Insightly + Follow Up Boss Integration

Connect Insightly to Follow Up Boss in 1 click

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Popular Insightly + Follow Up Boss Workflows

Create Follow Up Boss deal from new Insightly contact

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

This Insightly - Follow Up Boss 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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Create Follow Up Boss task for new Insightly contact

In Insightly, when you create a contact, it automatically creates a task in Follow Up Boss 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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Create Automation

You can Add Conditions / More Apps in the next steps

Task is created in Insightly
Lead is created in Insightly
Lead is updated in Insightly
Opportunity is created in Insightly
Organisation is added in Insightly
Organisation is updated in Insightly
Contact is updated in Insightly
Contact is created in Insightly
Project is created in Insightly
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

Create contact in Insightly
Search contact in Insightly
Create opportunity in Insightly
Search opportunity in Insightly
Create lead in Insightly
Search lead in Insightly
Create task in Insightly
Search user in Insightly
Create organisation in Insightly
Search organisation in Insightly
Create project in Insightly
Search project in Insightly
Get contact by id in Insightly
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

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You Can Also Integrate Insightly & Follow Up Boss With 1100+ Other Apps

Insightly's powerful CRM and project management software solution gives small to medium sized businesses the tools they need to manage their contacts, track relationships, monitor sales pipeline, organize projects and more.

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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.

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Why Insightly & Follow Up Boss Users ❤ Integrately

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

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Insightly & Follow Up Boss with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.