Follow Up Boss + JobNimbus Integration

Integrate Follow Up Boss to JobNimbus in one click, or tell Integrately AI how you want each lead handled. Create contacts, update stages, add notes, and log calls automatically.

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
  • JobNimbus
    Contact is created in JobNimbus Instant
  • JobNimbus
    Contact is updated in JobNimbus Instant
  • JobNimbus
    Contact is deleted in JobNimbus Instant
  • JobNimbus
    Work order is created in JobNimbus Instant
  • JobNimbus
    Work order is updated in JobNimbus Instant
  • JobNimbus
    Work order is deleted in JobNimbus Instant
  • JobNimbus
    Material order is created in JobNimbus Instant
  • JobNimbus
    Material order is updated in JobNimbus Instant
  • JobNimbus
    Material order is deleted in JobNimbus Instant
  • JobNimbus
    Task is created in JobNimbus Instant
  • JobNimbus
    Task is updated in JobNimbus Instant
  • JobNimbus
    Task is deleted in JobNimbus Instant
  • JobNimbus
    Job is created in JobNimbus Instant
  • JobNimbus
    Job is updated in JobNimbus Instant
  • JobNimbus
    Job is deleted in JobNimbus Instant
  • JobNimbus
    Invoice is created in JobNimbus Instant
  • JobNimbus
    Invoice is updated in JobNimbus Instant
  • JobNimbus
    Invoice is deleted in JobNimbus Instant
  • JobNimbus
    Estimate is created in JobNimbus Instant
  • JobNimbus
    Estimate is updated in JobNimbus Instant
  • JobNimbus
    Estimate is deleted in JobNimbus Instant
  • JobNimbus
    Activity is created in JobNimbus Instant
  • JobNimbus
    Activity is updated in JobNimbus Instant
  • JobNimbus
    Activity is deleted in JobNimbus Instant
Arrow Right
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
  • JobNimbus
    Search contact in JobNimbus
  • JobNimbus
    Create contact in JobNimbus
  • JobNimbus
    Get contact by id in JobNimbus
  • JobNimbus
    Create job in JobNimbus
  • JobNimbus
    Create task in JobNimbus
  • JobNimbus
    Create Attachment in JobNimbus

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Ready Workflows Ready Workflows for Follow Up Boss + JobNimbus Integration

Create contacts, update job details, sync tasks, and log calls, all in just one click.

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

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

Create Follow Up Boss deal from new JobNimbus contact

Anytime a new contact is created in your JobNimbus, 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 JobNimbus - 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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JobNimbus + Follow Up Boss Integration

Create Follow Up Boss task for new JobNimbus contact

In JobNimbus, 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.
See more
Follow Up Boss + JobNimbus Integration

Create JobNimbus 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 - JobNimbus integration, anytime a new Follow Up Boss contact is created, an JobNimbus 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.
See more
Follow Up Boss + JobNimbus Integration

Create JobNimbus task for new Follow Up Boss contact

In Follow Up Boss, when you create a contact, it automatically creates a task in JobNimbus 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
  • 1of1
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 Follow Up Boss + JobNimbus flow

Send appointment notifications, track contractor invoicing, and log project documents as soon as leads move through your pipeline. Pick a combination and activate it in one click.

Follow Up Boss
JobNimbus
+
GmailGmail (3)
+
Meta Lead AdsMeta Lead Ads (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
PandaDocPandaDoc (3)
+
Google CalendarGoogle Calendar (3)
+
TwilioTwilio (3)
G
F
J
Add every new Gmail lead as a Follow Up Boss contact and create a corresponding record in JobNimbus
New email leads appear in Follow Up Boss and JobNimbus instantly through Gmail, removing manual copy-pasting.
F
J
G
Send a confirmation email via Gmail when a Follow Up Boss contact is created and added to JobNimbus
Acknowledge new Follow Up Boss contacts immediately in Gmail while updating your JobNimbus database.
F
J
G
When a Follow Up Boss deal is updated, update the job in JobNimbus and notify your team via Gmail
Keep job details synchronized across JobNimbus and alert team members in Gmail whenever deal information changes.

Supported triggers and actions for Follow Up Boss and JobNimbus

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
Try it →
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
Try it →
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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JobNimbus
JobNimbus Triggers & Actions
Instant
Contact is created in JobNimbus
Triggers the automation when a new contact is created
Try it →
Instant
Contact is updated in JobNimbus
Triggers the automation when a contact is updated
Try it →
Instant
Contact is deleted in JobNimbus
Triggers the automation when a contact is removed from the particular list
Try it →
Instant
Work order is created in JobNimbus
Triggers the automation when a work order is created
Try it →
Instant
Work order is updated in JobNimbus
Triggers the automation when a work order is updated
Try it →
Instant
Work order is deleted in JobNimbus
Triggers the automation when a work order is deleted
Try it →
Instant
Material order is created in JobNimbus
Triggers the automation when a material order is created
Try it →
Instant
Material order is updated in JobNimbus
Triggers the automation when a material order is modified
Try it →
Instant
Material order is deleted in JobNimbus
Triggers the automation when a material order is deleted
Try it →
Instant
Task is created in JobNimbus
Triggers the automation when a new task is created
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Instant
Task is updated in JobNimbus
Triggers the automation when any task is updated
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Instant
Task is deleted in JobNimbus
Triggers the automation when a task is deleted
Try it →
Instant
Job is created in JobNimbus
Triggers the automation when a new job is created
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Instant
Job is updated in JobNimbus
Triggers the automation when a job is updated
Try it →
Instant
Job is deleted in JobNimbus
Triggers the automation when any job is deleted
Try it →
Instant
Invoice is created in JobNimbus
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is updated in JobNimbus
Triggers the automation when an invoice is updated
Try it →
Instant
Invoice is deleted in JobNimbus
Triggers the automation when an invoice is deleted
Try it →
Instant
Estimate is created in JobNimbus
Triggers the automation when a new estimate is created
Try it →
Instant
Estimate is updated in JobNimbus
Triggers the automation when any estimate is modified
Try it →
Instant
Estimate is deleted in JobNimbus
Triggers the automation when any estimate is deleted
Try it →
Instant
Activity is created in JobNimbus
Triggers the automation when a new activity is created
Try it →
Instant
Activity is updated in JobNimbus
Triggers the automation when an activity is updated
Try it →
Instant
Activity is deleted in JobNimbus
Triggers the automation when any activity is deleted
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Search contact in JobNimbus
Retrieves contact information
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Create contact in JobNimbus
Adds a new contact to the database
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Get contact by id in JobNimbus
Retrieves a contact's information based on their id
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Create job in JobNimbus
Generates new job
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Create task in JobNimbus
Creates a new task
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Create Attachment in JobNimbus
Generates and add attachments to the selected item
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What can you automate with Follow Up Boss + JobNimbus?

