Follow Up Boss + Dashly Integration

Integrate Dashly to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Create contacts, assign tasks, update deals, and log follow-up notes 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
  • Dashly
    Lead is created in Dashly
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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

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Ready Workflows Ready Workflows for Dashly + Follow Up Boss Integration

Capture leads, create contacts, assign tasks, update deals, and trigger follow-ups, all in just one click.

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

Create Follow Up Boss contact for new Dashly contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and Dashly contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Dashly + Follow Up Boss Integration

Create Follow Up Boss deal for new Dashly contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in Dashly. Just connect your accounts, and every time a new contact is created in Dashly, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Dashly + Follow Up Boss Integration

Create Follow Up Boss task for new Dashly contact

Follow Up Boss and Dashly are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - Dashly integration, you can automatically create task in Follow Up Boss whenever a new contact is created in Dashly.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Dashly + Follow Up Boss flow

Connect your leads to email marketing, calendars, messaging, and customer support tools after the core sync completes. Pick a combination and activate it in one click.

Follow Up Boss
Dashly
+
Facebook Lead AdsFacebook Lead Ads (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
+
GmailGmail (3)
+
TwilioTwilio (3)
D
F
F
When a new lead is created in Dashly, create an offline conversion in Facebook Lead Ads and add a contact in Follow Up Boss.
Every Dashly lead logs an offline conversion in Facebook Lead Ads and updates Follow Up Boss instantly, keeping your ad campaigns and CRM aligned.
D
F
F
Add Dashly leads to Facebook Lead Ads and create a Follow Up Boss deal for qualified prospects.
Dashly lead submissions record conversions in Facebook Lead Ads and open a new deal in Follow Up Boss automatically.
D
F
F
Track Dashly leads in Facebook Lead Ads and create a follow-up task in Follow Up Boss.
Every Dashly lead triggers Facebook Lead Ads tracking and schedules a reminder task in Follow Up Boss for the sales team.

Supported triggers and actions for Follow Up Boss and Dashly

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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Dashly
Dashly Triggers & Actions
Lead is created in Dashly
Triggers the automation when a new lead is created
Try it →
No action is available

What can you automate with Dashly + Follow Up Boss?

Streamline lead capture, CRM updates, and follow-up task creation between Dashly and Follow Up Boss.

What you can automate?
🔄
Sync every new Dashly lead to Follow Up Boss
Capture visitor details from Dashly and create corresponding contact records in Follow Up Boss automatically. Eliminate manual copy-pasting and ensure every prospect enters your pipeline immediately.
📝
Capture every submitted custom form field
Map all available Dashly form questions into Follow Up Boss fields instead of just names and email addresses. Your CRM records become comprehensive sources for sales qualification.
🔔
Alert your sales team the moment a lead arrives
Trigger instant notifications and follow-up tasks in Follow Up Boss whenever a new lead is created in Dashly. Response times improve and leads never fall through the cracks.
🔀
Route leads based on submitted criteria
Examine lead details from Dashly and assign different action plans or deal stages in Follow Up Boss depending on visitor input. Ensure enterprise prospects receive immediate priority routing.
🔄
Keep CRM records updated as leads change
Reflect ongoing visitor engagement from Dashly by updating existing contact details in Follow Up Boss. Maintain clean records without manual data audits.
🔍
Prevent duplicate records with search and update
Check if a contact already exists in Follow Up Boss before creating a new entry from Dashly leads. Keep your database organised and free from redundant profiles.
📊
Manage deal stages and pipeline progress
Create and update deals in Follow Up Boss automatically based on visitor milestones achieved in Dashly. Keep your sales pipeline accurate at every stage of the funnel.
✉️
Extend workflows to email marketing and messaging
Connect your Dashly and Follow Up Boss setup with Gmail or Twilio to dispatch immediate welcome messages or SMS alerts after the core contact sync completes.
And much more...

Who is Dashly + Follow Up Boss integration for?

Real estate professionals and sales teams capturing website leads through Dashly need instant CRM synchronisation to follow up without delays.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Account managers
Account managers
Business owners
Business owners
Customer success leads
Customer success leads
Operations managers
Operations managers
📈
Performance marketers
You're running acquisition campaigns to drive website traffic, but lead details sit trapped in Dashly until someone exports them by hand, so your conversion tracking is always outdated — automating both apps means every new lead lands in Follow Up Boss instantly and your pipeline metrics stay current.
Sales representatives
You need to reach out to inbound website prospects within minutes, but manual data entry slows down your response time, so hot leads grow cold while waiting for CRM entry — automating both apps means contacts and deal records appear the moment a lead submits a form.
🤝
Account managers
You rely on accurate client records to manage active pipelines, but missing submission details cause confusion during onboarding, so you spend hours cross-referencing notes — automating both apps means every submitted field flows directly into your Follow Up Boss records.
🏢
Business owners
You invest heavily in website conversion tools to generate pipeline growth, but manual administrative handoffs lead to dropped leads and lost revenue, so growth stalls — automating both apps means every visitor interaction is captured and routed without human error.
🎯
Customer success leads
You depend on upstream lead data to coordinate introductory onboarding calls, but delayed handoffs between platforms cause scheduling friction, so clients wait too long for contact — automating both apps means your follow-up workflows trigger the second a lead converts.
📋
Operations managers
You oversee lead distribution across a growing sales team, but inconsistent data entry creates blind spots in your CRM history, so reporting is unreliable — automating both apps means every lead is standardised and assigned correctly on arrival.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Follow Up Boss + Dashly

Build and manage your Follow Up Boss + Dashly 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 + Dashly 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
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2
Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Dashly to Follow Up Boss?
Frequently Asked Questions
You can connect Dashly to Follow Up Boss in one click using ready templates on Integrately, or use Integrately AI to build custom workflows linking Facebook Lead Ads, Gmail, and Twilio.
Can I automatically create Follow Up Boss contacts when a new lead is captured in Dashly?
Frequently Asked Questions
Can I connect Dashly, Follow Up Boss, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Dashly and Follow Up Boss?
Frequently Asked Questions
How are leads transferred from Dashly to Follow Up Boss?
Frequently Asked Questions
Can I update deal stages in Follow Up Boss from Dashly activity?
Frequently Asked Questions
Do I need coding skills to automate Dashly and Follow Up Boss?
Frequently Asked Questions
Is the Dashly and Follow Up Boss integration free?
Frequently Asked Questions
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You Can Also Connect Dashly or Follow Up Boss With 1500+ Other Apps

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Follow Up Boss
Popular Follow Up Boss Integrations
Sync Follow Up Boss with communication, scheduling, and accounting platforms to streamline your sales operations.