Follow Up Boss + Simplero Integration

Integrate Follow Up Boss to Simplero in one click, or tell Integrately AI how you want each lead handled. Sync customer records, update purchases, trigger memberships, and keep your info business running 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
  • Simplero
    Tag is added to contact in Simplero Instant
  • Simplero
    Tag is removed from contact in Simplero Instant
  • Simplero
    Purchase is created in Simplero Instant
  • Simplero
    Purchase is deleted in Simplero Instant
  • Simplero
    Subscription is created in Simplero Instant
  • Simplero
    Subscription is deleted in Simplero Instant
Arrow Right
2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • Follow Up Boss
    Add relationship in Follow Up Boss
  • Follow Up Boss
    Search deal in Follow Up Boss
  • Follow Up Boss
    Update 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
  • Simplero
    Search purchase by email in Simplero
  • Simplero
    Create or update contact in Simplero
  • Simplero
    Search contact by email in Simplero
  • Simplero
    Add tag to contact in Simplero
  • Simplero
    Remove tag from contact in Simplero
  • Simplero
    Subscribe to a List in Simplero
  • Simplero
    Unsubscribe from list in Simplero

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Ready WorkflowsReady Workflows   for Follow Up Boss + Simplero Integration

Capture leads, create contacts, track purchases, update subscriptions, and manage courses, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

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 + Simplero flow

Sync your real estate contacts and info business customers with email campaigns, secure payments, and team alerts. Pick a combination and activate it in one click.

Follow Up Boss
Simplero
+
Google CalendarGoogle Calendar (6)
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MailchimpMailchimp (6)
+
StripeStripe (6)
+
CalendlyCalendly (6)
+
ZoomZoom (6)
+
SlackSlack (6)
F
G
S
When an appointment is created in Follow Up Boss, schedule a Google Calendar event and create or update a contact in Simplero.
Appointments booked in Follow Up Boss immediately appear in Google Calendar and set up your customer in Simplero, so your schedule and student database stay synchronized.
S
G
F
When a purchase is created in Simplero, schedule a welcome onboarding call in Google Calendar and create a task in Follow Up Boss.
New course purchases in Simplero automatically block time on Google Calendar and open a Follow Up Boss task, keeping your onboarding team instantly prepared.
F
G
S
When a contact stage is updated in Follow Up Boss, reschedule the Google Calendar meeting and update the tag in Simplero.
Stage updates in Follow Up Boss automatically adjust your Google Calendar schedule and update Simplero tags, keeping client milestones aligned across tools.
G
F
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When a Google Calendar event is created, create a task in Follow Up Boss and create or update a contact in Simplero.
New Google Calendar bookings instantly generate Follow Up Boss tasks and Simplero contact profiles, removing duplicate manual scheduling entries.
F
G
S
If a Follow Up Boss contact is created with a VIP tag, schedule a priority Google Calendar session and subscribe to a List in Simplero.
VIP contacts created in Follow Up Boss trigger a priority Google Calendar booking and add the user to an exclusive Simplero mailing list.
F
G
S
Use Claude to summarise appointment notes from Follow Up Boss, schedule Google Calendar details, and update contact in Simplero.
Claude turns Follow Up Boss appointment notes into structured summaries, updates your Google Calendar, and syncs profile details in Simplero.

Supported triggers and actions for Follow Up Boss and Simplero

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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Add relationship in Follow Up Boss
Adds a new relationship.
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Search deal in Follow Up Boss
Retrieves and find a deal
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Update deal in Follow Up Boss
Updates deal information based on new criteria or changes
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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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Simplero
Simplero Triggers & Actions
Instant
Tag is added to contact in Simplero
Triggers the automation when a tag is added
Try it →
Instant
Tag is removed from contact in Simplero
Triggers the automation when a tag is added
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Instant
Purchase is created in Simplero
Triggers the automation when a new purchase is created
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Instant
Purchase is deleted in Simplero
Triggers the automation when any purchase is deleted
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Instant
Subscription is created in Simplero
Triggers the automation when a new subscription is created
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Instant
Subscription is deleted in Simplero
Triggers the automation when a subscription is deleted
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Search purchase by email in Simplero
Find purchase by Email
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Create or update contact in Simplero
Adds or update contact information
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Search contact by email in Simplero
Finds and retrieves contact information using their email address
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Add tag to contact in Simplero
Assigns a tag to a contact
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Remove tag from contact in Simplero
Untag the contact
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Subscribe to a List in Simplero
Subscribes to a list
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Unsubscribe from list in Simplero
Removes email address from mailing list
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What can you automate with Follow Up Boss + Simplero?

