Follow Up Boss + Kartra Integration

Integrate Follow Up Boss to Kartra in one click, or tell Integrately AI how you want each lead handled. Capture lead details, create contacts, update deals, and trigger action plans 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
  • Kartra
    Lead fills form in Kartra Instant
  • Kartra
    Customer buys a product in Kartra Instant
  • Kartra
    Tag is assigned to lead in Kartra Instant
  • Kartra
    Tag is unassigned to lead in Kartra Instant
  • Kartra
    Lead is unsubscribed from list in Kartra Instant
  • Kartra
    Lead visits a Kartra page in Kartra Instant
  • Kartra
    Lead is subscribed to list in Kartra Instant
  • Kartra
    Lead is subscribed to sequence in Kartra Instant
  • Kartra
    Membership revoked from a lead in Kartra Instant
  • Kartra
    Lead reaches score for the first time in Kartra Instant
  • Kartra
    Lead is unsubscribed from sequence in Kartra Instant
  • Kartra
    Lead completes a sequence in Kartra Instant
  • Kartra
    Membership granted to a lead in Kartra Instant
  • Kartra
    Lead clicks on page split test link in Kartra Instant
  • Kartra
    Lead completes calendar in Kartra Instant
  • Kartra
    Lead registers to a calendar in Kartra Instant
  • Kartra
    Lead plays the video in Kartra Instant
  • Kartra
    Lead completes video in Kartra Instant
  • Kartra
    Calender subscription is cancelled in Kartra Instant
  • Kartra
    Affiliate signs up for product in Kartra Instant
  • Kartra
    Order is partially refunded in Kartra Instant
  • Kartra
    Order is refunded in Kartra 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
  • Kartra
    Create lead in Kartra
  • Kartra
    Assign tag to lead in Kartra
  • Kartra
    Search lead by email in Kartra
  • Kartra
    Unassign tag to lead in Kartra
  • Kartra
    Remove points from lead in Kartra
  • Kartra
    Give points to lead in Kartra
  • Kartra
    Unsubscribe lead from a list in Kartra
  • Kartra
    Get lead by ID in Kartra
  • Kartra
    Subscribe lead to list in Kartra
  • Kartra
    Update lead in Kartra
  • Kartra
    Subscribe lead to a sequence in Kartra
  • Kartra
    Subscribe lead to calendar in Kartra
  • Kartra
    Cancel subscription to calendar in Kartra
  • Kartra
    Unsubscribe lead from a sequence in Kartra
  • Kartra
    Create custom field in Kartra
  • Kartra
    Refund a payment transaction in Kartra

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Follow Up Boss + Kartra Integration

Capture leads, organise responses, update contact stages, trigger action plans, and send follow-ups, all in just one click.

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

Create Kartra lead for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use Kartra to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding lead will automatically be created in Kartra.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
Kartra + Follow Up Boss Integration

Create Follow Up Boss contact for new Kartra optin form response

When someone completes your Kartra, a new contact is automatically created in your Follow Up Boss. This way, you can quickly follow up with the optin form response and turn them into a customer!

Plus, all of the information from the Kartra is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Kartra - Follow Up Boss integration set up makes it easy to manage your customer relationships and grow your business.
See more
Kartra + Follow Up Boss Integration

Create Follow Up Boss contact from new Kartra order

As an online store owner, you're likely using Kartra to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate Kartra with Follow Up Boss? This integration will allow you to automatically create a contact for each new order in Follow Up Boss.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
Kartra + Follow Up Boss Integration

Create Follow Up Boss task for new Kartra optin form response

It's important to stay on top of your customer relationships, and one way to do that is to create Follow Up Boss tasks for new Kartra optin form responses received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Follow Up Boss task for new Kartra optin form response received today - your customers will thank you for it!
See more
Kartra + Follow Up Boss Integration

Create Follow Up Boss deal for new Kartra optin form response

Integrating your Follow Up Boss with your Kartra, can help you automatically create new deals based on optin form responses recieved. This saves you time and ensures that no opportunities are missed. Plus, it makes it easy to track progress and follow up with customers.

This Kartra - Follow Up Boss integration is an incredibly powerful way to streamline your workflow and ensure that every new lead is followed up on in a timely manner. As a result, it helps you improve your customer relationships and grow your business more effectively.
See more
  • 1of2
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 + Kartra flow

Sync customer data with marketing, scheduling, billing, and communication tools as your pipeline grows. Pick a combination and activate it in one click.

