Follow Up Boss + Ontraport Integration

Integrate Follow Up Boss to Ontraport in one click, or tell Integrately AI how you want each contact handled. Capture new leads, update your CRM records, sync contact stages, 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
  • Ontraport
    Contact is created in Ontraport
  • Ontraport
    Tag is added in Ontraport Instant
  • Ontraport
    Tag is removed in Ontraport Instant
  • Ontraport
    Form is submitted in Ontraport Instant
  • Ontraport
    Transaction is created in Ontraport
  • Ontraport
    Form is created in Ontraport
  • Ontraport
    Group is created in Ontraport
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2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Update deal 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
  • Ontraport
    Create transaction in Ontraport
  • Ontraport
    Update product in Ontraport
  • Ontraport
    Search product by name in Ontraport
  • Ontraport
    Create product in Ontraport
  • Ontraport
    Create contact in Ontraport
  • Ontraport
    Update contact in Ontraport
  • Ontraport
    Search contact in Ontraport
  • Ontraport
    Get transaction by Id in Ontraport
  • Ontraport
    Search campaign in Ontraport

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Ready Workflows Ready Workflows for Follow Up Boss + Ontraport Integration

Capture leads, organise responses, update contact records, alert your team, and send follow-ups, all in just one click.

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

Create Follow Up Boss contact for new Ontraport response

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

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

Create Follow Up Boss contact for new Ontraport contact

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Follow Up Boss contact and Ontraport contact can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Ontraport + Follow Up Boss Integration

Create Follow Up Boss deal for new Ontraport response

Integrating your Follow Up Boss with your Ontraport, can help you automatically create new deals based on 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 Ontraport - 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.
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Ontraport + Follow Up Boss Integration

Create Follow Up Boss deal for new Ontraport contact

This automation makes it easy to create new deals in Follow Up Boss when a new contact is created in Ontraport. Just connect your accounts, and every time a new contact is created in Ontraport, a new deal will automatically be created in Follow Up Boss.

This integration makes it easy to keep your sales and marketing data in sync, so you can always have accurate information about your interactions with potential and current customers.
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Ontraport + Follow Up Boss Integration

Create Follow Up Boss task for new Ontraport 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 Ontraport 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 Ontraport response received today - your customers will thank you for it!
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Ontraport + Follow Up Boss Integration

Create Follow Up Boss task for new Ontraport contact

Follow Up Boss and Ontraport are two powerful cloud-based tools that can be used to improve business productivity. Using this Follow Up Boss - Ontraport integration, you can automatically create task in Follow Up Boss whenever a new contact is created in Ontraport.

This allows you to keep track of all your potential leads in one place and make sure that you don't forget to follow up with any new leads. Also, setting up this automation is quick and easy, and can be done with just a few clicks!
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Connect more apps to your Follow Up Boss + Ontraport flow

Connect scheduling, email marketing, and communication tools to extend your CRM workflow. Pick a combination and activate it in one click.

Follow Up Boss
Ontraport
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Facebook Lead AdsFacebook Lead Ads (4)
+
Google CalendarGoogle Calendar (4)
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MailchimpMailchimp (4)
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CalendlyCalendly (4)
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TwilioTwilio (4)
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SlackSlack (4)
F
F
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Add every Facebook Lead Ads submission to Follow Up Boss, and create the contact in Ontraport
Every Facebook Lead Ads submission populates Follow Up Boss and Ontraport instantly, eliminating manual data entry.
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F
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When a Facebook Lead Ads form is submitted, update Follow Up Boss and create a contact in Ontraport
Keep Follow Up Boss and Ontraport synchronized when new Facebook Lead Ads submissions arrive.
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F
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If a Facebook Lead Ads lead arrives, add a note in Follow Up Boss and create an Ontraport contact
Log ad details in Follow Up Boss notes while registering the contact in Ontraport.
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F
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When a Facebook Lead Ads lead is captured, apply an action plan in Follow Up Boss and update Ontraport
Trigger automated action plans in Follow Up Boss and update contact records in Ontraport.

Supported triggers and actions for Follow Up Boss and Ontraport

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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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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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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Ontraport
Ontraport Triggers & Actions
Contact is created in Ontraport
Triggers the automation when a new contact is created
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Instant
Tag is added in Ontraport
Triggers the automation when a tag is added
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Instant
Tag is removed in Ontraport
Triggers the automation when a tag is added
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Instant
Form is submitted in Ontraport
Triggers the automation when a form is filled
Try it →
Transaction is created in Ontraport
Triggers the automation when a new transaction is created
Try it →
Form is created in Ontraport
Triggers the automation when a new form is created
Try it →
Group is created in Ontraport
Triggers the automation when a new group is created
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Create transaction in Ontraport
Records a new transaction
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Update product in Ontraport
Modifies an existing product
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Search product by name in Ontraport
Finds a product based on its name
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Create product in Ontraport
Adds a new product to the system
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Create contact in Ontraport
Adds a new contact to the database
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Update contact in Ontraport
Updates contact information with new details
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Search contact in Ontraport
Finds and retrieves contact information
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Get transaction by Id in Ontraport
Retrieves a transaction using its id
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Search campaign in Ontraport
Searches for a campaign
Try it →

What can you automate with Follow Up Boss + Ontraport?āĶŋāĶļ⧇āͰ

Streamline your sales and marketing workflows by connecting every contact event across Follow Up Boss and Ontraport.

