Follow Up Boss + Todoist Integration

Integrate Follow Up Boss to Todoist in one click, or tell Integrately AI how you want each lead handled. Create tasks, update projects, log calls, and keep your priorities organised automatically.

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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
  • Todoist
    Task is created in Todoist
  • Todoist
    Task is completed in Todoist Instant
  • Todoist
    Task is updated in Todoist Instant
  • Todoist
    Task is incompleted in Todoist Instant
  • Todoist
    Task is deleted in Todoist Instant
  • Todoist
    Project is created in Todoist
  • Todoist
    Label is created in Todoist
  • Todoist
    Label is updated in Todoist Instant
  • Todoist
    Label is deleted in Todoist Instant
  • Todoist
    Section is created in Todoist
  • Todoist
    Section is updated in Todoist Instant
  • Todoist
    Comment is added in Todoist Instant
  • Todoist
    Comment is updated in Todoist Instant
  • Todoist
    Comment is deleted in Todoist Instant
  • Todoist
    Project is updated in Todoist 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
  • Todoist
    Create task in Todoist
  • Todoist
    Add comment to task in Todoist
  • Todoist
    Search task by name in Todoist
  • Todoist
    Mark task as completed in Todoist
  • Todoist
    Update task in Todoist
  • Todoist
    Delete task in Todoist
  • Todoist
    Create project in Todoist
  • Todoist
    Add comment to project in Todoist
  • Todoist
    Create label in Todoist
  • Todoist
    Create section in Todoist
  • Todoist
    Get project by Id in Todoist

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Ready Workflows Ready Workflows for Follow Up Boss + Todoist Integration

Capture leads, organise tasks, keep projects updated, alert your team, and track follow-ups, all in just one click.

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

Create Todoist task for new Follow Up Boss contact

Follow Up Boss and Todoist 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 Todoist? 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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Follow Up Boss + Todoist Integration

Create Todoist 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 Todoist 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 Todoist, creating task in Todoist is now easier than ever. Whenever a deal is created in Follow Up Boss, you can automatically create a corresponding task in Todoist to keep your team up-to-date.
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  • 1of1
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 + Todoist flow

Sync leads and tasks with your calendar, email, and messaging stack to keep communication moving. Pick a combination and activate it in one click.

Follow Up Boss
Todoist
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
GmailGmail (4)
+
CalendlyCalendly (4)
+
ZapierZapier (4)
+
TwilioTwilio (4)
F
G
T
Create a Google Calendar event when a Follow Up Boss appointment is created, and create a Todoist task.
Follow Up Boss appointments appear instantly in Google Calendar while Todoist logs the follow-up task, eliminating manual scheduling.
F
G
T
When a contact is created in Follow Up Boss, schedule a Google Calendar follow-up and create a Todoist task.
New Follow Up Boss contacts generate a Google Calendar follow-up slot and a Todoist task so agents never miss an outreach window.
G
F
T
When a Google Calendar event is updated, update the contact in Follow Up Boss and create a Todoist task.
Calendar changes update Follow Up Boss contact records and open a Todoist task to keep schedules aligned.
T
G
F
Create a Google Calendar event for every completed Todoist task, and log a call in Follow Up Boss.
Completed Todoist tasks generate a Google Calendar log and record a call in Follow Up Boss for complete activity history.

Supported triggers and actions for Follow Up Boss and Todoist

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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Todoist
Todoist Triggers & Actions
Task is created in Todoist
Triggers the automation when a new task is created
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Instant
Task is completed in Todoist
Triggers the automation when any task is completed
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Instant
Task is updated in Todoist
Triggers the automation when any task is updated
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Instant
Task is incompleted in Todoist
Triggers the automation when a task remains due past the due date
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Instant
Task is deleted in Todoist
Triggers the automation when a task is deleted
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Project is created in Todoist
Triggers the automation when a new project is created
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Label is created in Todoist
Triggers the automation when a new label is created
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Instant
Label is updated in Todoist
Triggers the automation when a label is updated
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Instant
Label is deleted in Todoist
Triggers the automation when any label is removed from the system
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Section is created in Todoist
Triggers the automation when a section is created
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Instant
Section is updated in Todoist
Triggers the automation when a section is updated
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Instant
Comment is added in Todoist
Triggers the automation when a comment is added
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Instant
Comment is updated in Todoist
Triggers the automation when a comment is updated
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Instant
Comment is deleted in Todoist
Triggers the automation when a comment is deleted
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Instant
Project is updated in Todoist
Triggers the automation when a project is updated
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Create task in Todoist
Creates a new task
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Add comment to task in Todoist
Adds a comment to a task
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Search task by name in Todoist
Searches for a task by name
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Mark task as completed in Todoist
Marks the task as completed
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Update task in Todoist
Updates the task with new information or changes
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Delete task in Todoist
Removes a particular task
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Create project in Todoist
Creates a new project
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Add comment to project in Todoist
Adds comments to a project for better collaboration and communication
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Create label in Todoist
Generates a new label
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Create section in Todoist
Creates a new section
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Get project by Id in Todoist
Retrieves project information using the project id
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What can you automate with Follow Up Boss + Todoist?

