Follow Up Boss + Robly Integration

Integrate Follow Up Boss to Robly in one click, or tell Integrately AI how you want each lead handled. Segment new leads, update your contact lists, send targeted email campaigns, and track marketing performance 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
  • Robly
    Contact is created in Robly
  • Robly
    List is created in Robly
  • Robly
    Contact is unsubscribed in Robly
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2.
  • Follow Up Boss
    Update 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
    Search 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
  • Robly
    Add contact to a list in Robly
  • Robly
    Remove contact from a list in Robly
  • Robly
    Unsubscribe contact in Robly
  • Robly
    Update full contact details in Robly
  • Robly
    Search contact in Robly
  • Robly
    Create contact in Robly
  • Robly
    Create list in Robly

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Ready Workflows Ready Workflows for Follow Up Boss + Robly Integration

Capture new leads, add them to specific lists, update contact records, send targeted campaigns, and track performance, all in just one click.

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

Create Follow Up Boss contact for new Robly 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 Robly 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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Robly + Follow Up Boss Integration

Create Follow Up Boss deal for new Robly contact

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

Create Follow Up Boss task for new Robly contact

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

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 + Robly flow

Sync your marketing data with calendars, spreadsheets, messaging channels, and customer support tools once your core automation completes. Pick a combination and activate it in one click.

Follow Up Boss
Robly
+
Google CalendarGoogle Calendar (4)
+
CalendlyCalendly (4)
+
MailchimpMailchimp (4)
+
Google SheetsGoogle Sheets (4)
+
TwilioTwilio (4)
+
SlackSlack (4)
F
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When an appointment is created in Follow Up Boss, add the contact to Robly and schedule a Google Calendar event.
New Follow Up Boss appointments instantly add contacts to Robly and create corresponding Google Calendar events, keeping your schedule and email lists fully aligned.
F
R
G
When a contact is created in Follow Up Boss, add them to Robly and create a reminder in Google Calendar.
Every new Follow Up Boss contact is added to Robly and assigned a follow-up reminder in Google Calendar, ensuring no client slips through the cracks.
F
R
G
When a contact stage is updated in Follow Up Boss, update their details in Robly and update the Google Calendar schedule.
Stage changes in Follow Up Boss trigger updates in Robly and adjust Google Calendar events, maintaining complete visibility across platforms.
F
R
G
When a deal is created in Follow Up Boss, add the client to Robly and schedule a strategy session in Google Calendar.
New deals in Follow Up Boss automatically trigger Robly list additions and set up Google Calendar strategy sessions for your team.

Supported triggers and actions for Follow Up Boss and Robly

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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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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Search deal in Follow Up Boss
Retrieves and find a deal
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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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Robly
Robly Triggers & Actions
Contact is created in Robly
Triggers the automation when a new contact is created
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List is created in Robly
Triggers the automation when a new list is created
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Contact is unsubscribed in Robly
Triggers the automation when a contact unsubscribes from a mailing list
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Add contact to a list in Robly
Adds a contact to a predefined contact list
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Remove contact from a list in Robly
Removes a contact from a list
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Unsubscribe contact in Robly
Removes contact from mailing list
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Update full contact details in Robly
Updates all contact information
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Search contact in Robly
Finds and retrieves contact information
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Create contact in Robly
Adds a new contact to the database
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Create list in Robly
Generates a new list
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What can you automate with Follow Up Boss + Robly?

Streamline your CRM and email marketing workflows with powerful automated triggers and actions.

What you can automate?
🔄
Sync new CRM contacts to email lists automatically
Every new contact created in Follow Up Boss flows directly into your Robly email lists without requiring manual exports or data entry.
📝
Capture full contact details across platforms
Map complete client information, phone numbers, and custom fields from Follow Up Boss straight into Robly contact profiles.
🔔
Alert your team about new lead subscriptions
Notify sales reps and marketing managers in Slack or via SMS the moment a new contact joins your email campaigns.
🔀
Route contacts based on CRM tags or stages
Add contacts to specific Robly lists depending on their deal status, stage updates, or tags applied in Follow Up Boss.
✏️
Keep contact records updated as data changes
Automatically update Robly contact details whenever person stages or contact profiles are modified in Follow Up Boss.
🚫
Synchronize email unsubscribes instantly
Ensure compliance by automatically updating Follow Up Boss contact records when a subscriber opts out in Robly.
📊
Log marketing and CRM events in spreadsheets
Record new contacts, deal creations, and list additions in Google Sheets for comprehensive performance tracking.
📅
Coordinate meetings and schedules effortlessly
Trigger calendar events and scheduling reminders in Google Calendar or Calendly alongside your email list updates.
And much more...

Who is Follow Up Boss + Robly integration for?

Real estate agents, sales teams, and marketing professionals managing client pipelines and email campaigns need seamless synchronization between their CRM and email marketing tools.

Marketing Analysts
Marketing Analysts
Sales Development Reps
Sales Development Reps
Agency Account Managers
Agency Account Managers
Real Estate Brokers
Real Estate Brokers
Email Campaign Managers
Email Campaign Managers
CRM Database Administrators
CRM Database Administrators
📈
Marketing Analysts
You report on campaign growth and lead conversion rates, but your metrics are always delayed because contact lists require manual exports from your CRM — this integration means every new contact flows into your email platform instantly and your reports stay accurate.
Sales Development Reps
You need to engage new leads the moment they express interest, but manual list building slows down your outreach and lets competitors win — with this integration, new CRM contacts join your email campaigns instantly so your outreach is always timely.
🤝
Agency Account Managers
You answer to clients who expect real-time email campaign updates tied directly to CRM pipeline activity, but manual data transfers create reporting bottlenecks — automating both apps means your client updates reflect current list growth without delay.
🏢
Real Estate Brokers
Your high-volume lead generation creates hundreds of new client inquiries weekly that overwhelm manual list management and cause missed email follow-ups — this integration means every property lead enters your email sequences automatically.
🎯
Email Campaign Managers
You depend on sales teams to hand over qualified prospect data so you can launch targeted newsletters, but manual handoffs cause gaps in your subscriber base — connecting these apps means your mailing lists update as soon as contacts change stages.
📋
CRM Database Administrators
You need a pristine subscriber history without missing opt-outs or duplicate entries across your marketing software, but manual updates lead to persistent data gaps — automating both apps means your contact records remain perfectly synchronized.
Our team

Ready Workflows 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 + Robly

Build and manage your Follow Up Boss + Robly 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 + Robly 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
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Follow Up Boss to Robly?
Frequently Asked Questions
You can connect Follow Up Boss to Robly in 1-click using ready-made templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and email marketing tools.
Can I automatically sync new Follow Up Boss contacts to Robly email lists?
Frequently Asked Questions
Can I connect Follow Up Boss, Robly, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Robly?
Frequently Asked Questions
How does Follow Up Boss handle contact data synchronization here?
Frequently Asked Questions
How does Robly manage subscriber additions and opt-outs?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Robly?
Frequently Asked Questions
Is the Follow Up Boss and Robly integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Robly With 1500+ Other Apps

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