Follow Up Boss
Kartra
+
Google CalendarGoogle Calendar (8)
+
CalendlyCalendly (8)
+
MailchimpMailchimp (8)
+
TwilioTwilio (8)
+
SlackSlack (8)
+
StripeStripe (8)
K
F
G
When a new lead fills a form in Kartra, create contact without triggering action plans in Follow Up Boss and create event in Google Calendar.
New Kartra leads instantly appear in Follow Up Boss as contacts and block out time in Google Calendar, so your sales team never misses a follow-up.
K
F
G
When a customer buys a product in Kartra, create note in Follow Up Boss and create event in Google Calendar.
Kartra product purchases automatically log a purchase note in Follow Up Boss and schedule an onboarding event in Google Calendar.
F
K
G
When Contact is created in Follow Up Boss, create lead in Kartra and create event in Google Calendar.
New Follow Up Boss contacts instantly generate a corresponding lead in Kartra and book an introductory consultation in Google Calendar.
K
F
G
Create a Follow Up Boss task for every Kartra calendar completion, and schedule the follow-up in Google Calendar.
Kartra calendar completions automatically generate a Follow Up Boss task and block out preparation time in Google Calendar.
F
K
G
If a Follow Up Boss contact stage is updated to hot, create lead in Kartra and schedule a strategy session in Google Calendar.
Hot Follow Up Boss contacts automatically create a Kartra lead and schedule an urgent strategy session in Google Calendar.
F
K
G
When an Appointment is created in Follow Up Boss, update lead in Kartra and create event in Google Calendar.
Follow Up Boss appointments update lead records in Kartra and ensure your team calendar stays synchronised in Google Calendar.
F
K
G
C
Use ChatGPT to summarise every new Follow Up Boss deal, update lead in Kartra, and create event in Google Calendar.
ChatGPT summarises new Follow Up Boss deals, updates your Kartra lead records, and schedules review slots in Google Calendar.
K
F
G
S
Turn every Kartra product purchase into a Follow Up Boss deal, schedule onboarding in Google Calendar, and notify your sales channel in Slack.
Kartra purchases create Follow Up Boss deals, schedule Google Calendar onboarding sessions, and alert your sales team in Slack.

