Create Drift user for new Follow Up Boss contact
Follow Up Boss + Drift Integration
Follow Up Boss + Drift Integration
Integrate Drift to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Capture incoming chats, create CRM contacts, assign agents, and log notes automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Follow Up Boss Instant- Contact is created in Follow Up Boss Instant
- Tag is added to contact in Follow Up Boss Instant
- Person stage is updated in Follow Up Boss Instant
- Deal is created in Follow Up Boss Instant
- Deal is updated in Follow Up Boss Instant
- Appointment is created in Follow Up Boss Instant
Email is identified in Drift Instant- User reached goal in Drift Instant
- New Conversation is started in Drift Instant
- Conversation is pushed in Drift Instant
- Message is created in Drift Instant
2.
- Update deal in Follow Up Boss
- Search deal in Follow Up Boss
- Add relationship in Follow Up Boss
- Get contact by id in Follow Up Boss
- Create contact without triggering action plans in Follow Up Boss
- Search contact in Follow Up Boss
- Add tags to a contact in Follow Up Boss
- Update contact without triggering action plans in Follow Up Boss
- Reassign agent in Follow Up Boss
- Change stage of a contact in Follow Up Boss
- Create note in Follow Up Boss
- Create deal in Follow Up Boss
- Create inquiry or website event in Follow Up Boss
- Apply an action plan to a contact in Follow Up Boss
- Create collaborators in Follow Up Boss
- Pause an action plan for a contact in Follow Up Boss
- Create task in Follow Up Boss
- Log call in Follow Up Boss
- Create Contact in Drift
- Update Contact in Drift
- Update contact via non-Drift Id in Drift
- Search contact by email in Drift
- Create Timeline Event in Drift
- Create Conversation in Drift
Trusted by experts at...
Ready Workflows for Drift + Follow Up Boss Integration
Capture new conversations, create CRM contacts, update deal stages, log calls, and assign agents, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Drift + Follow Up Boss flow
Send chat transcripts to your team, schedule calendar appointments, and keep spreadsheets updated after every customer interaction. Pick a combination and activate it in one click.
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Gmail (4)
Gmail (4) +
Google Calendar (4)
Google Calendar (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
Mailchimp (4)
Mailchimp (4) +
Google Sheets (4)
Google Sheets (4) D
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Create a Follow Up Boss contact for every new Drift conversation, and send an email via Gmail
New Drift conversations instantly create contacts in Follow Up Boss while sending a confirmation email through Gmail.
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When a Follow Up Boss contact is updated, log the event in Drift and send an email update in Gmail
Updated Follow Up Boss contacts sync back to Drift conversations and trigger a status email in Gmail.
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When a message is created in Drift, create a deal in Follow Up Boss and email the supervisor using Gmail
Drift messages automatically generate Follow Up Boss deals and trigger management email alerts via Gmail.
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When a deal is created in Follow Up Boss, send a conversation update in Drift and email the client via Gmail
New Follow Up Boss deals push update conversations to Drift and trigger client welcome emails in Gmail.
Supported triggers and actions for Follow Up Boss and Drift
Mix and match to build the exact automation you need
Follow Up Boss Triggers & Actions
Instant
Contact is updated in Follow Up Boss
Triggers the automation when a new contact is updated
Try it → Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it → Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it → Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it → Instant
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it → Drift Triggers & Actions
Instant
Email is identified in Drift
Triggers the automation when email address of any lead is captured
Try it → Instant
User reached goal in Drift
Triggers the automation when the user reaches a particular goal
Try it → Instant
New Conversation is started in Drift
Triggers the automation when a new conversation is initiated
Try it → Instant
Conversation is pushed in Drift
Triggers the automation when a conversation is pushed to another user or team
Try it → What can you automate with Drift + Follow Up Boss?
Connect your customer communication and CRM workflows to eliminate manual data entry and accelerate sales cycles.
💬
Capture chat leads as CRM contacts instantly
Turn every new Drift conversation into a Follow Up Boss contact automatically the moment a prospect starts chatting.
📝
Map conversation details and custom fields
Transfer complete chat transcripts, messages, and custom user attributes directly into your CRM contact records.
🔔
Alert sales teams the second a lead arrives
Notify your agents in Slack or via email immediately when a high-intent conversation begins on your website.
🔀
Route deals based on conversation criteria
Create deals or assign specific agents in Follow Up Boss depending on the specific topics discussed in Drift chats.
🔄
Keep contact records synchronized across platforms
Update contact information seamlessly in both Drift and Follow Up Boss whenever prospect details change.
🔍
Search and update existing contacts without duplicates
Match incoming chat participants with existing CRM database profiles to prevent duplicate contact creation.
📈
Track pipeline stage changes and deal milestones
Log timeline events and update conversation records automatically whenever deal stages shift in Follow Up Boss.
⚡
Extend chat workflows to your favorite productivity apps
Connect Google Sheets, Gmail, Calendly, or Slack to build multi-step automation pipelines tailored to your sales process.
And much more...
Who is Drift + Follow Up Boss integration for?
Streamline communication workflows between chat interactions and real estate CRM records, helping revenue teams eliminate manual data entry and close deals faster.
Revenue operations managers
Inside sales representatives
Real estate brokers
Customer support leads
Account executives
Sales development teams
📈
Revenue operations managers
You're overseeing contact synchronization between chat platforms and CRM software, but manual export delays mean your pipeline reports are always a few hours behind — this integration means every new chat contact lands in your CRM instantly and your tracking stays current.
⚡
Inside sales representatives
You need to act fast on incoming website prospects, but leads sit trapped in chat queues before anyone remembers to create CRM profiles — integrating these apps means every new conversation creates a contact immediately and you can engage buyers without delay.
🤝
Real estate brokers
You answer to partner agents who want to see prospect progress and conversation history in real time, but manual transcription creates frustrating gaps — automating both apps means every interaction is logged accurately and your entire team reviews verified client data.
📊
Customer support leads
The incoming volume of chat inquiries is too high for anyone to keep up with by hand, leading to missed follow-ups and lost prospects — with this integration, every conversation and deal updates automatically so your team focuses on high-value conversations.
🔄
Account executives
You own the closing step and depend on inbound chat reps to hand over complete prospect details, but missing context stalls your deals — connecting these apps means every conversation transcript flows straight into client files and you start calls fully prepared.
📋
Sales development teams
You need a reliable history of prospect engagement and keep finding frustrating gaps where chats were never recorded in the CRM — this integration means every interaction is captured end-to-end and your pipeline records remain completely bulletproof.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Follow Up Boss + Drift
Build and manage your Follow Up Boss + Drift automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Follow Up Boss + Drift with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Follow Up Boss + Drift Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Drift to Follow Up Boss?
You can connect Drift to Follow Up Boss in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step sequences with Gmail, Google Calendar, and Slack. It takes just minutes to set up without any coding required.
Can I automatically create Follow Up Boss contacts from new Drift conversations?
Can I connect Drift, Follow Up Boss, and Slack?
What is a good Zapier alternative for Drift and Follow Up Boss?
How are Drift conversation details handled during the integration?
How are Follow Up Boss contact updates synchronized with Drift?
Do I need coding skills to automate Drift and Follow Up Boss?
Is the Drift and Follow Up Boss integration free?
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No worries — just send us a message and we’ll get back to you as soon as possible.
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