Follow Up Boss + GoHighLevel Integration

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Follow Up Boss + GoHighLevel Integration

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

Create GoHighLevel opportunity from new Follow Up Boss contact

Anytime a new contact is created in your Follow Up Boss, a new opportunity will automatically be created in your GoHighLevel. This ensures that all of your opportunity are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Follow Up Boss - GoHighLevel 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 + GoHighLevel Integration

Create GoHighLevel task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in GoHighLevel 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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Follow Up Boss + GoHighLevel Integration
1.
  • 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
  • GoHighLevel
    Task is added in GoHighLevel Instant
  • GoHighLevel
    Pipeline stage is changed in GoHighLevel Instant
  • GoHighLevel
    Customer booked an appointment in GoHighLevel Instant
  • GoHighLevel
    Customer replies in GoHighLevel Instant
  • GoHighLevel
    Trigger link is clicked in GoHighLevel Instant
  • GoHighLevel
    Call status is changed in GoHighLevel Instant
  • GoHighLevel
    Opportunity is staled in GoHighLevel Instant
  • GoHighLevel
    Birthday reminder is sent in GoHighLevel Instant
  • GoHighLevel
    Custom date reminder is received in GoHighLevel Instant
  • GoHighLevel
    Task reminder is received in GoHighLevel Instant
  • GoHighLevel
    Form is submitted in GoHighLevel Instant
  • GoHighLevel
    Survey is submitted in GoHighLevel Instant
  • GoHighLevel
    Contact tag is changed in GoHighLevel Instant
  • GoHighLevel
    Order form is submitted in GoHighLevel Instant
  • GoHighLevel
    Appointment is created in GoHighLevel Instant
  • GoHighLevel
    Contact is created in GoHighLevel Instant
  • GoHighLevel
    Opportunity is created in GoHighLevel
  • GoHighLevel
    Opportunity status is changed in GoHighLevel Instant
  • GoHighLevel
    Note is added in GoHighLevel Instant
  • GoHighLevel
    Email event occurs in GoHighLevel Instant
2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search 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
  • GoHighLevel
    Get contact by ID in GoHighLevel
  • GoHighLevel
    Create appointment in GoHighLevel
  • GoHighLevel
    Create contact in GoHighLevel
  • GoHighLevel
    Update contact in GoHighLevel
  • GoHighLevel
    Search contact in GoHighLevel
  • GoHighLevel
    Create opportunity in GoHighLevel
  • GoHighLevel
    Update opportunity in GoHighLevel
  • GoHighLevel
    Search opportunity in GoHighLevel
  • GoHighLevel
    Create task in GoHighLevel
  • GoHighLevel
    Create note in GoHighLevel
  • GoHighLevel
    Create account in GoHighLevel
  • GoHighLevel
    Add lead to campaign in GoHighLevel
  • GoHighLevel
    Create user in GoHighLevel
  • GoHighLevel
    Stop all campaigns for lead in GoHighLevel
  • GoHighLevel
    Add tag to existing contact in GoHighLevel
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