Follow Up Boss + Circle Integration

Integrate Circle to Follow Up Boss in one click, or tell Integrately AI how you want each member handled. Create contacts, assign action plans, log interactions, and keep your CRM updated 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
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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
  • Circle
    Invite a member in Circle
  • Circle
    Add member to space group in Circle
  • Circle
    Add member to space in Circle
  • Circle
    Remove member from space in Circle
  • Circle
    Remove member from your community in Circle
  • Circle
    Remover member from space group in Circle
  • Circle
    Get member by id in Circle
  • Circle
    Create a post in Circle
  • Circle
    Tag a community member in Circle
  • Circle
    Create event in Circle
  • Circle
    Send direct message in Circle
  • Circle
    Search Member in Circle
  • Circle
    Untag community member in Circle
  • Circle
    Update member in Circle
  • Circle
    RSVP member to event in Circle
  • Circle
    Start group chat in Circle
  • Circle
    Update event in Circle
  • Circle
    Remove member from event in Circle
  • Circle
    Search member has a specific member tag assigned in Circle
  • Circle
    Search member of space group in Circle
  • Circle
    Create comment in Circle

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Ready Workflows Ready Workflows for Circle + Follow Up Boss Integration

Capture community members, create CRM contacts, organise responses, update deals, and trigger follow-ups, all in just one click.

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

Create Circle 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 - Circle integration, anytime a new Follow Up Boss contact is created, an Circle 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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Got a different task in mind? Describe it

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Connect more apps to your Circle + Follow Up Boss flow

Sync your community and CRM data with email marketing, calendars, forms, payments, and team chat. Pick a combination and activate it in one click.

Follow Up Boss
Circle
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Google CalendarGoogle Calendar (5)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
+
TypeformTypeform (4)
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StripeStripe (4)
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SlackSlack (4)
C
F
G
Add every new Circle member to Follow Up Boss, and schedule an onboarding call in Google Calendar.
New Circle members appear in Follow Up Boss as contacts instantly while Google Calendar schedules their onboarding call, eliminating manual data entry.
F
C
G
When a Follow Up Boss appointment is created, invite the member in Circle, and add the event to Google Calendar.
Follow Up Boss appointments automatically invite the corresponding member in Circle and log the event in Google Calendar.
C
F
G
When a trial subscription is created in Circle, add a Follow Up Boss contact and schedule a check-in on Google Calendar.
Trial subscribers in Circle immediately receive a Follow Up Boss contact record and a scheduled check-in on Google Calendar.
F
G
C
If a Follow Up Boss contact stage updates to hot, create a priority meeting in Google Calendar and tag the member in Circle.
Hot leads in Follow Up Boss automatically trigger a priority Google Calendar meeting and receive a community tag in Circle.
C
C
F
G
Use ChatGPT to summarise every new Circle post, create a Follow Up Boss note, and schedule a review in Google Calendar.
ChatGPT summarises new Circle posts, stores the insights in a Follow Up Boss note, and schedules a review on Google Calendar.

Supported triggers and actions for Follow Up Boss and Circle

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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Circle
Circle Triggers & Actions
No trigger is available
Invite a member in Circle
Invites a user
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Add member to space group in Circle
Adds a member to a space group
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Add member to space in Circle
Invites a new member to join your workspace or group
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Remove member from space in Circle
Removes a member from a designated workspace or community
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Remove member from your community in Circle
Removes selected member from your community
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Remover member from space group in Circle
Removes a member from a space group
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Get member by id in Circle
Retrieves a member's data based on their id
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Create a post in Circle
Creates a new post
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Tag a community member in Circle
Tags a community member
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Create event in Circle
Adds a new contact to the contact list
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Send direct message in Circle
Sends a private message to a recipient
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Search Member in Circle
Searches for a member with
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Untag community member in Circle
Removes tag from the community member
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Update member in Circle
Updates a member's information
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RSVP member to event in Circle
Rsvps a member to an event
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Start group chat in Circle
Starts a group chat with selected participants
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Update event in Circle
Updates event details with the latest information
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Remove member from event in Circle
Removes a member from a particular event
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Search member has a specific member tag assigned in Circle
Searches for members with a tag assigned
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Search member of space group in Circle
Searches for a member of a space group
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Create comment in Circle
Generates a new comment
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What can you automate with Circle + Follow Up Boss?