What you can automate?
🔄
Sync new contacts instantly between Follow Up Boss and Ontraport
Every new contact created in Follow Up Boss is automatically registered in Ontraport the moment it arrives, ensuring your sales and marketing databases stay perfectly aligned without manual export work.
📋
Capture every submitted field across your forms and profiles
Map complete form submissions and contact attributes from Follow Up Boss directly into Ontraport fields instead of only transferring basic names and emails.
🔔
Notify the right team member the moment a contact updates
Alert your sales agents in real time whenever a contact stage changes or a hot lead is assigned in Follow Up Boss or Ontraport.
🔀
Route records conditionally based on submitted contact data
Send high-value leads to specific Ontraport campaigns or Follow Up Boss action plans depending on the lead score and hotness rating provided.
📊
Keep your contact records up to date as pipeline stages shift
Automatically update contact stages in Follow Up Boss whenever deals or transactions are modified in Ontraport, maintaining complete pipeline accuracy.
🔍
Search and update instead of creating duplicate records
Check existing database records in Follow Up Boss and Ontraport before creating new entries, preventing duplicate contacts and messy pipelines.
ðŸ’ģ
Handle later status changes like transactions and payments
Trigger follow-up tasks in Follow Up Boss the moment a new transaction or form submission is recorded in Ontraport.
💎
Extend your workflow to team communication apps like Slack
Send instant notifications to your Slack sales channel whenever a high-value Follow Up Boss contact syncs with an Ontraport campaign.
And much more...

Who is Follow Up Boss + Ontraport integration for?

Connecting Follow Up Boss and Ontraport eliminates manual data duplication for sales, marketing, and operations teams managing active pipelines.

Performance marketing directors
Performance marketing directors
Sales development representatives
Sales development representatives
Client account managers
Client account managers
High-volume sales teams
High-volume sales teams
Sales operations specialists
Sales operations specialists
CRM database administrators
CRM database administrators
📈
Performance marketing directors
You're reviewing conversion reports in Follow Up Boss but campaign data in Ontraport only updates when someone manually exports leads, so the conversion metrics you're reporting against are always a few hours behind — with this integration, every new contact lands in both systems instantly and your pipeline reports stay current.
⚡
Sales development representatives
You need to act on hot leads the moment they register, but manual syncing leaves leads sitting unattended while contacts are copied between Follow Up Boss and Ontraport — automating both apps means every new lead is immediately available in your CRM so you can reach out first.
ðŸĪ
Client account managers
You answer to stakeholders who want to see real-time progress, but status updates remain trapped in disparate Follow Up Boss stages and Ontraport pipelines — connecting these apps means pipeline changes sync instantly and client stakeholders always view accurate records.
ðŸ”Ĩ
High-volume sales teams
Lead volume is too high for anyone to keep up by hand, resulting in missed contacts and incomplete Ontraport profiles when leads arrive faster than agents can type — this integration means every inbound submission triggers automated record creation across both platforms without manual delays.
⚙ïļ
Sales operations specialists
You own the handoff between lead capture and nurturing, depending on upstream agents to log every Follow Up Boss interaction before marketing automation takes over in Ontraport — automating both apps means contact handoffs happen instantly and dependable data flows without human error.
📋
CRM database administrators
You need a reliable history of customer interactions, but manual entry keeps leaving noticeable gaps between Follow Up Boss notes and Ontraport transaction records — with this integration, every contact update and transaction log syncs seamlessly into a unified history.
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Why choose Integrately to automate Follow Up Boss + Ontraport

Build and manage your Follow Up Boss + Ontraport 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 + Ontraport 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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Frequently Asked Questions

How do I connect Follow Up Boss to Ontraport?
Frequently Asked Questions
You can connect Follow Up Boss to Ontraport in 1 click using ready templates on Integrately, or ask Integrately AI to build the integration for you. It also connects with Slack, Google Calendar, Mailchimp, and 1,500+ other apps.
Can I automatically sync new Follow Up Boss contacts to Ontraport?
Frequently Asked Questions
Can I connect Follow Up Boss, Ontraport, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Ontraport?
Frequently Asked Questions
How does Follow Up Boss handle contact data updates during integration?
Frequently Asked Questions
Can Ontraport transactions trigger updates in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to integrate Follow Up Boss and Ontraport?
Frequently Asked Questions
Is the Follow Up Boss and Ontraport integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Ontraport With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
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Ontraport
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