Follow Up Boss + CompanyHub Integration

Integrate CompanyHub to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Sync records, update pipelines, alert your agents, and trigger follow-ups 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
  • CompanyHub
    Contact is created in CompanyHub
  • CompanyHub
    Contact is updated in CompanyHub
  • CompanyHub
    Company is created in CompanyHub
  • CompanyHub
    Company is updated in CompanyHub
  • CompanyHub
    Record is created (Custom Table) in CompanyHub
  • CompanyHub
    Record is updated in CompanyHub
  • CompanyHub
    Deal is created in CompanyHub
  • CompanyHub
    Deal is updated in CompanyHub
  • CompanyHub
    Task is created in CompanyHub
  • CompanyHub
    Quote is created in CompanyHub
  • CompanyHub
    Sales order is created in CompanyHub
Arrow Right
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
  • CompanyHub
    Create contact in CompanyHub
  • CompanyHub
    Search contact in CompanyHub
  • CompanyHub
    Create record (Custom Table) in CompanyHub
  • CompanyHub
    Update record in CompanyHub
  • CompanyHub
    Search record in CompanyHub
  • CompanyHub
    Get record by id in CompanyHub
  • CompanyHub
    Create deal in CompanyHub
  • CompanyHub
    Search deal in CompanyHub
  • CompanyHub
    Create company in CompanyHub
  • CompanyHub
    Search company in CompanyHub
  • CompanyHub
    Create task in CompanyHub
  • CompanyHub
    Search task in CompanyHub
  • CompanyHub
    Create note in CompanyHub
  • CompanyHub
    Create quote in CompanyHub
  • CompanyHub
    Create sales order in CompanyHub
  • CompanyHub
    Delete record in CompanyHub

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Ready Workflows Ready Workflows for CompanyHub + Follow Up Boss Integration

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

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

Create CompanyHub 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 - CompanyHub integration, anytime a new Follow Up Boss contact is created, an CompanyHub 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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CompanyHub + Follow Up Boss Integration

Create Follow Up Boss contact for new CompanyHub record

Automatically creating Follow Up Boss contact records for new CompanyHub record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
CompanyHub + Follow Up Boss Integration

Create Follow Up Boss contact for new CompanyHub 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 CompanyHub - Follow Up Boss integration, anytime a new CompanyHub 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 more
Follow Up Boss + CompanyHub Integration

Create CompanyHub record for new Follow Up Boss contact

When a new contact is created in your Follow Up Boss, you can automatically create a record for them in your CompanyHub. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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CompanyHub + Follow Up Boss Integration

Create Follow Up Boss deal from new CompanyHub contact

Anytime a new contact is created in your CompanyHub, 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 CompanyHub - 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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Follow Up Boss + CompanyHub Integration

Create CompanyHub 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 CompanyHub. 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 - CompanyHub 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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CompanyHub + Follow Up Boss Integration

Create Follow Up Boss task for new CompanyHub contact

In CompanyHub, 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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Connect more apps to your CompanyHub + Follow Up Boss flow

Sync customer records to marketing tools, schedule calendar follow-ups, send SMS alerts, and notify your team across your entire software stack. Pick a combination and activate it in one click.

Follow Up Boss
CompanyHub
+
ZillowZillow (5)
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MailchimpMailchimp (5)
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Google CalendarGoogle Calendar (5)
+
TwilioTwilio (5)
+
DocuSignDocuSign (5)
+
SlackSlack (5)
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Add every new Zillow lead to CompanyHub, and create a contact in Follow Up Boss
New Zillow inquiries instantly appear in CompanyHub and Follow Up Boss without manual data entry.
Z
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When a Zillow lead updates, update the CompanyHub record and modify the Follow Up Boss stage
Keep your CompanyHub records and Follow Up Boss pipeline stages perfectly synced with Zillow updates.
Z
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Create a CompanyHub task for every Zillow inquiry, and log a note in Follow Up Boss
Ensure every Zillow lead triggers immediate follow-up tasks in CompanyHub and recorded notes in Follow Up Boss.
Z
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If a Zillow lead budget exceeds high tier, create a CompanyHub deal and add a Follow Up Boss deal
High-value Zillow leads automatically generate deals in both CompanyHub and Follow Up Boss for priority routing.
Z
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Use ChatGPT to evaluate Zillow inquiry sentiment, create a CompanyHub record, and add a Follow Up Boss contact
AI analyses Zillow inquiry messages before creating organised records in CompanyHub and Follow Up Boss.

Supported triggers and actions for Follow Up Boss and CompanyHub

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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CompanyHub
CompanyHub Triggers & Actions
Contact is created in CompanyHub
Triggers the automation when a new contact is created
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Contact is updated in CompanyHub
Triggers the automation when a contact is updated
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Company is created in CompanyHub
Triggers the automation when a new company is created
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Company is updated in CompanyHub
Triggers the automation when a company is updated
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Record is created (Custom Table) in CompanyHub
Triggers the automation when a new record is created in a custom table
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Record is updated in CompanyHub
Triggers the automation when any record is updated
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Deal is created in CompanyHub
Triggers the automation when a deal is created
Try it →
Deal is updated in CompanyHub
Triggers the automation when a deal is updated
Try it →
Task is created in CompanyHub
Triggers the automation when a new task is created
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Quote is created in CompanyHub
Triggers the automation when a new quote is created
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Sales order is created in CompanyHub
Triggers the automation when a sales order is created
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Create contact in CompanyHub
Adds a new contact to the database
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Search contact in CompanyHub
Finds and retrieves contact information
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Create record (Custom Table) in CompanyHub
Creates a new workspace
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Update record in CompanyHub
Updates a record with new information
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Search record in CompanyHub
Searches for a record within a given database
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Get record by id in CompanyHub
Retrieves a record based on its id
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Create deal in CompanyHub
Generates a new deal with
Try it →
Search deal in CompanyHub
Retrieves and find a deal
Try it →
Create company in CompanyHub
Generates a new company profile with given details
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Search company in CompanyHub
Finds information about a company
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Create task in CompanyHub
Creates a new task
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Search task in CompanyHub
Searches for a task
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Create note in CompanyHub
Creates a new note in the particular format
Try it →
Create quote in CompanyHub
Generates a new quote with pre-filled information
Try it →
Create sales order in CompanyHub
Generates a new sales order with pre-filled details
Try it →
Delete record in CompanyHub
Deletes a record
Try it →

