Follow Up Boss + Process Street Integration
Integrate Follow Up Boss to Process Street in one click, or tell Integrately AI how you want each contact handled. Run onboarding workflows, assign tasks, update your CRM, and track every process automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Follow Up Boss Instant- Contact is created in Follow Up Boss Instant
- Tag is added to contact in Follow Up Boss Instant
- Person stage is updated in Follow Up Boss Instant
- Deal is created in Follow Up Boss Instant
- Deal is updated in Follow Up Boss Instant
- Appointment is created in Follow Up Boss Instant
Data Set record is deleted in Process Street Instant- Data Set record is updated in Process Street Instant
- Data Set record is created in Process Street Instant
- Task is ready in Process Street Instant
- Workflow run is created in Process Street Instant
- Workflow run is completed in Process Street Instant
- Task is checked/unchecked in Process Street Instant
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- Get contact by id in Follow Up Boss
- Add relationship in Follow Up Boss
- Search deal in Follow Up Boss
- Update deal in Follow Up Boss
- Create contact without triggering action plans in Follow Up Boss
- Search contact in Follow Up Boss
- Add tags to a contact in Follow Up Boss
- Update contact without triggering action plans in Follow Up Boss
- Reassign agent in Follow Up Boss
- Change stage of a contact in Follow Up Boss
- Create note in Follow Up Boss
- Create deal in Follow Up Boss
- Create inquiry or website event in Follow Up Boss
- Apply an action plan to a contact in Follow Up Boss
- Create collaborators in Follow Up Boss
- Pause an action plan for a contact in Follow Up Boss
- Create task in Follow Up Boss
- Log call in Follow Up Boss
- Search Run Workflows in Process Street
- Unassign User from Run Workflow in Process Street
- Assign User to Run Workflow in Process Street
- List Run Workflow Assignees in Process Street
- Update Run workflow in Process Street
- List Tasks in Process Street
- Unassign Task from User in Process Street
- Delete Data Set Record in Process Street
- Create Data Set Record in Process Street
- Delete Comment in Process Street
- Update Comment in Process Street
- Create Task Comment in Process Street
- List Comments in Process Street
- Update Task in Process Street
- Approve or Reject Task in Process Street
- List Run Workflow Approvals in Process Street
- List Task Assignees in Process Street
- Assign Task to User in Process Street
- Run workflow in Process Street
Trusted by experts at...
Ready Workflows for Follow Up Boss + Process Street Integration
Capture leads, initiate workflows, assign tasks, track completions, and sync updates, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Follow Up Boss + Process Street flow
Connect supporting apps to schedule meetings, send notifications, and manage documents after your core workflow runs. Pick a combination and activate it in one click.
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Google Calendar (4)
Google Calendar (4) +
Gmail (4)
Gmail (4) +
Mailchimp (4)
Mailchimp (4) +
Calendly (4)
Calendly (4) +
Slack (4)
Slack (4) +
DocuSign (4)
DocuSign (4) F
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Add every new Follow Up Boss contact to Process Street, and create a scheduled event in Google Calendar
New Follow Up Boss contacts trigger a Process Street workflow run and add a scheduled meeting in Google Calendar instantly.
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When a Process Street task is ready, update Follow Up Boss and create a follow-up meeting in Google Calendar
Process Street task milestones update your Follow Up Boss records and schedule calendar events automatically.
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If a Follow Up Boss deal is updated, run a Process Street workflow and add a review milestone in Google Calendar
Deal updates in Follow Up Boss trigger Process Street workflows and add review calendar blocks automatically.
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When a Process Street workflow run is completed, update the Follow Up Boss contact stage and schedule a closing call in Google Calendar
Completed Process Street workflows advance Follow Up Boss contact stages and schedule closing calendar events.
Supported triggers and actions for Follow Up Boss and Process Street
Mix and match to build the exact automation you need
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
Appointment is created in Follow Up Boss
Triggers the automation when a new appointment is created
Try it → Process Street Triggers & Actions
Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
Try it → Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
Try it → Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
Try it → Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
Try it → Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
Try it → Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
Try it → What can you automate with Follow Up Boss + Process Street?
