Follow Up Boss + Flowlu Integration

Integrate Flowlu to Follow Up Boss in one click, or tell Integrately AI how you want each contact handled. Automatically sync new CRM accounts, create contacts, update deals, and trigger follow-ups instantly.

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
  • Flowlu
    Task is created in Flowlu Instant
  • Flowlu
    Task is updated in Flowlu Instant
  • Flowlu
    Task list is created in Flowlu Instant
  • Flowlu
    Task is deleted in Flowlu Instant
  • Flowlu
    Task list is updated in Flowlu Instant
  • Flowlu
    Task list is deleted in Flowlu Instant
  • Flowlu
    Task follower is created in Flowlu Instant
  • Flowlu
    Task follower is deleted in Flowlu Instant
  • Flowlu
    Opportunity is created in Flowlu Instant
  • Flowlu
    Opportunity is updated in Flowlu Instant
  • Flowlu
    CRM Account is created in Flowlu Instant
  • Flowlu
    CRM Account is updated in Flowlu Instant
  • Flowlu
    CRM Account is deleted in Flowlu Instant
  • Flowlu
    Project is created in Flowlu Instant
  • Flowlu
    Project is updated in Flowlu Instant
  • Flowlu
    Project is deleted in Flowlu Instant
  • Flowlu
    Invoice is created in Flowlu Instant
  • Flowlu
    Invoice is updated in Flowlu Instant
  • Flowlu
    Organization is created in Flowlu Instant
  • Flowlu
    Organization is updated in Flowlu Instant
  • Flowlu
    Product is created in Flowlu Instant
  • Flowlu
    Product is updated in Flowlu Instant
  • Flowlu
    Product is deleted in Flowlu Instant
  • Flowlu
    Estimate is updated in Flowlu Instant
  • Flowlu
    Estimate is created in Flowlu 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
  • Flowlu
    Search opportunity source in Flowlu
  • Flowlu
    Create invoice item in Flowlu
  • Flowlu
    Create task in Flowlu
  • Flowlu
    Update task in Flowlu
  • Flowlu
    Search task in Flowlu
  • Flowlu
    Delete task in Flowlu
  • Flowlu
    Search core user in Flowlu
  • Flowlu
    Create opportunity in Flowlu
  • Flowlu
    Update opportunity in Flowlu
  • Flowlu
    Search opportunity in Flowlu
  • Flowlu
    Add email to CRM account in Flowlu
  • Flowlu
    Search CRM account in Flowlu
  • Flowlu
    Get CRM account by id in Flowlu
  • Flowlu
    Search contact in Flowlu
  • Flowlu
    Search email in Flowlu
  • Flowlu
    Search organization in Flowlu
  • Flowlu
    Delete opportunity in Flowlu
  • Flowlu
    Update email to CRM account in Flowlu
  • Flowlu
    Delete email from CRM account in Flowlu
  • Flowlu
    Get email by id in Flowlu
  • Flowlu
    Get project by id in Flowlu
  • Flowlu
    Get task by id in Flowlu
  • Flowlu
    Get opportunity by id in Flowlu
  • Flowlu
    Delete CRM account in Flowlu
  • Flowlu
    Create contact in Flowlu
  • Flowlu
    Update contact in Flowlu
  • Flowlu
    Create project in Flowlu
  • Flowlu
    Update project in Flowlu
  • Flowlu
    Search project in Flowlu
  • Flowlu
    Delete project in Flowlu
  • Flowlu
    Create organization in Flowlu
  • Flowlu
    Update organization in Flowlu
  • Flowlu
    Create estimate in Flowlu
  • Flowlu
    Add Tag to CRM account in Flowlu
  • Flowlu
    Add Tag to Agile issue in Flowlu
  • Flowlu
    Create invoices in Flowlu

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Ready Workflows Ready Workflows for Flowlu + Follow Up Boss Integration

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

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

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

Create Flowlu task for new Follow Up Boss contact

Follow Up Boss and Flowlu are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in Flowlu? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Follow Up Boss + Flowlu Integration

Create Flowlu task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Flowlu to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Flowlu, creating task in Flowlu is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Flowlu to keep your team up-to-date.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Flowlu + Follow Up Boss flow

Send follow-up emails, log calendar events, update spreadsheets, and notify your team after your core pair finishes. Pick a combination and activate it in one click.