Supported triggers and actions for Follow Up Boss and Kartra

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
Try it →
Instant
Contact is created in Follow Up Boss
Triggers the automation when a new contact is created
Try it →
Instant
Tag is added to contact in Follow Up Boss
Triggers the automation when a tag is added
Try it →
Instant
Person stage is updated in Follow Up Boss
Triggers the automation when a person's stage is updated
Try it →
Instant
Deal is created in Follow Up Boss
Triggers the automation when a deal is created
Try it →
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
Try it →
Get contact by id in Follow Up Boss
Try it →
Add relationship in Follow Up Boss
Adds a new relationship.
Try it →
Search deal in Follow Up Boss
Retrieves and find a deal
Try it →
Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
Try it →
Create contact without triggering action plans in Follow Up Boss
Adds new contact without initiating any automated follow-up sequences
Try it →
Search contact in Follow Up Boss
Finds and retrieves contact information
Try it →
Add tags to a contact in Follow Up Boss
Adds tags to a contact
Try it →
Update contact without triggering action plans in Follow Up Boss
Updates contact details without initiating any action sequences
Try it →
Reassign agent in Follow Up Boss
Reassigns the task to a different agent
Try it →
Change stage of a contact in Follow Up Boss
Updates the stage of a contact based on particular criteria
Try it →
Create note in Follow Up Boss
Creates a new note in the particular format
Try it →
Create deal in Follow Up Boss
Generates a new deal with
Try it →
Create inquiry or website event in Follow Up Boss
Creates a new inquiry or logs a website event
Try it →
Apply an action plan to a contact in Follow Up Boss
Applies an action plan to a contact
Try it →
Create collaborators in Follow Up Boss
Invites team members to collaborate on projects and share resources
Try it →
Pause an action plan for a contact in Follow Up Boss
Pauses the action plan for a contact
Try it →
Create task in Follow Up Boss
Creates a new task
Try it →
Log call in Follow Up Boss
Record and save call details for future reference
Try it →
Kartra
Kartra Triggers & Actions
Instant
Lead fills form in Kartra
Triggers the automation when a lead fills out a form
Try it →
Instant
Customer buys a product in Kartra
Triggers the automation when a customer completes a purchase of a product
Try it →
Instant
Tag is assigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Tag is unassigned to lead in Kartra
Triggers the automation when a tag is added
Try it →
Instant
Lead is unsubscribed from list in Kartra
Triggers the automation when any lead is unsubscribed from the mailing list
Try it →
Instant
Lead visits a Kartra page in Kartra
Triggers the automation when a lead visits a Kartra page
Try it →
Instant
Lead is subscribed to list in Kartra
Triggers the automation when a lead is subscribed to a list
Try it →
Instant
Lead is subscribed to sequence in Kartra
Triggers the automation when a lead is subscribed to a sequence
Try it →
Instant
Membership revoked from a lead in Kartra
Triggers the automation when a lead's membership is revoked
Try it →
Instant
Lead reaches score for the first time in Kartra
Triggers the automation when a lead reaches a score for the first time
Try it →
Instant
Lead is unsubscribed from sequence in Kartra
Triggers the automation when any lead is unsubscribed from a sequence
Try it →
Instant
Lead completes a sequence in Kartra
Triggers the automation when a lead finishes a designated sequence of actions
Try it →
Instant
Membership granted to a lead in Kartra
Triggers the automation when membership is granted to a lead
Try it →
Instant
Lead clicks on page split test link in Kartra
Try it →
Instant
Lead completes calendar in Kartra
Triggers the automation when a lead completes a calendar event
Try it →
Instant
Lead registers to a calendar in Kartra
Triggers the automation when a lead registers for an event or appointment in a calendar
Try it →
Instant
Lead plays the video in Kartra
Triggers the automation when a video is played by a lead
Try it →
Instant
Lead completes video in Kartra
Triggers the automation when a lead completes a video
Try it →
Instant
Calender subscription is cancelled in Kartra
Triggers the automation when a calendar subscription is cancelled
Try it →
Instant
Affiliate signs up for product in Kartra
Triggers the automation when any affiliate signs up for a particular product
Try it →
Instant
Order is partially refunded in Kartra
Triggers the automation when a partial refund is issued for an order
Try it →
Instant
Order is refunded in Kartra
Triggers the automation when any order is refunded
Try it →
Create lead in Kartra
Generates new leads for potential customers
Try it →
Assign tag to lead in Kartra
Assigns a tag to a lead based on predefined criteria
Try it →
Search lead by email in Kartra
Retrieves information for a particular lead using their email
Try it →
Unassign tag to lead in Kartra
Unassigns a tag from a lead
Try it →
Remove points from lead in Kartra
Deducts points from a lead
Try it →
Give points to lead in Kartra
Assigns points to the designated lead
Try it →
Unsubscribe lead from a list in Kartra
Removes a lead from a mailing list
Try it →
Get lead by ID in Kartra
Retrieves a lead's information based on their id
Try it →
Subscribe lead to list in Kartra
Subscribes a lead to a list
Try it →
Update lead in Kartra
Updates the lead information
Try it →
Subscribe lead to a sequence in Kartra
Subscribes a lead to a sequence
Try it →
Subscribe lead to calendar in Kartra
Subscribes a lead to a calendar
Try it →
Cancel subscription to calendar in Kartra
Stop receiving updates from the calendar subscription
Try it →
Unsubscribe lead from a sequence in Kartra
Removes lead from email sequence subscription
Try it →
Create custom field in Kartra
Creates a new marketing campaign
Try it →
Refund a payment transaction in Kartra
Processes a payment transaction refund
Try it →

What can you automate with Follow Up Boss + Kartra?

Streamline your sales and marketing operations by connecting every key event between Follow Up Boss and Kartra.

