Follow Up Boss + tawk.to Integration

Integrate Follow Up Boss to tawk.to in one click, or tell Integrately AI how you want each lead handled. Capture contact details, create new contacts, log transcripts, and trigger follow-up tasks 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
  • tawk.to
    Transcript is created in tawk.to Instant
  • tawk.to
    Chat has started in tawk.to Instant
  • tawk.to
    Chat has ended in tawk.to Instant
  • tawk.to
    Ticket is created in tawk.to Instant
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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

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Ready Workflows Ready Workflows for Follow Up Boss + tawk.to Integration

Capture chats, create contacts, update lead stages, assign agents, and log interactions, all in just one click.

Most popular automationsmost-popular-automations
tawk.to + Follow Up Boss Integration

Create Follow Up Boss contact for new tawk.to chat

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

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

Create Follow Up Boss deal for new tawk.to chat

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

Create Follow Up Boss task for new tawk.to chat

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 tawk.to chats 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 tawk.to chat received today - your customers will thank you for it!
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tawk.to + Follow Up Boss Integration

Create Follow Up Boss contact from new tawk.to ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Follow Up Boss. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.

This makes it easy to keep track of your support tickets and contacts in one place.
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  • 1of2
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 + tawk.to flow

Send transcript details to your team, schedule follow-up bookings, and update your spreadsheets or email lists instantly. Pick a combination and activate it in one click.

Follow Up Boss
tawk.to
+
GmailGmail (4)
+
CalendlyCalendly (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
+
SlackSlack (3)
T
F
G
Create a Follow Up Boss contact when a tawk.to chat starts, and send a welcome email in Gmail.
New tawk.to chats immediately generate a Follow Up Boss contact and trigger a welcome email in Gmail, removing manual outreach delays.
T
F
G
Log a tawk.to ticket as a Follow Up Boss task, and notify your client via email in Gmail.
Support tickets in tawk.to instantly open follow-up tasks in Follow Up Boss and dispatch notification emails through Gmail.
T
F
G
When a tawk.to chat ends, update the contact stage in Follow Up Boss and send a follow-up email in Gmail.
Completed live chats automatically advance contact stages in Follow Up Boss and dispatch follow-up emails via Gmail.
T
F
G
Save tawk.to chat transcripts as Follow Up Boss notes, and email a summary using Gmail.
New tawk.to chat transcripts become Follow Up Boss notes while Gmail dispatches a conversation summary to your team.

Supported triggers and actions for Follow Up Boss and tawk.to

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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tawk.to
tawk.to Triggers & Actions
Instant
Transcript is created in tawk.to
Fires when a new conversation transcript is generated
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Instant
Chat has started in tawk.to
Triggers the automation when a new conversation is initiated
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Instant
Chat has ended in tawk.to
Triggers the automation when a chat is marked as complete
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Instant
Ticket is created in tawk.to
Triggers the automation when a new ticket is created
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No action is available

What can you automate with Follow Up Boss + tawk.to?

Streamline your customer communication by turning live chats and tickets into structured CRM records and automated follow-up tasks.

What you can automate?
💬
Turn live chats into CRM contacts automatically
Create a new contact in Follow Up Boss the moment a visitor starts a conversation in tawk.to. Eliminate manual data entry and capture every new lead instantly.
📋
Capture complete visitor transcripts and details
Pull full chat transcripts, ticket details, and contact info directly into Follow Up Boss notes and fields. Keep your database rich with conversation context.
🔔
Notify your team when new chats arrive
Alert agents in real time whenever a tawk.to chat starts or a ticket is created, ensuring fast responses for high-intent visitors.
🔀
Route chats based on visitor urgency
Apply different action plans or task priorities in Follow Up Boss depending on whether a tawk.to ticket is flagged as urgent or standard.
🔄
Keep contact stages updated as chats progress
Change the person stage in Follow Up Boss automatically when a tawk.to chat ends or a support ticket is resolved.
🔍
Find and update existing contacts without duplicates
Search for existing records in Follow Up Boss before creating new entries, updating contact details and adding notes when returning visitors chat.
⏱️
Log follow-up tasks upon chat completion
Create a new follow-up task in Follow Up Boss as soon as a tawk.to conversation ends, keeping agents on track with next steps.
🚀
Extend your workflow to Slack and other apps
Push chat notifications and contact updates from Follow Up Boss and tawk.to directly into Slack channels for seamless team collaboration.
And much more...

Who is Follow Up Boss + tawk.to integration for?

Real estate agents, support leads, and sales teams who need to turn live customer conversations into organised CRM records without manual data entry.

Sales Managers
Sales Managers
Real Estate Agents
Real Estate Agents
Account Managers
Account Managers
Customer Support Leads
Customer Support Leads
Inside Sales Reps
Inside Sales Reps
CRM Administrators
CRM Administrators
📊
Sales Managers
You're reviewing conversion metrics in Follow Up Boss, but chat records remain trapped in tawk.to until someone exports them by hand so your pipeline reports are always outdated — with this integration, every chat creates an instant CRM record and your dashboard numbers stay current.
Real Estate Agents
You're waiting for chat notifications to reach Follow Up Boss, but manual handoffs cause crucial lead details to slip through the cracks when inquiries spike — automating both apps means every incoming chat instantly generates a tracked lead so you never miss a hot prospect.
🤝
Account Managers
You're updating clients on their inquiry history in Follow Up Boss, but scattered chat logs make it hard to reconstruct recent conversations quickly — this integration means every interaction is logged automatically and your client history remains fully transparent.
📈
Customer Support Leads
You're juggling high volumes of live conversations alongside Follow Up Boss tasks, but manual data entry leaves agents falling behind during peak hours — automating both apps means transcripts flow directly into your CRM tasks without slowing down your team.
🎯
Inside Sales Reps
You're picking up new leads assigned in Follow Up Boss, but delayed notifications from chat tools leave prospects waiting too long for a response — with this integration, contact creation and task assignment happen the moment a chat begins.
📋
CRM Administrators
You're auditing contact histories in Follow Up Boss, but incomplete records from live chats leave blind spots in your database — connecting these apps means every chat and ticket creates a complete audit trail without gaps.
Our team

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Why choose Integrately to automate Follow Up Boss + tawk.to

Build and manage your Follow Up Boss + tawk.to 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 + tawk.to 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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Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Follow Up Boss to tawk.to?
Frequently Asked Questions
Connecting Follow Up Boss to tawk.to takes just one click with Integrately. You can use ready-made automation templates or ask Integrately AI to build the workflow for your exact sales process. It syncs live chats, creates contacts, and updates records across tools like Gmail, Slack, and Google Sheets.
What can I automate with the Follow Up Boss and tawk.to integration?
Frequently Asked Questions
Can I connect Follow Up Boss, tawk.to, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and tawk.to?
Frequently Asked Questions
How does Follow Up Boss handle contact creation from tawk.to chats?
Frequently Asked Questions
Can tawk.to chat transcripts be saved in Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to set up this integration?
Frequently Asked Questions
Is the Follow Up Boss and tawk.to integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or tawk.to With 1500+ Other Apps

Follow Up Boss
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tawk.to
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