Streamline your entire workflow by connecting Follow Up Boss triggers directly to Todoist actions.

What you can automate?
🎯
Create Todoist tasks from new Follow Up Boss contacts
Every time a contact is created in Follow Up Boss, a corresponding task is automatically generated in Todoist so agents never miss an initial outreach opportunity.
📋
Capture all custom lead fields and contact details
Map complete contact notes, contact details, and custom fields from Follow Up Boss straight into Todoist task descriptions for comprehensive context.
🔔
Alert team members as soon as inquiries arrive
Notify your sales team instantly by generating priority Todoist tasks the moment appointments or high-value deals are created in Follow Up Boss.
🔀
Route tasks differently based on deal stages
Create specific Todoist projects or urgent tasks when person stages or deal statuses change in Follow Up Boss to keep specialized workflows targeted.
🔄
Keep task lists up to date when CRM records change
Automatically update existing Todoist tasks whenever contact details, deal values, or stage assignments are modified in Follow Up Boss.
🔍
Search and update instead of creating duplicate tasks
Search existing Todoist tasks by name before creating new ones to maintain a clean, organized project board without clutter.
Handle task completion and status milestones
Trigger CRM stage updates or log calls in Follow Up Boss whenever specific project tasks are marked as completed in Todoist.
🌐
Extend your workflow with external tools
Connect Follow Up Boss and Todoist with Google Calendar to schedule meetings, send confirmation emails, and synchronize your entire daily stack.
And much more...

Who is Follow Up Boss + Todoist integration for?

Connecting Follow Up Boss and Todoist helps real estate professionals and sales teams manage incoming leads and daily tasks without missing critical follow-ups.

Real estate sales managers
Real estate sales managers
Field sales agents
Field sales agents
Client account coordinators
Client account coordinators
Inside sales teams
Inside sales teams
Operations supervisors
Operations supervisors
Compliance auditors
Compliance auditors
📈
Real estate sales managers
You review lead conversion metrics every week but your task lists are tracked separately from CRM stages, so reporting numbers are always out of date — this integration means every contact event updates your tasks instantly and your reporting stays accurate.
Field sales agents
You need to respond to incoming hot leads immediately, but manual task creation slows down your outreach, so prospects slip away before you can call — automating both apps means every new lead instantly generates a priority task so you can act fast.
🤝
Client account coordinators
You answer to buyers who expect transparent progress updates, but tracking deliverables across disconnected tools causes communication gaps — connecting these apps means every CRM milestone automatically populates your project task lists for clear oversight.
📊
Inside sales teams
Your team handles high volumes of incoming client inquiries every day, and manual data entry between your CRM and task manager creates severe backlogs — with this integration, every contact and deal update flows straight into structured task lists automatically.
🔄
Operations supervisors
You own the client onboarding pipeline and depend on upstream CRM handoffs to start work, but manual alerts leave your team waiting — automating both apps means every stage change instantly opens the right checklist in your task manager.
📝
Compliance auditors
You need a reliable audit history of all client interactions and task completions, but manual record-keeping always leaves missing gaps in your logs — this integration means every action creates a verified entry across both systems without manual effort.
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 + Todoist

Build and manage your Follow Up Boss + Todoist 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 + Todoist 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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Frequently Asked Questions

How do I connect Follow Up Boss to Todoist?
Frequently Asked Questions
You can connect Follow Up Boss to Todoist in just 1 click using ready templates or by using Integrately AI. Select a pre-built workflow, connect your accounts, and start automating your lead tasks instantly.
Can I automatically create Todoist tasks when new contacts are added in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Todoist, and Gmail?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Todoist?
Frequently Asked Questions
How does Follow Up Boss handle contact updates in automations?
Frequently Asked Questions
Can Todoist tasks trigger updates when completed?
Frequently Asked Questions
Do I need coding skills to build these workflows?
Frequently Asked Questions
Is the Follow Up Boss and Todoist integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Todoist 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.
Todoist
Popular Todoist Integrations
Sync Todoist with project management, time tracking, and note-taking apps to keep your priorities aligned.
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Todoist Integrations arrow right
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