Follow Up Boss + Monday.com Integration

Integrate Follow Up Boss to Monday.com in one click, or tell Integrately AI how you want each contact handled. Track every lead, update project boards, alert your team, and trigger follow-ups 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
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
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2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Add relationship 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
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready Workflows Ready Workflows for Follow Up Boss + Monday.com Integration

Capture leads, organise projects, keep boards updated, alert your team, and send follow-ups, all in just one click.

Most popular automationmost-popular-automations
Follow Up Boss + Monday.com Integration

Create Monday.com item for new Follow Up Boss contact

Follow Up Boss and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Follow Up Boss + Monday.com Integration

Create Monday.com item for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a item in Monday.com to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Monday.com, creating item in Monday.com is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding item in Monday.com to keep your team up-to-date.
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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 + Monday.com flow

Sync your leads and project boards with email, marketing, document signing, and communication tools. Pick a combination and activate it in one click.

Follow Up Boss
Monday.com
+
GmailGmail (4)
+
MailchimpMailchimp (4)
+
DocuSignDocuSign (4)
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SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
CalendlyCalendly (4)
F
M
G
Add every new Follow Up Boss contact to your Monday.com board, and send a notification email in Gmail
New Follow Up Boss contacts appear instantly as items in your Monday.com board while Gmail sends a notification, eliminating manual data entry.
F
M
G
When a Monday.com item is updated, update the contact in Follow Up Boss and send a confirmation email in Gmail
Keep Follow Up Boss aligned with project updates in Monday.com and notify stakeholders via Gmail automatically.
F
M
G
If a Follow Up Boss contact is updated, update the Monday.com item and send a status update via Gmail
Synchronise modified contact details from Follow Up Boss directly into Monday.com and email your team through Gmail.
F
M
G
Use Claude to summarise new Follow Up Boss contacts, create a Monday.com item, and send a digest via Gmail
Claude analyses new Follow Up Boss contacts, populates Monday.com items, and emails team summaries through Gmail.

Supported triggers and actions for Follow Up Boss and Monday.com

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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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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Get contact by id in Follow Up Boss
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Search deal in Follow Up Boss
Retrieves and find a deal
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Add relationship in Follow Up Boss
Adds a new relationship.
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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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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Move item to board in Monday.com
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Move item to group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
Try it →

What can you automate with Follow Up Boss + Monday.com?

Streamline your sales pipeline and project tracking with automated record syncs and task management.

What you can automate?
🔄
Sync Follow Up Boss contacts to Monday.com boards automatically
Every new contact created in Follow Up Boss generates a corresponding item in your Monday.com board without manual data entry. Your sales and project teams stay perfectly aligned.
📋
Capture every submitted field in your boards
Map all available contact details, tags, and stage updates into separate Monday.com columns. Your tracking boards become a comprehensive source for review and execution.
🔔
Alert your team the moment a lead arrives
Trigger instant team notifications in Slack or email whenever a new contact or deal is created in Follow Up Boss and added to Monday.com.
🔀
Route records based on submitted contact fields
Send high-priority leads to specific Monday.com boards or groups based on contact tags, deal values, or stage updates while routing standard inquiries elsewhere.
🔄
Keep project boards updated as records change
When contact details or deal stages update in Follow Up Boss, the corresponding items in Monday.com update automatically to reflect current project status.
🔍
Add or update records without creating duplicates
Search existing board items before creating new ones. Update active Monday.com records when Follow Up Boss contacts are modified instead of generating clutter.
⏱️
Handle later deal stage and status changes
Manage milestone transitions seamlessly by updating Monday.com boards when Follow Up Boss deals close, appointments occur, or stages advance.
🔗
Extend your workflow to external collaboration tools
Connect your core Follow Up Boss and Monday.com flow to Gmail, Slack, or Google Drive to dispatch documents, send emails, and notify stakeholders.
And much more...

Who is Follow Up Boss + Monday.com integration for?

Sales agents, project managers, and operations teams depend on seamless coordination between client management and task tracking to keep deals moving without manual bottlenecks.

Operations directors
Operations directors
Sales managers
Sales managers
Account managers
Account managers
Lead coordinators
Lead coordinators
Project coordinators
Project coordinators
Customer success teams
Customer success teams
📈
Operations directors
You're overseeing pipeline velocity across multiple channels, but your project boards only update when someone manually exports leads, so the task counts you're reviewing are always a few hours behind — this integration means every new lead populates your Monday.com board instantly and your metrics stay current.
⚡
Sales managers
You need your team to act fast on incoming client requests, but manual data entry between Follow Up Boss and your task tracker delays responses by hours — automating both apps means every contact generates a Monday.com item immediately so reps can follow up without delay.
🤝
Account managers
You answer to clients who expect project milestones to match their CRM status, but keeping both systems aligned by hand leads to missed updates — with this integration, stage changes in Follow Up Boss update your Monday.com boards automatically and client reporting stays accurate.
📊
Lead coordinators
The volume of incoming prospects is too high for anyone to keep up by hand, resulting in scattered data and dropped tasks — connecting these apps means every new contact and deal flows straight into your tracking boards without manual transcription errors.
🔄
Project coordinators
You own the operational execution and depend on sales reps to hand over client details before work can begin, but manual handoffs cause frustrating delays — automating these platforms means every deal created in Follow Up Boss triggers project setup in Monday.com instantly.
🗂️
Customer success teams
You need a reliable history of client interactions and project tasks, but fragmented records keep leaving gaps in your account timelines — this integration means every contact, note, and board item stays fully synchronized across both systems.
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Why choose Integrately to automate Follow Up Boss + Monday.com

Build and manage your Follow Up Boss + Monday.com 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 + Monday.com 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?

1
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2
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Frequently Asked Questions

How do I connect Follow Up Boss to Monday.com?
Frequently Asked Questions
You can connect Follow Up Boss to Monday.com in 1 click using ready templates or Integrately AI. Sync data across Gmail, Slack, and 1,500+ other apps effortlessly.
Can I automatically create Monday.com items when a Follow Up Boss contact is created?
Frequently Asked Questions
Can I connect Follow Up Boss, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Monday.com?
Frequently Asked Questions
How does Follow Up Boss handle contact updates in this integration?
Frequently Asked Questions
How does Monday.com trigger updates back to Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Monday.com?
Frequently Asked Questions
Is the Follow Up Boss and Monday.com integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Monday.com With 1500+ Other Apps

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Monday.com
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Sync Monday.com with reporting tools, document managers, and development systems to keep your project data connected.
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