Follow Up Boss + WATI Integration

Integrate Follow Up Boss to WATI in one click, or tell Integrately AI how you want each lead handled. Capture new contacts, trigger WhatsApp template messages, update your CRM, and notify your team instantly.

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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
  • WATI
    Message is received in WATI Instant
  • WATI
    Reply is received to sent message in WATI Instant
  • WATI
    Contact is created in WATI
  • WATI
    Message is read in WATI Instant
  • WATI
    Message is delivered in WATI Instant
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2.
  • Follow Up Boss
    Update deal in Follow Up Boss
  • Follow Up Boss
    Search 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
    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
  • WATI
    Send template message in WATI
  • WATI
    Send session message in WATI
  • WATI
    Create contact in WATI
  • WATI
    Update contact attributes in WATI

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Ready Workflows Ready Workflows for Follow Up Boss + WATI Integration

Send WhatsApp messages to new leads, update contact stages, log calls, and trigger notifications, all in just one click.

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

Create Follow Up Boss task for new WATI contact

In WATI, when you create a contact, it automatically creates a task in Follow Up Boss for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Follow Up Boss + WATI Integration

Send WATI message for new Follow Up Boss deal

Whenever a new deal is created in your Follow Up Boss, you'll want to communicate with your team to make sure everyone is on the same page. Sending WATI message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this Follow Up Boss - WATI integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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WATI + Follow Up Boss Integration

Create Follow Up Boss deal from new WATI contact

Anytime a new contact is created in your WATI, a new deal will automatically be created in your Follow Up Boss. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This WATI - Follow Up Boss integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Follow Up Boss + WATI Integration

Create WATI contact for new Follow Up Boss contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Follow Up Boss - WATI integration, anytime a new Follow Up Boss contact is created, an WATI contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Follow Up Boss + WATI Integration

Send WATI message for new Follow Up Boss contact

Anytime a new contact is added to your Follow Up Boss, automatically send them a message through WATI letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Follow Up Boss - WATI integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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WATI + Follow Up Boss Integration

Create Follow Up Boss contact for new WATI contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this WATI - Follow Up Boss integration, anytime a new WATI contact is created, an Follow Up Boss contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Follow Up Boss + WATI flow

Capture leads from campaigns, schedule meetings, sync marketing lists, and collect signed documents within your messaging pipeline. Pick a combination and activate it in one click.

Follow Up Boss
WATI
+
Facebook Lead AdsFacebook Lead Ads (3)
+
Google CalendarGoogle Calendar (1)
+
MailchimpMailchimp (1)
+
CalendlyCalendly (1)
+
Google SheetsGoogle Sheets (1)
+
DocuSignDocuSign (1)
F
F
W
Add every Facebook Lead Ads lead to Follow Up Boss, and send a welcome message in WATI.
Every Facebook Lead Ads lead lands in Follow Up Boss as a new contact and triggers a welcome message via WATI.
F
F
W
Notify your sales team on WATI whenever a new Facebook Lead Ads lead creates a contact in Follow Up Boss.
New Facebook Lead Ads leads instantly create contacts in Follow Up Boss and alert your team via WATI.
F
F
W
If a Facebook Lead Ads lead selects enterprise tier, add a high-priority contact in Follow Up Boss and send an enterprise template message in WATI.
Qualify Facebook Lead Ads submissions, update Follow Up Boss, and route high-value contacts through WATI.

Supported triggers and actions for Follow Up Boss and WATI

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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Search deal in Follow Up Boss
Retrieves and find a deal
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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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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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WATI
WATI Triggers & Actions
Instant
Message is received in WATI
Triggers the automation when a new message is received
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Instant
Reply is received to sent message in WATI
Triggers the automation when a reply is received to a sent message
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Contact is created in WATI
Triggers the automation when a new contact is created
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Instant
Message is read in WATI
Triggers the automation when a message is read by the recipient
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Instant
Message is delivered in WATI
Triggers the automation when a message is delivered
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Send template message in WATI
Sends a reply
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Send session message in WATI
Sends a session message
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Create contact in WATI
Adds a new contact to the database
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Update contact attributes in WATI
Updates contact information with new details
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What can you automate with Follow Up Boss + WATI?

