Follow Up Boss + Grist Integration

Connect Follow Up Boss to Grist in 1 click

Integrate Follow Up Boss + Grist For Free ✔ Free forever. ✔ Use premium features free for 14 days.

Popular Follow Up Boss + Grist Workflows

most-popular-automations
Grist + Follow Up Boss Integration

Create Follow Up Boss contact for new Grist record

Automatically creating Follow Up Boss contact records for new Grist record entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Activate
Follow Up Boss + Grist Integration

Create Grist record for new Follow Up Boss contact

When a new contact is created in your Follow Up Boss, you can automatically create a record for them in your Grist. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
Activate
  • 1of1

Create Your Own Follow Up Boss & Grist Integration Without Any Code

Create Custom Workflow
Follow Up Boss + Grist 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
  • Grist
    Record is created in Grist
  • Grist
    Record is updated in Grist
2.
  • 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
  • Grist
    Create record in Grist
  • Grist
    Update record in Grist
  • Grist
    Search record in Grist
3x-10x Less Expensive Than Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricing

Integrate Follow Up Boss & Grist In 1 Click
And Save Time & Money Both

Integrately is the only automation solution you will ever need. With 1200+ apps and 20 million+ ready 1-click automations, Integrately can automate almost any task from your workflow. Plus, our AI automation builder and 24/5 live chat support make it easy to get started. To top it off, you get a free forever plan. Sign up for Integrately now & start automating!

Want to automate something else in your workflow?

You Can Also Connect Follow Up Boss or Grist With 1200+ Other Apps

undefined Integrations

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations
undefined Integrations

Grist is a fully featured data management and reporting platform. From basic storage and querying to advanced charting and dashboards - all in one place.

See Grist Integrations

❤Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
Connect Follow Up Boss + Grist Now
In Just 1 Click!
P
ProductHunt

Most upvoted product of the month

▲ 2000+
leadermost-implementableeasiest-to-do-businessbest-support