Follow Up Boss + Evidence Integration
Integrate Evidence to Follow Up Boss in one click, or tell Integrately AI how you want each lead handled. Capture new contacts, trigger social proof notifications, update your CRM stages, and keep your pipeline moving 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
2.
- Get contact by id in Follow Up Boss
- Add relationship in Follow Up Boss
- Search deal in Follow Up Boss
- Update deal 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 evidence notification in Evidence
Trusted by experts at...
Ready Workflows for Follow Up Boss + Evidence Integration
Create social proof notifications for new contacts, update lead stages, log calls, and sync deals, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Evidence + Follow Up Boss flow
Capture leads from ad campaigns, sync email marketing lists, schedule client bookings, and notify your team instantly. Pick a combination and activate it in one click.
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Facebook Lead Ads (5)
Facebook Lead Ads (5) +
Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Twilio (4)
Twilio (4) +
Gmail (4)
Gmail (4) +
Google Sheets (4)
Google Sheets (4) F
F
E
Add every Facebook Lead Ads lead to Follow Up Boss as a new contact, and create a notification in Evidence.
New Facebook leads land in Follow Up Boss instantly while triggering an Evidence notification, eliminating manual entry.
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When a Facebook lead arrives, create a Follow Up Boss contact, send an alert email via Gmail, and trigger an Evidence notification.
Notify your team via Gmail and update Follow Up Boss the moment a Facebook lead submits your form.
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If a Facebook lead selects enterprise tier, create a priority contact in Follow Up Boss, alert your sales channel, and trigger an Evidence notification.
Route high-value Facebook leads directly into Follow Up Boss with priority tags and instant notifications.
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F
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Use Claude to evaluate Facebook lead intent, create a Follow Up Boss contact, and trigger an Evidence notification.
Claude analyses lead responses from Facebook Lead Ads before creating a Follow Up Boss contact and Evidence notification.
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Turn every Facebook lead into a Follow Up Boss contact, log it in Google Sheets, and create an Evidence notification.
Maintain a master spreadsheet log of Facebook leads alongside your Follow Up Boss contacts and Evidence notifications.
Supported triggers and actions for Follow Up Boss and Evidence
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 → Evidence Triggers & Actions
Create evidence notification in Evidence
Creates a notification for newly generated evidence
Try it → What can you automate with Evidence + Follow Up Boss?
Streamline your sales pipeline by connecting CRM events directly to social proof notifications and automated workflows.
🔔
Trigger social proof notifications for new contacts
Automatically create visual notifications in Evidence whenever a new contact is created in Follow Up Boss, building immediate trust with site visitors.
📋
Capture every submitted contact detail
Map all available contact fields from Follow Up Boss into Evidence notifications instead of just basic names, creating rich social proof elements.
✉️
Alert your sales team instantly
Send immediate email or Slack notifications to agents when high-value Follow Up Boss contacts update their pipeline stages.
🔀
Route leads based on submitted tags
Perform different follow-up actions depending on whether a Follow Up Boss contact has VIP tags or standard tier designations.
🔄
Keep CRM stages and notifications synchronised
Update contact stages and deal properties in Follow Up Boss automatically as customer interactions progress.
🔍
Search and update existing contacts
Check if a contact already exists in Follow Up Boss before creating records, preventing duplicate entries in your database.
📊
Handle later deal stage changes
Trigger automated workflows when a Follow Up Boss deal moves to closed-won or closed-lost status.
🌐
Extend your workflow to Google Sheets
Send your Follow Up Boss contact data and Evidence triggers into Google Sheets for comprehensive team reporting.
And much more...
Who is Evidence + Follow Up Boss integration for?
Real estate agents, sales teams, and marketing managers who need instant social proof notifications paired with automated CRM pipeline updates benefit from this integration.
Sales managers
Real estate agents
Team leads
Lead qualification specialists
Inside sales reps
Operations directors
📈
Sales managers
You're reviewing lead conversion metrics in Follow Up Boss but manual tracking delays your pipeline visibility, so your campaign reporting is always outdated — with this integration, every contact update flows instantly and your dashboard stays accurate.
⚡
Real estate agents
You're receiving new buyer inquiries in Follow Up Boss but missing immediate engagement opportunities, so hot leads go cold before you can respond — this integration means every new contact triggers instant notifications and rapid follow-ups.
🤝
Team leads
You're managing client accounts in Follow Up Boss but stakeholders demand real-time proof of engagement, so manual reporting takes hours away from selling — automating both apps means activity updates flow continuously without manual compilation.
📥
Lead qualification specialists
You're processing high volumes of incoming submissions in Follow Up Boss but manual entry causes bottlenecks, so qualified leads slip through the cracks — connecting these apps means every submission is logged and notified immediately.
🔄
Inside sales reps
You're waiting for upstream lead handoffs in Follow Up Boss but delayed notifications slow down your outreach, so prospective clients look elsewhere — with this integration, every stage update triggers instant visibility and action plans.
📋
Operations directors
You're auditing pipeline records in Follow Up Boss but missing activity logs create blind spots in your historical data, so compliance reporting is incomplete — automating both apps means every interaction is captured reliably.
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 + Evidence
Build and manage your Follow Up Boss + Evidence automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Follow Up Boss + Evidence 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 + Evidence Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Evidence to Follow Up Boss?
You can connect Evidence and Follow Up Boss in 1 click using ready templates or ask Integrately AI to build the automation. Sync data seamlessly with tools like Facebook Lead Ads, Mailchimp, and Google Sheets.
Can I automatically create Evidence notifications when Follow Up Boss contacts are updated?
Can I connect Evidence, Follow Up Boss, and Google Sheets?
What is a good Zapier alternative for Evidence and Follow Up Boss?
How does Evidence handle data in this integration?
How does Follow Up Boss trigger automations here?
Do I need coding skills to automate Evidence and Follow Up Boss?
Is the Evidence 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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