Did you know? Our team can create automations for you! At no extra cost. Get Started For Free
Insightly + Follow Up Boss Integration

Insightly + Follow Up Boss Integration

Integrately lets you integrate Insightly and Follow Up Boss instantly - without any learning curve.

Need help? We have live chat support .

Trusted by 10,000+ Customers
Highest Rated Integration Platform on G2
leader most-implementable easiest-to-do-business best-support

Popular Insightly + Follow Up Boss Workflows

Follow Up Boss + Insightly Integration

Create Insightly opportunity from new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales pipeline, you'll want to take advantage of our integration with Insightly. This allows you to create opportunity in Insightly whenever a new contact is created in Follow Up Boss.

This makes it easy to keep track of your sales process and ensures that all your data is organized in one place. To get started, simply connect your accounts and we'll take care of the rest!
See more
Follow Up Boss + Insightly Integration

Create Insightly task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in Insightly 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.
See more

Didn’t find what you were looking for?

Create Your Own Insightly & Follow Up Boss Integration In Clicks

What Do You Want To Automate?
Insightly + Follow Up Boss Integration
When
  • Task is created in Insightly
    Task is created in Insightly
  • Lead is created in Insightly
    Lead is created in Insightly
  • Opportunity is created in Insightly
    Opportunity is created in Insightly
  • Organisation is added in Insightly
    Organisation is added in Insightly
  • Project is created in Insightly
    Project is created in Insightly
  • Contact is updated in Insightly
    Contact is updated in Insightly
  • Lead is updated in Insightly
    Lead is updated in Insightly
  • Organisation is updated in Insightly
    Organisation is updated in Insightly
  • Contact is created in Insightly
    Contact is created in Insightly
  • Contact is created in Follow Up Boss
    Contact is created in Follow Up Boss Instant
  • Deal is created in Follow Up Boss
    Deal is created in Follow Up Boss Instant
  • Tag is added to contact in Follow Up Boss
    Tag is added to contact in Follow Up Boss Instant
  • Person stage is updated in Follow Up Boss
    Person stage is updated in Follow Up Boss Instant
  • Appointment is created in Follow Up Boss
    Appointment is created in Follow Up Boss Instant
  • Deal is updated in Follow Up Boss
    Deal is updated in Follow Up Boss Instant
Automatically
  • Search user in Insightly
    Search user in Insightly
  • Search contact in Insightly
    Search contact in Insightly
  • Search organisation in Insightly
    Search organisation in Insightly
  • Search project in Insightly
    Search project in Insightly
  • Search lead in Insightly
    Search lead in Insightly
  • Search opportunity in Insightly
    Search opportunity in Insightly
  • Create contact in Insightly
    Create contact in Insightly
  • Create task in Insightly
    Create task in Insightly
  • Create lead in Insightly
    Create lead in Insightly
  • Create organisation in Insightly
    Create organisation in Insightly
  • Create project in Insightly
    Create project in Insightly
  • Create opportunity in Insightly
    Create opportunity in Insightly
  • Find contact by id in Insightly
    Find contact by id in Insightly
  • Apply an action plan to a contact in Follow Up Boss
    Apply an action plan to a contact in Follow Up Boss
  • Create note in Follow Up Boss
    Create note in Follow Up Boss
  • Pause an action plan for a contact in Follow Up Boss
    Pause an action plan for a contact in Follow Up Boss
  • Create contact without triggering action plans in Follow Up Boss
    Create contact without triggering action plans in Follow Up Boss
  • Update contact without triggering action plans in Follow Up Boss
    Update contact without triggering action plans in Follow Up Boss
  • Create collaborators in Follow Up Boss
    Create collaborators in Follow Up Boss
  • Reassign agent in Follow Up Boss
    Reassign agent in Follow Up Boss
  • Add tags to a contact in Follow Up Boss
    Add tags to a contact in Follow Up Boss
  • Change stage of a contact in Follow Up Boss
    Change stage of a contact in Follow Up Boss
  • Create inquiry or website event in Follow Up Boss
    Create inquiry or website event in Follow Up Boss
  • Create deal in Follow Up Boss
    Create deal in Follow Up Boss
  • Log call in Follow Up Boss
    Log call in Follow Up Boss
  • Create task in Follow Up Boss
    Create task in Follow Up Boss
  • Search contact in Follow Up Boss
    Search contact in Follow Up Boss

You can also customize or create your own automation and add conditions and
multiple actions
etc. And that is also really easy in Integrately.

What is Integrately?

Integrately is a 1 click integration platform for non-techies. You can also build
your own automations, without any code.

What Is integrately?

Ready Automations
For 900+ Apps

All you need to do is select automation and
activate it. That’s it.

Why Insightly & Follow Up Boss Users Integrately

Insightly + Follow Up Boss Integration
Ready Automations

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 900+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Anybody can integrate
Anybody Can Integrate
18x - 33x Less Expensive Than Zapier

Zapier : 750 tasks in $19.99,
Integrately : 14,000 tasks in $19.99

Live Chat Support

Need help in setting up the automation? Our friendly support is there to understand your need and help you automate!

SmartConnect

Integrately can automatically connect your apps. So you don't have to do anything.

2021 ProductHunt Golden Kitty Awards

We are proud to be amongst

Top 4

Products Of The Year

Top 4

Productivity Tools Of The Year

Most upvoted product of the month

Trusted by 10,000+ Customers

Highest Rated Integration Platform on G2

leader
most-implementable
easiest-to-do-business
best-support

#1 Highest Rated Integration Platform on G2
500+ Reviews

lori-g
Lori G
"Great Zapier Alternative, getting better all the time."

Integrately has an extremely user friendly UI that allows me to set up automations quickly and easily. They are adding and improving new integrations almost daily.

tayshiro-k
Tayshiro K
"Incredible Customer Support"

Integrately is evolving in the right pace. Integrations being added weekly, no doubts left unanswered, great quality of development and a great support team really patient.

ruby-v
Ruby V
"A very easy to use Integration Platform."

The user interface is very user-friendly, which makes it very easy to use, compared to other similar applications.

Automate Your Tedious Tasks
With A Single Click.

It's so easy a caveman could do it.

Get Started For Free
No credit card required