What can you automate with CompanyHub + Follow Up Boss?

Streamline your sales pipeline by connecting every contact, deal, and task across CompanyHub and Follow Up Boss.

What you can automate?
Sync new contacts instantly across platforms
Every time a new contact is created in CompanyHub, automatically generate a corresponding contact in Follow Up Boss. Eliminate manual copy-pasting and ensure zero leads slip through the cracks.
📋
Capture every submitted custom field
Map all available contact fields and custom table records from CompanyHub into Follow Up Boss without losing critical data. Your CRM profiles remain complete and actionable for every agent.
🔔
Alert the right agent as soon as leads arrive
Trigger immediate follow-up tasks and notifications whenever a new contact or deal is registered. Ensure your sales team responds to high-intent prospects within minutes.
🔀
Route records based on submitted criteria
Set up conditional logic to handle leads differently depending on tier, budget, or stage. Direct enterprise prospects to senior agents while standard leads follow automated nurture sequences.
🔄
Keep deal stages updated automatically
When a deal moves forward in CompanyHub, instantly update the corresponding stage in Follow Up Boss. Your entire pipeline remains consistent across all connected team members.
🔍
Search and update instead of creating duplicates
Check existing database records before creating new entries to prevent duplicate contacts. Keep your customer history clean and centralized in both systems.
📅
Handle later status changes and tasks
Automatically generate follow-up tasks, log notes, and update contact stages when deals are won, lost, or rescheduled. Maintain rigorous accountability across your sales process.
💬
Extend your sales flow to Slack
Connect your core CompanyHub and Follow Up Boss pipeline to Slack to broadcast real-time deal alerts and contact updates directly to your sales channel.
And much more...

Who is CompanyHub + Follow Up Boss integration for?

Sales teams, real estate agents, and operations managers eliminate manual data entry and keep customer records perfectly synced between CompanyHub and Follow Up Boss.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Client success managers
Client success managers
High-volume sales teams
High-volume sales teams
Account executives
Account executives
Operations managers
Operations managers
📈
Performance marketers
You're running campaigns across multiple lead sources but your pipeline records only update when someone manually exports contacts, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new contact lands in both systems instantly and your data stays current.
Sales development reps
You need to reach out to inbound leads within minutes, but waiting for manual contact transfers means you find out about prospects too late — automating both apps means every new lead is created instantly so you can call or email right when intent is highest.
🤝
Client success managers
You answer to agency clients who want to see daily progress on deal pipelines, but compiling manual status reports wastes valuable hours every week — integrating these apps means your deals and contact stages update automatically so stakeholder reviews run effortlessly.
📊
High-volume sales teams
The volume of inbound form submissions and inquiries is too high for anyone to keep up with by hand, leading to missed contacts and forgotten follow-ups — with this integration, every lead and task is processed automatically without human error.
🔄
Account executives
You own the closing stage and depend on marketing or inbound teams to hand over complete lead details before you can pitch — connecting these apps means every contact and deal arrives with full history intact so handoffs happen without friction.
🗂️
Operations managers
You need a reliable history of customer interactions across platforms and keep finding gaps between your marketing and sales tools — automating both apps means every contact record and deal stage stays synchronized across your entire stack.
Our team

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Why choose Integrately to automate Follow Up Boss + CompanyHub

Build and manage your Follow Up Boss + CompanyHub 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 + CompanyHub 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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Frequently Asked Questions

How do I connect CompanyHub to Follow Up Boss?
Frequently Asked Questions
You can connect CompanyHub to Follow Up Boss in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation and map the fields. It takes minutes to set up your workflow alongside tools like Slack, Twilio, and Google Calendar.
Can I automatically sync new CompanyHub contacts to Follow Up Boss?
Frequently Asked Questions
Can I connect CompanyHub, Follow Up Boss, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for CompanyHub and Follow Up Boss?
Frequently Asked Questions
How does CompanyHub handle contact updates in this integration?
Frequently Asked Questions
Can Follow Up Boss stage changes update CompanyHub deals?
Frequently Asked Questions
Do I need coding skills to build a CompanyHub and Follow Up Boss automation?
Frequently Asked Questions
Is the CompanyHub and Follow Up Boss integration free?
Frequently Asked Questions
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You Can Also Connect CompanyHub or Follow Up Boss With 1500+ Other Apps

CompanyHub
Popular CompanyHub Integrations
Connect CompanyHub to email marketing, CRM, and reporting tools to manage leads and sales pipelines.
Follow Up Boss
Popular Follow Up Boss Integrations
Sync Follow Up Boss with communication, scheduling, and billing platforms to streamline client follow-ups.