Follow Up Boss
Flowlu
+
GmailGmail (3)
+
Google CalendarGoogle Calendar (3)
+
MailchimpMailchimp (3)
+
RingCentralRingCentral (3)
+
CalendlyCalendly (3)
+
Google SheetsGoogle Sheets (3)
F
F
G
Send a welcome email in Gmail when a new CRM account is created in Flowlu and a contact is added in Follow Up Boss
Every new Flowlu CRM account creates a Follow Up Boss contact and triggers a welcome email via Gmail automatically.
F
F
G
Notify your sales team via Gmail when an opportunity is updated in Flowlu and a deal is created in Follow Up Boss
Keep your team informed by sending an automatic Gmail notification whenever a Flowlu opportunity updates a Follow Up Boss deal.
F
F
G
Send a follow-up briefing in Gmail when a Follow Up Boss contact stage updates and a Flowlu project is created
Automatically email project handoff summaries via Gmail when Follow Up Boss contacts change stages and Flowlu projects start.

Supported triggers and actions for Follow Up Boss and Flowlu

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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Flowlu
Flowlu Triggers & Actions
Instant
Task is created in Flowlu
Triggers the automation when a new task is created
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Instant
Task is updated in Flowlu
Triggers the automation when any task is updated
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Instant
Task list is created in Flowlu
Triggers the automation when a new task list is created
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Instant
Task is deleted in Flowlu
Triggers the automation when a task is deleted
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Instant
Task list is updated in Flowlu
Triggers the automation when a task list is updated
Try it →
Instant
Task list is deleted in Flowlu
Triggers the automation when a task list is deleted
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Instant
Task follower is created in Flowlu
Triggers the automation when a new follower is added to the task
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Instant
Task follower is deleted in Flowlu
Triggers the automation when a task follower is removed from a particular task
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Instant
Opportunity is created in Flowlu
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Flowlu
Triggers the automation when any opportunity is updated
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Instant
CRM Account is created in Flowlu
Triggers the automation when a new CRM Account is created
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Instant
CRM Account is updated in Flowlu
Triggers the automation when a CRM Account is updated
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Instant
CRM Account is deleted in Flowlu
Triggers the automation when a CRM Account is deleted
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Instant
Project is created in Flowlu
Triggers the automation when a new project is created
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Instant
Project is updated in Flowlu
Triggers the automation when a project is updated
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Instant
Project is deleted in Flowlu
Triggers the automation when a project is deleted
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Instant
Invoice is created in Flowlu
Triggers the automation when any invoice is added or modified
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Instant
Invoice is updated in Flowlu
Triggers the automation when an invoice is updated
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Instant
Organization is created in Flowlu
Triggers the automation when a new organization is created
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Instant
Organization is updated in Flowlu
Triggers the automation when any organization's profile is modified
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Instant
Product is created in Flowlu
Triggers the automation when a new product is created
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Instant
Product is updated in Flowlu
Triggers the automation when a product is updated
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Instant
Product is deleted in Flowlu
Triggers the automation when a product is deleted
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Instant
Estimate is updated in Flowlu
Triggers the automation when any estimate is modified
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Instant
Estimate is created in Flowlu
Triggers the automation when a new estimate is created
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Search opportunity source in Flowlu
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Create invoice item in Flowlu
Generates and add a new item to an invoice
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Create task in Flowlu
Creates a new task
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Update task in Flowlu
Updates the task with new information or changes
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Search task in Flowlu
Searches for a task
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Delete task in Flowlu
Removes a particular task
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Search core user in Flowlu
Searches for a core user
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Create opportunity in Flowlu
Creates a new instance of the support system
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Update opportunity in Flowlu
Updates the opportunity details as needed
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Search opportunity in Flowlu
Searches for a opportunity
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Add email to CRM account in Flowlu
Adds new email addresses to the crm account for streamlined contact management
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Search CRM account in Flowlu
Searches for a crm account
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Get CRM account by id in Flowlu
Retrieve a crm account by its id
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Search contact in Flowlu
Finds and retrieves contact information
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Search email in Flowlu
Scan email inbox for keywords or sender
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Search organization in Flowlu
Finds and retrieves information about a organization
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Delete opportunity in Flowlu
Removes a opportunity from the system
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Update email to CRM account in Flowlu
Updates an email to a crm account
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Delete email from CRM account in Flowlu
Deletes the selected email from the crm account
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Get email by id in Flowlu
Retrieves an email by its id
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Get project by id in Flowlu
Retrieves project information using the project id
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Get task by id in Flowlu
Retrieves a task using its id
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Get opportunity by id in Flowlu
Retrieves a opportunity's details by its id
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Delete CRM account in Flowlu
Removes a contact from the crm
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Create contact in Flowlu
Adds a new contact to the database
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Update contact in Flowlu
Updates contact information with new details
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Create project in Flowlu
Creates a new project
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Update project in Flowlu
Updates project information
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Search project in Flowlu
Searches for a project
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Delete project in Flowlu
Removes a project from the system
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Create organization in Flowlu
Generates a new invoice
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Update organization in Flowlu
Updates organization information
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Create estimate in Flowlu
Adds a new contact to the contact list
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Add Tag to CRM account in Flowlu
Categorize crm account with relevant tag
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Add Tag to Agile issue in Flowlu
Assigns tags to agilecrm issues for better organization and tracking
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Create invoices in Flowlu
Generates invoices and send them to clients
Try it →

What can you automate with Flowlu + Follow Up Boss?

