Follow Up Boss + RD Station Integration

Integrate Follow Up Boss to RD Station in one click, or tell Integrately AI how you want each lead handled. Sync contacts, trigger conversion events, update deals, and track your marketing pipeline 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
  • RD Station
    Lead is converted in RD Station Instant
  • RD Station
    Lead is marked as opportunity in RD Station Instant
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2.
  • 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
    Get contact by id 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
  • RD Station
    Conversion Event in RD Station
  • RD Station
    Deal won in RD Station
  • RD Station
    Deal lost in RD Station

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Ready Workflows Ready Workflows for Follow Up Boss + RD Station Integration

Capture leads, trigger conversion events, update deals, and sync customer details, all in just one click.

Most popular automationsmost-popular-automations
RD Station + Follow Up Boss Integration

Create Follow Up Boss contact for new RD Station conversion event

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 RD Station conversion event 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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RD Station + Follow Up Boss Integration

Create Follow Up Boss deal for new RD Station conversion event

This automation makes it easy to create new deals in Follow Up Boss when a new conversion event is created in RD Station. Just connect your accounts, and every time a new conversion event is created in RD Station, 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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RD Station + Follow Up Boss Integration

Create Follow Up Boss task for new RD Station conversion event

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

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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Follow Up Boss + RD Station Integration

Create RD Station conversion event for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use RD Station 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 conversion event will automatically be created in RD Station.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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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 + RD Station flow

Streamline post-conversion tasks like scheduling meetings, notifying teams, and logging records in your external tools. Pick a combination and activate it in one click.

Follow Up Boss
RD Station
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
CalendlyCalendly (4)
+
TypeformTypeform (4)
+
AsanaAsana (4)
+
Google SheetsGoogle Sheets (4)
F
R
G
Create a Google Calendar meeting for every new Follow Up Boss contact, and log a conversion event in RD Station
New Follow Up Boss contacts instantly generate a Google Calendar meeting while triggering an RD Station conversion event, keeping schedules and marketing records perfectly aligned.
R
F
G
Schedule a Google Calendar appointment when an RD Station lead is marked as opportunity, and update the contact in Follow Up Boss
Marking an RD Station lead as an opportunity automatically updates Follow Up Boss and schedules a Google Calendar appointment without manual coordination.
F
R
G
When a Follow Up Boss deal is updated, log an RD Station conversion event and schedule a Google Calendar follow-up
Updated Follow Up Boss deals automatically trigger RD Station conversion updates and add follow-up reminders to Google Calendar.
F
R
G
Create a Google Calendar event for Follow Up Boss appointments and log the corresponding conversion in RD Station
New Follow Up Boss appointments automatically create Google Calendar events and trigger conversion tracking in RD Station.

Supported triggers and actions for Follow Up Boss and RD Station

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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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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Get contact by id in Follow Up Boss
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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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RD Station
RD Station Triggers & Actions
Instant
Lead is converted in RD Station
Triggers the automation when a lead is successfully converted
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Instant
Lead is marked as opportunity in RD Station
Triggers the automation when a lead is marked as an opportunity
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Conversion Event in RD Station
Creates a conversion event
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Deal won in RD Station
Marks the deal as won
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Deal lost in RD Station
Marks the deal as lost
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What can you automate with Follow Up Boss + RD Station?

Connect your CRM and marketing platforms to eliminate manual entry and keep customer data synchronized across your entire workflow.

What you can automate?
Trigger conversion events from CRM contacts
Automatically send conversion data to RD Station the moment a new contact or deal is created in Follow Up Boss. Keep your marketing attribution accurate without manual data exports.
📋
Capture every submitted contact detail
Map all available contact fields and custom properties between Follow Up Boss and RD Station. Ensure your marketing platform receives complete background data for every lead.
🔔
Alert team members on lead conversion
Notify sales reps instantly when an RD Station lead reaches opportunity stage or triggers a key conversion event. Enable rapid outreach while prospect interest is highest.
🔀
Route records based on submitted criteria
Send leads to specific pipelines or trigger targeted follow-up actions depending on lead score, deal value, or contact stage. Tailor your workflow to exact business rules.
🔄
Keep destination records fully updated
Automatically update contact stages, deal values, and conversion statuses across both platforms whenever changes occur in either system.
🔍
Search and update instead of creating duplicates
Check whether a contact or deal already exists before creating a new record. Maintain a clean database by updating existing profiles with fresh conversion data.
🎯
Handle later deal stage and status changes
Automatically sync deal won or deal lost events between Follow Up Boss and RD Station to keep revenue reporting accurate across tools.
🔗
Extend your workflow to external apps
Connect your core Follow Up Boss and RD Station flow with Google Sheets, Asana, or Calendly to handle scheduling, task creation, and spreadsheet logging.
And much more...

Who is Follow Up Boss + RD Station integration for?

Sales and marketing teams rely on Follow Up Boss and RD Station to unify lead management, track conversions, and eliminate manual data entry across platforms.

Performance marketers
Performance marketers
Inbound sales reps
Inbound sales reps
Client account managers
Client account managers
Operations coordinators
Operations coordinators
Sales development reps
Sales development reps
RevOps administrators
RevOps administrators
📈
Performance marketers
You're running multi-channel campaigns but your reporting sheet only updates when someone manually exports conversion data, so the metrics you're optimising against are always outdated — with this integration, every conversion event lands instantly and your data stays current.
Inbound sales reps
You need to engage incoming leads immediately but pipeline updates crawl through manual reviews, so hot prospects sit waiting in queues — this integration means every new contact triggers immediate follow-ups and notifications.
🤝
Client account managers
You answer to stakeholders who want real-time visibility into pipeline progression, but deal records lag behind daily activities — automating both apps means your records reflect every stage change the moment it happens.
📊
Operations coordinators
The volume of inbound contacts and marketing conversions is too high for anyone to keep up by hand, leading to missed entries and broken tracking — with this integration, every record syncs automatically without manual oversight.
🔄
Sales development reps
You own the outreach step and depend on marketing teams to hand over qualified leads, but handoffs get stuck in transit — connecting these apps means every opportunity flows straight into your active task list.
🗂️
RevOps administrators
You need a reliable history of customer interactions across your tech stack but keep finding gaps caused by missed manual updates — automating both apps means your database maintains a complete and unbroken record.
Our team

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

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Why choose Integrately to automate Follow Up Boss + RD Station

Build and manage your Follow Up Boss + RD Station 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 + RD Station 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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2
Connect Accounts
Connect Accounts
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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 RD Station?
Frequently Asked Questions
You can connect Follow Up Boss to RD Station in 1-click using ready templates or Integrately AI. It links with apps like Google Calendar, Mailchimp, and Google Sheets to sync your workflow instantly.
Can I automatically log conversion events in RD Station when new contacts are created in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, RD Station, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and RD Station?
Frequently Asked Questions
How does Follow Up Boss handle contact and deal updates in this integration?
Frequently Asked Questions
How does RD Station manage lead conversions and opportunities here?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and RD Station?
Frequently Asked Questions
Is the Follow Up Boss and RD Station integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

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

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
RD Station
Popular RD Station Integrations
Sync RD Station with analytics, advertising, and reporting tools to keep marketing data working across your stack.