Follow Up Boss + Teamwork Integration

Connect Follow Up Boss to Teamwork in 1 click

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Popular Follow Up Boss + Teamwork Workflows

Create Teamwork task for new Follow Up Boss contact

Follow Up Boss and Teamwork are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Follow Up Boss, do you also create a task in Teamwork? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.

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Create Teamwork task for new Follow Up Boss deal

Imagine this scenario: you've just negotiated a great deal with a potential client, and you want to make sure that the ball is kept in your court by creating a task in Teamwork to ensure that the deal goes through. Wouldn't it be great if there was an easy way to do that right from within Follow Up Boss? Well now there is!

With our integration between Follow Up Boss and Teamwork, creating task in Teamwork is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Teamwork to keep your team up-to-date.

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When Contact is created in Follow Up Boss > Check any condition > Create Task in Teamwork

Follow Up Boss + Teamwork Integration

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When Contact is created in Follow Up Boss > Check any condition > Update task in Teamwork

Follow Up Boss + Teamwork Integration

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You can Add Conditions / More Apps in the next steps

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
Task is created in Teamwork Instant
Task is updated in Teamwork Instant
Task is deleted in Teamwork Instant
Project is created in Teamwork Instant
Project is updated in Teamwork Instant
Project is deleted in Teamwork Instant
Card is created in Teamwork Instant
Task List is created in Teamwork Instant
Risk is created in Teamwork Instant
Message reply is created in Teamwork Instant
Calendar event is created in Teamwork Instant
Calendar event reminder is sent in Teamwork Instant
Person is created in Teamwork Instant
Time entry is created in Teamwork Instant
Message is created in Teamwork Instant
Milestone is created in Teamwork Instant
Notebook is created in Teamwork Instant
Invoice is created in Teamwork Instant
Company is created in Teamwork Instant
Status is created in Teamwork Instant
Expense is created in Teamwork Instant
Column is created in Teamwork Instant
Comment is created in Teamwork Instant
Link is created in Teamwork Instant

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
Create Task in Teamwork
Search task in Teamwork
Mark task complete in Teamwork
Update task in Teamwork
Create task comment in Teamwork
Create project category in Teamwork
Move board card in Teamwork
Create message category in Teamwork
Create message reply in Teamwork
Create board column in Teamwork
Create calendar event type in Teamwork
Create link category in Teamwork
Create notebook category in Teamwork
Create notebook in Teamwork
Create notebook comment in Teamwork
Move task list from template in Teamwork
Add task list from template in Teamwork
Search notebook in Teamwork
Search Task comment in Teamwork
Search file comment in Teamwork
Search notebook comment in Teamwork
Search milestone comment in Teamwork
Create file category in Teamwork
Create company in Teamwork
Search company in Teamwork
Create calendar event in Teamwork
Search event in Teamwork
Create person in Teamwork
Add people to project in Teamwork
Search person in Teamwork
Create project in Teamwork
Search project in Teamwork
Create time entry on project in Teamwork
Create time entry on task in Teamwork
Create message in Teamwork
Search message in Teamwork
Create status in Teamwork
Upload file to project in Teamwork
Search file in Teamwork
Create expense in Teamwork
Create milestone in Teamwork
Create milestone comment in Teamwork
Search milestone in Teamwork
Create task list in Teamwork
Search tasklist in Teamwork
Create invoice in Teamwork
Create link in Teamwork
Create link comment in Teamwork
Search link in Teamwork

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You Can Also Integrate Follow Up Boss & Teamwork With 1100+ Other Apps

Follow Up Boss saves agents time by automatically creating appointments, sending emails, and reminding clients. It also allows agents to identify leads based on thier 'hotness', so they can focus on the most urgent tasks at hand.

See Follow Up Boss Integrations

Work together from anywhere. Teamwork simplifies the way you work by bringing your team together in one place, so you can collaborate better and get more done.

See Teamwork Integrations

Why Follow Up Boss & Teamwork Users ❤ Integrately

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Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Follow Up Boss & Teamwork with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.