Streamline your client onboarding, task management, and deal handoffs by connecting Follow Up Boss and Process Street.
🚀
Launch workflows from new CRM contacts
Automatically start a Process Street workflow run the moment a new contact is created in Follow Up Boss. Eliminate manual checklist setup and kick off onboarding instantly.
📋
Sync every contact field and detail
Map available Follow Up Boss contact fields directly into your Process Street workflow runs. Ensure your checklists contain complete and accurate client information.
🔔
Alert your team on task activation
Notify team members in Slack or email the moment a Process Street task is ready. Keep everyone informed of active operational responsibilities without manual reminders.
🔀
Route workflows based on lead attributes
Trigger specific Process Street workflows depending on lead tags or deal stages in Follow Up Boss. Ensure high-value clients receive priority onboarding processes.
🔄
Keep CRM records updated as tasks finish
Automatically update contact stages or add notes in Follow Up Boss whenever Process Street tasks are completed. Keep your CRM history synchronized with operational progress.
🔍
Search and update existing records
Search for existing contacts or deals before creating new entries to prevent duplicates. Maintain clean data structures across both your CRM and workflow platforms.
✅
Handle workflow completions and milestones
Trigger follow-up actions, update deal stages, or send confirmation messages when a Process Street workflow run is completed. Close out active projects efficiently.
📅
Extend your workflow to scheduling apps
Connect your core Follow Up Boss and Process Street flow with Google Calendar or Calendly to schedule client meetings automatically when tasks become ready.
And much more...
Who is Follow Up Boss + Process Street integration for?
Real estate teams and operations managers using Follow Up Boss and Process Street eliminate manual handoffs and keep every workflow running on schedule.
Real estate team leaders
Sales agents
Client success managers
Operations coordinators
Transaction coordinators
Compliance officers
📈
Real estate team leaders
You manage pipeline reports in Follow Up Boss but your task completion tracking stays separate in Process Street, so your productivity metrics are always outdated — with this integration, every contact change updates your workflows instantly and your operational data stays current.
⚡
Sales agents
You need to act fast when new leads arrive in Follow Up Boss, but manual onboarding checklist creation takes too long — with this integration, every new contact instantly launches a Process Street workflow run so you can start working right away.
🤝
Client success managers
You answer to clients who expect transparent progress on their onboarding checklists, but manual status updates lead to delays — with this integration, every workflow milestone syncs straight to your CRM records so clients always see accurate progress.
📊
Operations coordinators
The volume of incoming deals and client requests is too high for your team to keep up with manual checklist assignment — with this integration, every new deal in Follow Up Boss automatically triggers the correct Process Street workflow without missing a step.
🔄
Transaction coordinators
You own the closing paperwork stage and depend on sales agents to hand over complete client details from Follow Up Boss — with this integration, every contact update immediately populates your Process Street workflows for a flawless handoff.
📝
Compliance officers
You need a reliable history of every client interaction and completed checklist, but manual logging leaves gaps in your records — with this integration, every task completion and CRM update is logged automatically for complete audit readiness.
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 + Process Street
Build and manage your Follow Up Boss + Process Street automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Follow Up Boss + Process Street with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Follow Up Boss + Process Street Now 
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Frequently Asked Questions
How do I connect Follow Up Boss to Process Street?
You can connect Follow Up Boss to Process Street in 1-click using ready templates or ask Integrately AI to build your custom flow. Pair them with Slack, Gmail, or Google Calendar to extend your workflows.
Can I automatically start a Process Street workflow when a new Follow Up Boss contact is created?
Can I connect Follow Up Boss, Process Street, and Slack?
What is a good Zapier alternative for Follow Up Boss and Process Street?
How does Follow Up Boss data sync with Process Street?
How are Process Street task completions tracked in Follow Up Boss?
Do I need coding skills to automate Follow Up Boss and Process Street?
Is the Follow Up Boss and Process Street integration free?
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