Streamline your real estate CRM and info business operations with powerful, reliable workflows that run 24/7.

What you can automate?
Sync Follow Up Boss contacts to Simplero instantly
Every new contact created in Follow Up Boss is automatically built as a contact in Simplero. Eliminate duplicate data entry and keep your systems aligned.
📋
Capture every submitted field without manual entry
Map names, emails, phone numbers, and custom tags directly from Follow Up Boss into Simplero profiles without missing key details.
🔔
Alert your team the moment a purchase happens
Send instant notifications whenever a new Simplero purchase or subscription is created so your team can celebrate and take action.
🔀
Route records based on submitted contact tags
Send VIP contacts to specific lists in Simplero while routing standard leads to general follow-up sequences in Follow Up Boss.
🔄
Keep customer profiles updated as stages change
When a contact stage is updated in Follow Up Boss, automatically update matching tags and subscriptions in Simplero in real time.
Create or update records instead of making duplicates
Smart matching ensures existing contacts in Simplero are updated rather than creating accidental duplicate profiles from Follow Up Boss.
💳
Handle later status changes like purchases and cancellations
When a Simplero subscription is deleted or a purchase is created, automatically update deal statuses and remove access tags.
🔌
Extend your workflow to Slack or other tools
Start with Follow Up Boss and Simplero, then automatically notify your team in Slack or sync payments via Stripe in a single multi-step flow.
And much more...

Who is Follow Up Boss + Simplero integration for?

Real estate agents and info business owners waste hours manually syncing contacts and course purchases across platforms, meaning records fall out of sync.

Performance marketers
Performance marketers
Sales team leads
Sales team leads
Client success managers
Client success managers
Course creators
Course creators
Operations coordinators
Operations coordinators
Business analysts
Business analysts
📈
Performance marketers
You're running campaigns across multiple lead sources but your course platform only updates when someone manually exports contacts, so the enrollment counts you're optimising against are always a few hours behind — with this integration, every new contact lands in Simplero instantly and your data stays current.
⏱️
Sales team leads
You need to act fast on new inquiries as they arrive, but leads sit in your CRM for hours before anyone remembers to check your course platform, so prospective clients find answers elsewhere — automating both apps means every contact is created immediately and your sales reps can follow up without delay.
🤝
Client success managers
You answer to stakeholders who want to see real-time course enrollment progress, but gathering data from two separate tools takes half your morning every week — connecting these apps means enrollment records update themselves and your reports are always accurate.
📊
Course creators
The volume of new student registrations is too high for anyone to keep up by hand, leading to missed tags and unassigned onboarding tasks — this integration means every purchase creates a contact and updates tags automatically so nothing slips through the cracks.
🔄
Operations coordinators
You own the next step in customer onboarding and depend on someone upstream to hand over contact details, but manual handoffs always result in missing information — automating both apps means every contact detail transfers instantly from Follow Up Boss to Simplero.
📁
Business analysts
You need a reliable customer history across your entire funnel, but disconnected platforms keep leaving frustrating gaps in your tracking records — connecting these apps means your CRM and info business platform share a complete, unbroken audit trail.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Follow Up Boss + Simplero

Build and manage your Follow Up Boss + Simplero 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 + Simplero 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
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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 Simplero?
Frequently Asked Questions
You can connect Follow Up Boss to Simplero instantly using ready-made workflows or by using Integrately AI. With 1-click setup, your contacts and purchases sync seamlessly alongside tools like Slack, Mailchimp, and Stripe.
Can I automatically sync new course purchases from Simplero to Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Simplero, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Simplero?
Frequently Asked Questions
How do contact updates in Follow Up Boss transfer to Simplero?
Frequently Asked Questions
Can subscription events in Simplero trigger updates in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Simplero?
Frequently Asked Questions
Is the Follow Up Boss and Simplero integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Simplero With 1500+ Other Apps

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