfer between your systems, so prospects wait too long for a response — automating both apps means every new submission triggers instant follow-ups and keeps your pipeline active.
🤝
Account Executives
You manage active client deals and need your scheduling and CRM records to match, but manual updating leads to missed meeting notes — connecting these apps means every appointment and deal status syncs automatically without extra administrative work.
📋
Support Representatives
You handle high volumes of client inquiries across multiple platforms and struggle to keep customer history up to date, so details get lost between handoffs — this integration means every interaction is recorded accurately across both tools.
🎯
Sales Development Reps
You depend on inbound lead handoffs to start outreach, but delays in data transfer mean you contact prospects after they have gone cold — automating both apps means new leads appear in your workspace the moment they are created.
🗂️
CRM Administrators
You maintain database accuracy across sales and client management tools, but manual entry introduces constant formatting errors and missing fields — this integration means contact records transfer cleanly and your database history stays reliable.
Our team

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Why choose Integrately to automate Bigin by Zoho CRM + Follow Up Boss

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

1,500+ apps connected
1,500+ apps connected
Connect Bigin by Zoho CRM + Follow Up Boss 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 Bigin by Zoho CRM to Follow Up Boss?
Frequently Asked Questions
You can connect Bigin by Zoho CRM to Follow Up Boss in 1 click using Integrately. Choose from ready-made templates or ask Integrately AI to build custom multi-step automations connecting apps like Slack, Gmail, and Google Calendar.
Can I automatically sync contacts and deals between Bigin by Zoho CRM and Follow Up Boss?
Frequently Asked Questions
Can I connect Bigin by Zoho CRM, Follow Up Boss, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Bigin by Zoho CRM and Follow Up Boss?
Frequently Asked Questions
How are contacts and deals handled when created in Bigin by Zoho CRM?
Frequently Asked Questions
Can Follow Up Boss triggers update Bigin by Zoho CRM records?
Frequently Asked Questions
Do I need coding skills to automate Bigin by Zoho CRM and Follow Up Boss?
Frequently Asked Questions
Is the Bigin by Zoho CRM and Follow Up Boss integration free?
Frequently Asked Questions
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You Can Also Connect Bigin by Zoho CRM or Follow Up Boss With 1500+ Other Apps

Bigin by Zoho CRM
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Follow Up Boss
Popular Follow Up Boss Integrations
Sync Follow Up Boss with communication, scheduling, and project tools to keep your client interactions organised.