Follow Up Boss + Lob Integration

Integrate Follow Up Boss to Lob in one click, or tell Integrately AI how you want each lead handled. Trigger direct mail campaigns, verify addresses, send personalized letters or postcards, and keep your pipeline moving automatically.

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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
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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
  • Lob
    Send letter in Lob
  • Lob
    Send postcard in Lob
  • Lob
    Verify US address in Lob
  • Lob
    Verify international address in Lob

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Ready Workflows Ready Workflows for Follow Up Boss + Lob Integration

Send direct mail to new contacts, verify mailing addresses, trigger postcards on stage updates, and mail follow-ups, all in just one click.

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

Send Lob message for new Follow Up Boss deal

Whenever a new deal is created in your Follow Up Boss, you'll want to communicate with your team to make sure everyone is on the same page. Sending Lob message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Follow Up Boss - Lob integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Follow Up Boss + Lob Integration

Send Lob message for new Follow Up Boss contact

Anytime a new contact is added to your Follow Up Boss, automatically send them a message through Lob letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Follow Up Boss - Lob integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Follow Up Boss + Lob flow

Teams often want to log mail campaigns in spreadsheets, alert agents in Slack, or email documents after physical mail goes out. Pick a combination and activate it in one click.

Follow Up Boss
Lob
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Google CalendarGoogle Calendar (4)
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GmailGmail (4)
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MailchimpMailchimp (4)
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DocuSignDocuSign (4)
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SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
F
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Send a Lob postcard when a Follow Up Boss contact is created, and schedule a follow-up in Google Calendar.
New contacts trigger automated direct mail in Lob while creating a scheduled review event in Google Calendar instantly.
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Verify US addresses in Lob for new Follow Up Boss contacts, and add a review task in Google Calendar.
Verify mailing addresses via Lob and block calendar time in Google Calendar when new contacts arrive in Follow Up Boss.
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When a Follow Up Boss person stage updates, send a Lob letter and update the calendar meeting in Google Calendar.
Pipeline stage changes trigger physical letters in Lob and update corresponding meetings in Google Calendar automatically.
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Send a Lob welcome letter on Follow Up Boss deal creation, and schedule a milestone in Google Calendar.
New deals trigger physical welcome packages via Lob and block critical closing dates in Google Calendar.

Supported triggers and actions for Follow Up Boss and Lob

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
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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
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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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Lob
Lob Triggers & Actions
No trigger is available
Send letter in Lob
Sends a letter
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Send postcard in Lob
Sends a physical postcard to a designated recipient
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Verify US address in Lob
Validates and ensure accuracy of us addresses
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Verify international address in Lob
Verify the validity of an international address
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What can you automate with Follow Up Boss + Lob?

Streamline your real estate outreach by automating direct mail delivery, address verification, and contact updates between Follow Up Boss and Lob.

What you can automate?
📬
Send direct mail from CRM triggers
Automatically dispatch physical letters and postcards via Lob the moment a new contact or deal is created in Follow Up Boss. Eliminate manual trip planning to the post office and print files directly from your CRM workflows.
📍
Verify US and international addresses instantly
Validate recipient mailing addresses using Lob's verification tools before sending collateral. Prevent returned mail and protect your marketing budget from bad address data.
🔔
Alert team members on mail dispatch
Notify sales agents and operations staff in Slack or via email whenever physical mail goes out. Keep your entire team aligned on client outreach milestones.
🔀
Route mail based on contact tags
Send different letter templates or postcards depending on contact hotness, tags, or deal stages in Follow Up Boss. Tailor your physical outreach to match specific buyer tiers.
🔄
Keep records updated as stages change
Update CRM records and tracking sheets automatically as leads move through your sales pipeline. Maintain accurate audit trails across all your systems.
🔍
Search and update existing contacts
Search for existing contact records in Follow Up Boss before triggering mail actions, preventing duplicate entries and redundant mail pieces.
📈
Manage deal milestones and stage updates
Trigger automated physical fulfillment whenever a deal is created or updated in Follow Up Boss. Ensure closing milestones receive immediate physical collateral.
💬
Extend workflows to Slack and spreadsheets
Connect your Follow Up Boss and Lob automation with Slack to notify teams or Google Sheets to log mail performance metrics in real time.
And much more...

Who is Follow Up Boss + Lob integration for?

Real estate agents, sales teams, and marketers scaling outreach find this integration essential for automating physical direct mail campaigns without manual data entry.

Marketing directors
Marketing directors
Real estate sales agents
Real estate sales agents
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Deal closers
Deal closers
Compliance officers
Compliance officers
📊
Marketing directors
You're tracking direct mail campaigns and contact growth in Follow Up Boss, but your outreach reports only reflect data after manual exports, so the audience numbers you review are always outdated — with this integration, every contact update lands in your tracking sheets instantly and your reports stay current.
⚡
Real estate sales agents
You manage incoming leads in Follow Up Boss, but printing and mailing letters by hand takes precious hours away from calls, so hot prospects receive welcome packages too late — automating both apps means every new contact triggers physical mail immediately.
🤝
Client success managers
You update client milestones in Follow Up Boss, but stakeholders miss key engagement steps when physical fulfillment is tracked separately, so clients feel neglected during onboarding — this integration means automated letters keep every party informed.
📋
Operations coordinators
You process high volumes of property buyers in Follow Up Boss, but manually verifying mailing addresses and dispatching mail creates massive bottlenecks, so team capacity breaks down — connecting these apps means automated address checks and mailing run at full scale.
🎯
Deal closers
You advance deals through stages in Follow Up Boss, but closing documents and physical mailers stall when handed to admin staff manually, so deals lose momentum — automating both apps means physical collateral dispatches the moment stage rules trigger.
🗂️
Compliance officers
You record client communications in Follow Up Boss, but physical mail dispatch logs are often lost or unlinked from contact histories, so audit trails have major gaps — with this integration, every mail event syncs cleanly into your workflow records.
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Why choose Integrately to automate Follow Up Boss + Lob

Build and manage your Follow Up Boss + Lob 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 + Lob 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
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Select a trigger from Google Sheets
2
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Follow Up Boss to Lob?
Frequently Asked Questions
You can connect Follow Up Boss to Lob in one click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking Follow Up Boss, Lob, Google Calendar, and Slack.
Can I automatically send physical mail when new contacts are created in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Lob, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Lob?
Frequently Asked Questions
How does Follow Up Boss handle contact data and stage updates in integrations?
Frequently Asked Questions
How does Lob verify addresses before sending direct mail?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Lob?
Frequently Asked Questions
Is the Follow Up Boss and Lob integration free?
Frequently Asked Questions
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