Connect your community platform and CRM to eliminate manual busywork and run your operations on autopilot.

What you can automate?
🔗
Sync new community members to CRM contacts
Automatically create a Follow Up Boss contact the moment a member is added in Circle. Eliminate manual data entry and ensure no prospect falls through the cracks.
📝
Capture every submitted registration detail
Map all available membership form answers into distinct Follow Up Boss contact fields instead of basic names and emails. Your CRM records become comprehensive profiles.
🔔
Alert your sales team instantly
Send instant notifications to your team channel in Slack whenever a new subscription starts or a high-value community member joins.
🔀
Route leads based on submitted tags
Apply different Follow Up Boss action plans or assign specific agents depending on the membership tier or tags assigned in Circle.
🔄
Keep CRM stages updated as memberships change
Automatically update Follow Up Boss deal stages and contact statuses whenever membership subscriptions are canceled, renewed, or refunded in Circle.
👥
Prevent duplicate records across systems
Search existing database entries before creating new records, ensuring your Follow Up Boss database remains clean and free of duplicate contacts.
⚡
Handle trial creations and payment failures
Trigger immediate follow-up tasks in Follow Up Boss when trial subscriptions are created or when membership payments fail in Circle.
📅
Extend workflows with Google Calendar
Automatically schedule onboarding meetings in Google Calendar whenever a new Circle member is successfully added to your Follow Up Boss pipeline.
And much more...

Who is Circle + Follow Up Boss integration for?

Community leaders and real estate professionals connect these platforms to eliminate manual data entry, streamline lead routing, and accelerate deal closures.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success leads
Client success leads
Agency owners
Agency owners
Operations managers
Operations managers
Membership directors
Membership directors
📈
Performance marketers
You're running campaigns across multiple community spaces but your CRM tracking sheet only updates when someone manually exports members, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new member lands in Follow Up Boss instantly and your data stays current.
⚡
Sales representatives
You need to act fast on new inquiries, but community sign-ups sit unmanaged in Circle until someone remembers to copy them over, causing delayed outreach and lost deals — automating both apps means every community signup becomes a Follow Up Boss contact the moment it happens.
🤝
Client success leads
You answer to stakeholders who want to see active engagement reports, but gathering member activity data from Circle and CRM records takes hours of manual consolidation — this integration means your reporting dashboards update automatically without manual spreadsheet work.
📊
Agency owners
The volume of new community subscriptions is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads across your accounts — connecting these apps means every subscription instantly populates Follow Up Boss with zero manual overhead.
🔄
Operations managers
You own the onboarding workflow and depend on community admins to hand over member details before you can trigger follow-up tasks, causing bottlenecks — automating both apps means your task creation happens immediately upon member registration.
📋
Membership directors
You need a reliable history of member interactions across your community and CRM, but constant manual copying leaves significant gaps in your records — with this integration, every interaction is logged accurately and your customer history remains complete.
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Why choose Integrately to automate Follow Up Boss + Circle

Build and manage your Follow Up Boss + Circle 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 + Circle 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 Circle to Follow Up Boss?
Frequently Asked Questions
You can connect Circle to Follow Up Boss instantly using 1-click automations or by using Integrately AI to build custom flows with Google Calendar, Mailchimp, Slack, and other tools.
Can I automatically create a Follow Up Boss contact when a member joins Circle?
Frequently Asked Questions
Can I connect Circle, Follow Up Boss, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Circle and Follow Up Boss?
Frequently Asked Questions
How are member updates handled between Circle and Follow Up Boss?
Frequently Asked Questions
Can subscription cancellations in Circle update Follow Up Boss deals?
Frequently Asked Questions
Do I need coding skills to automate Circle and Follow Up Boss?
Frequently Asked Questions
Is the Circle and Follow Up Boss integration free?
Frequently Asked Questions
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You Can Also Connect Circle or Follow Up Boss With 1500+ Other Apps

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Sync Follow Up Boss with customer support, email marketing, and payment processing platforms to keep your sales pipeline fully updated.
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