Connect Flowlu and Follow Up Boss to eliminate manual data entry and keep your CRM and workplace synchronized.

What you can automate?
🔄
Sync CRM accounts to contacts instantly
Automatically create a Follow Up Boss contact whenever a new CRM account is created in Flowlu, keeping your sales pipeline fully populated without manual copying.
📋
Capture every submitted custom field
Map all available Flowlu project and opportunity details directly into Follow Up Boss fields so your team sees the complete picture for every client.
🔔
Notify your team the moment things happen
Trigger instant team alerts and follow-up emails via Gmail whenever important deals or contact stages change across both platforms.
🔀
Route records based on submitted criteria
Send high-priority leads to specific pipelines or assign tasks differently depending on the opportunity source or account value submitted in Flowlu.
🔄
Keep both apps updated in real time
Ensure project updates, task modifications, and stage changes reflect across both Flowlu and Follow Up Boss automatically without lag.
🚫
Prevent duplicate records and entries
Search existing records before creating new ones so your database remains clean and free of redundant contacts or deals.
⏱️
Handle later status changes smoothly
Automatically update deals, close out tasks, or trigger follow-up sequences when a project is completed or an invoice is paid in Flowlu.
🔗
Extend your workflow to Google Sheets
Log every synced Flowlu and Follow Up Boss transaction into a Google Sheets row for comprehensive financial and operational reporting.
And much more...

Who is Flowlu + Follow Up Boss integration for?

Connecting Flowlu and Follow Up Boss streamlines lead management and client tracking for fast-moving teams.

Sales Directors
Sales Directors
Real Estate Agents
Real Estate Agents
Client Success Managers
Client Success Managers
Operations Leads
Operations Leads
Account Executives
Account Executives
Project Coordinators
Project Coordinators
📈
Sales Directors
You review pipeline reports every morning but your CRM numbers are always lagging because reps manually copy lead details between platforms, so the conversion metrics you're tracking against are outdated — this integration means every new Flowlu account lands in Follow Up Boss instantly and your pipeline numbers stay current.
Real Estate Agents
You need to act fast when hot leads appear, but you find out about new client inquiries too late because notifications stay trapped inside different systems — automating both apps means every inquiry creates a contact and task immediately so you never miss an urgent follow-up.
🤝
Client Success Managers
You answer to clients who want to see active project progress, but compiling updates requires jumping between workplace tools and CRM pipelines — connecting these apps means project milestones and deal stages sync automatically so your client reporting is always up to date.
📊
Operations Leads
The volume of inbound accounts is too high for anyone to keep up by hand, leading to missed data entries and fragmented client histories — with this integration, every account creation and opportunity update flows smoothly across both platforms without manual intervention.
👥
Account Executives
You own the closing step and depend on upstream team members to hand over contact details before you can reach out, causing friction in your sales cycle — automating both apps means client handoffs happen the second an account is created in Flowlu.
🗂️
Project Coordinators
You need a reliable history of every client interaction and keep finding gaps where notes were forgotten during busy transition periods — this integration means every stage change and task update is logged accurately across your digital workplace and CRM.
Our team

Ready Workflows 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 + Flowlu

Build and manage your Follow Up Boss + Flowlu 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 + Flowlu 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Flowlu to Follow Up Boss?
Frequently Asked Questions
You can connect Flowlu to Follow Up Boss in 1 click using ready templates on Integrately, or use Integrately AI to build your exact flow. It also connects smoothly with Gmail, Google Calendar, Mailchimp, and 1,500+ other apps.
Can I automatically sync new Flowlu CRM accounts as contacts in Follow Up Boss?
Frequently Asked Questions
Can I connect Flowlu, Follow Up Boss, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Flowlu and Follow Up Boss?
Frequently Asked Questions
How does Flowlu handle CRM account creation events in automations?
Frequently Asked Questions
Can Follow Up Boss contact stage updates trigger actions in Flowlu?
Frequently Asked Questions
Do I need coding skills to automate Flowlu and Follow Up Boss?
Frequently Asked Questions
Is the Flowlu and Follow Up Boss integration free?
Frequently Asked Questions
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You Can Also Connect Flowlu or Follow Up Boss With 1500+ Other Apps

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Sync Follow Up Boss with email marketing, customer support, and calendar apps to manage client relationships effectively.