Streamline your communication workflows by connecting lead management events directly to WhatsApp messaging actions.

What you can automate?
💬
Trigger WhatsApp messages from new contacts
Automatically send a template message in WATI the moment a new contact is created in Follow Up Boss to engage leads instantly.
📋
Capture every contact attribute and detail
Map all available contact fields and updates between Follow Up Boss and WATI so your messaging history remains perfectly accurate.
🔔
Alert your sales team immediately
Send session messages to internal team channels in WATI whenever critical deals or appointments are updated in Follow Up Boss.
🔀
Route communications based on lead hotness
Send different WhatsApp template messages depending on the lead's hotness tag or current stage in Follow Up Boss.
🔄
Keep contact records synchronized
Update contact attributes in WATI automatically whenever contact stages or details change in Follow Up Boss.
🔍
Search and update existing records
Search for existing contacts in Follow Up Boss before creating new entries to prevent duplicate profiles in your database.
📅
Manage appointments and reminders
Trigger automated WhatsApp reminders through WATI whenever new appointments are scheduled in Follow Up Boss.
📈
Extend flows with marketing tools
Connect Facebook Lead Ads to capture submissions, send them to Follow Up Boss, and initiate instant WATI conversations.
And much more...

Who is Follow Up Boss + WATI integration for?

Real estate agents, sales managers, and customer support teams use this integration to eliminate manual data entry, accelerate lead response times, and keep communication channels synchronized.

Sales directors
Sales directors
Real estate agents
Real estate agents
Account managers
Account managers
Operations leads
Operations leads
Sales reps
Sales reps
CRM administrators
CRM administrators
📈
Sales directors
You report on pipeline metrics and conversion rates, but your dashboard numbers are always stale because agents manually log communications hours later — with this integration, every contact update and message delivery flows automatically so your pipeline metrics stay current.
Real estate agents
You need to act fast when hot leads appear, but you find out too late because inquiries sit unread in your inbox — automating both apps means every new lead instantly triggers a WhatsApp message and updates your CRM without delay.
🤝
Account managers
You answer to clients who want immediate progress updates on their properties or requests, but manual status tracking creates frustrating bottlenecks — this integration means every stage change and appointment instantly notifies your clients.
📊
Operations leads
The volume of inbound inquiries is too high for anyone to keep up by hand, leading to missed follow-ups and dropped leads — automating both apps means every new contact and deal update is handled instantly without manual intervention.
🔄
Sales reps
You own the next step in the closing process and depend on marketing teams to hand over lead data cleanly — integrating these apps means contact details and chat histories arrive ready for your follow-up call immediately.
📝
CRM administrators
You need a reliable audit history of every client interaction and keep finding gaps caused by forgotten manual notes — with this integration, every communication and stage update is logged consistently across your workspace.
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Why choose Integrately to automate Follow Up Boss + WATI

Build and manage your Follow Up Boss + WATI 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 + WATI 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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2
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Connect Accounts
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Frequently Asked Questions

How do I connect Follow Up Boss to WATI?
Frequently Asked Questions
You can connect Follow Up Boss to WATI instantly using 1-click ready workflows or Integrately AI. Simply select your trigger event in Follow Up Boss and your desired message action in WATI, connect your accounts, and your automation runs securely in the background alongside 1,500+ other supported apps.
Can I automatically send WhatsApp messages when a new contact is created in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, WATI, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and WATI?
Frequently Asked Questions
How does Follow Up Boss handle contact updates in this integration?
Frequently Asked Questions
How does WATI send template messages in automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and WATI?
Frequently Asked Questions
Is the Follow Up Boss and WATI integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or WATI With 1500+ Other Apps

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