What you can automate?
🔄
Sync new leads and contacts instantly
Automatically create a Follow Up Boss contact the moment a lead fills out a form in Kartra, ensuring zero delay between marketing capture and sales outreach.
📋
Capture every submitted form field
Map all custom answers, dropdown selections, and survey responses from Kartra into detailed Follow Up Boss contact notes or custom fields instead of just names and emails.
🔔
Alert the right sales rep immediately
Trigger instant notifications in your team chat or via SMS whenever a high-value Kartra lead converts or purchases a product.
🔀
Route leads based on submitted data
Apply conditional logic to assign specific agents, add targeted tags, or enroll contacts in unique follow-up action plans based on what the prospect submitted.
✏️
Keep CRM records up to date as things change
Automatically update contact stages, deal values, and property associations in Follow Up Boss whenever lead status or membership access changes in Kartra.
🔍
Find and update instead of creating duplicates
Search for existing contact records by email before creating new entries, updating existing Follow Up Boss profiles with fresh Kartra purchase data.
💳
Handle later status changes and refunds
Automatically create tasks or update deal stages in Follow Up Boss when Kartra subscriptions are canceled, orders are refunded, or memberships are revoked.
🔌
Extend your workflow to external apps
Trigger downstream actions in Slack, Google Calendar, or Stripe the moment your core Follow Up Boss and Kartra automation completes.
And much more...

Who is Follow Up Boss + Kartra integration for?

Real estate teams, marketers, and sales leaders connect Follow Up Boss and Kartra to eliminate manual data entry and ensure seamless lead management across platforms.

Sales Operations Managers
Sales Operations Managers
Inside Sales Representatives
Inside Sales Representatives
Client Success Leads
Client Success Leads
High-Volume Real Estate Teams
High-Volume Real Estate Teams
Marketing Directors
Marketing Directors
CRM Administrators
CRM Administrators
📈
Sales Operations Managers
You're reporting on conversion metrics and pipeline velocity but your CRM numbers are always delayed because reps manually export leads from marketing tools, so the dashboard counts you review are hours behind — with this integration, every form submission and purchase updates your records instantly and your reporting stays accurate.
Inside Sales Representatives
You need to act fast on incoming leads and qualify them immediately, but you find out about new prospects hours after they convert on your landing pages, so hot leads go cold before anyone makes contact — with this integration, every new Kartra lead creates a Follow Up Boss contact the second it lands and your team reaches out first.
🤝
Client Success Leads
You answer to stakeholders who want immediate visibility into client onboarding progress and purchasing activity, but pulling data across multiple standalone platforms wastes hours every week, so keeping everyone updated becomes a constant administrative burden — with this integration, every customer purchase and deal update syncs automatically and stakeholder reports build themselves.
📊
High-Volume Real Estate Teams
The volume of inbound leads and form fills is too high for anyone to keep up by hand, and manual copying inevitably leads to missing contact details and duplicated records in your database, so opportunities slip through the cracks during peak campaign periods — with this integration, every submission is captured without manual effort and your database remains pristine.
🔄
Marketing Directors
You own the top of the funnel and depend on sales reps downstream to pick up leads and update stages, but communication gaps between marketing and sales obscure your true campaign ROI, so optimising ad spend feels like guesswork — with this integration, every marketing conversion ties directly to CRM deals and your pipeline attribution stays fully transparent.
🗂️
CRM Administrators
You need a reliable history of customer interactions and constantly find frustrating gaps in contact timelines caused by skipped manual entries, so auditing your database takes days of tedious cleanup — with this integration, every touchpoint is recorded systematically and your contact histories remain complete and audit-ready.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Follow Up Boss + Kartra

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

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Follow Up Boss to Kartra?
Frequently Asked Questions
You can connect Follow Up Boss to Kartra using 1-click automations on Integrately or ask Integrately AI to build the integration for you. Simply pick a ready workflow, connect your accounts, and sync contacts, deals, and form submissions instantly alongside 1,500+ other apps like Slack, Google Calendar, and Mailchimp.
Can I automatically create a Follow Up Boss contact when a lead fills out a form in Kartra?
Frequently Asked Questions
Can I connect Follow Up Boss, Kartra, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Kartra?
Frequently Asked Questions
How does Follow Up Boss handle lead stages during this integration?
Frequently Asked Questions
Can I sync Kartra purchases and customer tags with Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Kartra?
Frequently Asked Questions
Is the Follow Up Boss and Kartra integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Follow Up Boss or Kartra With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss to communication, property management, and analytics tools to streamline your agency workflows.
Kartra
Popular Kartra Integrations
Sync Kartra with email marketing, e-commerce, and webinar platforms to expand your digital marketing capabilities.
See All
Kartra Integrations arrow right
No popular apps found