Streamline your sales-to-production workflow by syncing contacts, jobs, estimates, and updates between Follow Up Boss and JobNimbus automatically.

What you can automate?
🔄
Sync contacts and deals instantly
Sync every new contact and deal from Follow Up Boss directly into JobNimbus as a new job, eliminating manual data entry between your CRM and contractor software.
📝
Capture every custom field and note
Capture every custom field, note, and contact detail submitted in Follow Up Boss and map them accurately into JobNimbus records.
📢
Trigger instant team notifications
Alert your production and sales teams the moment a new estimate or work order is created across platforms.
🔀
Route deals based on tier conditions
Route high-value Follow Up Boss deals into priority JobNimbus queues while sending standard inquiries to regular project stages.
🔄
Keep destination records up to date
Keep JobNimbus job statuses and Follow Up Boss deal stages perfectly aligned as projects progress through your pipeline.
🔍
Prevent duplicate entries
Search existing records before creating new entries to prevent duplicate contacts and messy databases across both apps.
💰
Manage billing and lifecycle stages
Automatically update deal stages and project records when estimates, work orders, or invoices are created or modified in JobNimbus.
🔌
Extend workflows with email alerts
Connect Gmail to email clients automatically when new jobs are created or when project updates occur in your core pair.
And much more...

Who is Follow Up Boss + JobNimbus integration for?

Contractors and real estate teams managing client leads and field projects need seamless handoffs so no job details are lost between sales and production.

Sales Managers
Sales Managers
Field Operations Teams
Field Operations Teams
Account Executives
Account Executives
Roofing Contractors
Roofing Contractors
Project Coordinators
Project Coordinators
Customer Success Specialists
Customer Success Specialists
📈
Sales Managers
You're tracking agent activity and pipeline health in Follow Up Boss, but your conversion reports are always delayed because reps manually copy records into JobNimbus at the end of the week — automating both apps means every contact and deal syncs instantly so your reporting dashboard reflects real-time pipeline activity.
Field Operations Teams
You need to act fast on new roofing projects, and you find out too late when estimates stall because updates sit in Follow Up Boss before reaching JobNimbus — with this integration, every project handover triggers immediately so your field crews start work without missing a beat.
🤝
Account Executives
You answer to a client or an outside party who wants to see progress, but tracking client communications across Follow Up Boss and JobNimbus leaves gaps in your update reports — connecting these apps means every customer touchpoint and job status flows automatically into a clear timeline.
🏗️
Roofing Contractors
The volume of inbound leads is too high for anyone to keep up by hand when managing dozens of prospects in Follow Up Boss and turning them into production jobs in JobNimbus — automating both apps means high lead volumes transfer without manual copy-pasting.
📋
Project Coordinators
You own the next step and depend on someone upstream to hand over client files, but leads created in Follow Up Boss often stall before getting scheduled in JobNimbus — integrating these apps means new contacts instantly generate corresponding jobs and tasks so production can begin right away.
🗂️
Customer Success Specialists
You need a reliable customer history and keep finding gaps in it because client notes logged in Follow Up Boss never make it to JobNimbus project files — this integration means all activity history and deal updates remain perfectly synchronized across both platforms.
Our team

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Why choose Integrately to automate Follow Up Boss + JobNimbus

Build and manage your Follow Up Boss + JobNimbus 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 + JobNimbus 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.
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How Integrately Works?

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Automation is ready
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Frequently Asked Questions

How do I connect Follow Up Boss to JobNimbus?
Frequently Asked Questions
You can connect Follow Up Boss to JobNimbus in 1 click using ready templates or ask Integrately AI to build the integration. You can also add apps like Gmail, QuickBooks Online, and Twilio to extend your workflow.
Can I automatically create a JobNimbus job when a new Follow Up Boss contact is created?
Frequently Asked Questions
Can I connect Follow Up Boss, JobNimbus, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and JobNimbus?
Frequently Asked Questions
How does the integration handle contact updates between Follow Up Boss and JobNimbus?
Frequently Asked Questions
Can I trigger automated workflows when a JobNimbus work order is updated?
Frequently Asked Questions
Do I need coding skills to set up Follow Up Boss and JobNimbus automations?
Frequently Asked Questions
Is the Follow Up Boss and JobNimbus integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or JobNimbus With 1500+ Other Apps

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