Follow Up Boss + WishList Member Integration

Integrate Follow Up Boss to WishList Member in one click, or tell Integrately AI how you want each member handled. Sync memberships, create CRM contacts, update statuses, and trigger follow-ups automatically.

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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
  • WishList Member
    Member is added to level in WishList Member Instant
  • WishList Member
    Member is removed from level in WishList Member Instant
  • WishList Member
    Member is cancelled from level in WishList Member Instant
  • WishList Member
    Member is uncancelled from level in WishList Member Instant
Arrow Right
2.
  • Follow Up Boss
    Get contact by id in Follow Up Boss
  • 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
    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
  • WishList Member
    Add member in WishList Member
  • WishList Member
    Add member to level in WishList Member
  • WishList Member
    Search member in WishList Member
  • WishList Member
    Remove member from level in WishList Member
  • WishList Member
    Cancel member from level in WishList Member
  • WishList Member
    Get member details by ID in WishList Member

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Ready Workflows Ready Workflows for Follow Up Boss + WishList Member Integration

Enroll new members, sync contacts, update subscription levels, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Follow Up Boss + WishList Member Integration

Create WishList Member contact for new Follow Up Boss contact

If you're using Follow Up Boss to manage your sales leads, it's important to also use WishList Member to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Follow Up Boss, a corresponding contact will automatically be created in WishList Member.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
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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 + WishList Member flow

Send member data to email campaigns, schedule onboarding calls, process payments, and track support requests. Pick a combination and activate it in one click.

Follow Up Boss
WishList Member
+
MailchimpMailchimp (3)
+
ZapierZapier (2)
+
Google CalendarGoogle Calendar (2)
+
StripeStripe (2)
+
TypeformTypeform (2)
+
SlackSlack (2)
W
M
F
Add every new WishList Member member to your Mailchimp audience and create a contact in Follow Up Boss
New WishList Member members are added to Mailchimp and Follow Up Boss instantly, eliminating manual data entry.
W
M
F
When a member is cancelled in WishList Member, update their status in Mailchimp and Follow Up Boss
Cancelled memberships immediately update your Mailchimp segment and Follow Up Boss record without manual intervention.
F
M
W
When a contact is updated in Follow Up Boss, update the subscriber in Mailchimp and add a member in WishList Member
Changes in Follow Up Boss automatically sync updates to your Mailchimp audience and WishList Member accounts.

Supported triggers and actions for Follow Up Boss and WishList Member

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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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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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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WishList Member
WishList Member Triggers & Actions
Instant
Member is added to level in WishList Member
Triggers the automation when user is granted access to a new membership level
Try it →
Instant
Member is removed from level in WishList Member
Triggers the automation when a member is cancelled from a level
Try it →
Instant
Member is cancelled from level in WishList Member
Triggers the automation when access to a membership level has been terminated
Try it →
Instant
Member is uncancelled from level in WishList Member
Triggers the automation when access to a previously canceled membership level has been restored
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Add member in WishList Member
Adds a new member to the particular group or team
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Add member to level in WishList Member
Adds a new member to a level
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Search member in WishList Member
Searches for a member with
Try it →
Remove member from level in WishList Member
Removes a member from a particular level
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Cancel member from level in WishList Member
Removes a member from a particular level
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Get member details by ID in WishList Member
Retrieves a member's data based on their id
Try it →

What can you automate with Follow Up Boss + WishList Member?

Sync your membership subscriptions with your CRM to keep every client record up to date automatically.

What you can automate?
🔄
Sync new members to your CRM
Automatically create a contact in Follow Up Boss the moment a member is added to a level in WishList Member.
📋
Capture every submitted field
Map all available membership registration details directly into Follow Up Boss fields instead of just names and emails.
🔔
Alert your team instantly
Send notifications to your staff in Slack or via email whenever a high-value member joins your site.
🔀
Route based on membership level
Apply different action plans in Follow Up Boss depending on which membership level a user registers for.
📝
Keep CRM data up to date
Update contact details and subscription stages in Follow Up Boss whenever membership profiles change.
🔍
Search before creating records
Search for existing contacts in Follow Up Boss before adding new members to prevent duplicate entries.
⚠️
Handle membership cancellations
Automatically update contact stages in Follow Up Boss when a member is cancelled from a level in WishList Member.
💬
Extend flows with Slack alerts
Connect your core automation to Slack to broadcast registration events and keep teams informed in real time.
And much more...

Who is Follow Up Boss + WishList Member integration for?

Membership site owners, real estate agents, and customer success teams save hours of manual data entry by keeping client records and membership levels perfectly aligned.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Membership site administrators
Membership site administrators
Sales managers
Sales managers
Operations leads
Operations leads
📈
Performance marketers
You're running acquisition campaigns for your site but your CRM counts only update when someone manually exports members, so the pipeline reports you're reviewing are always hours behind — with this integration, every new signup creates a contact instantly and your data stays current.
Sales representatives
You need to follow up with high-value membership signups right away, but you find out about new registrations too late because user lists sit unchecked — automating both apps means every member becomes a CRM lead immediately so you can reach out while they are online.
🤝
Client success managers
You answer to stakeholders who want immediate visibility into new subscriber growth, but cross-checking database exports wastes valuable hours — this integration means membership events flow straight into your tracking pipeline without manual copy-pasting.
🔄
Membership site administrators
The volume of daily registrations is too high for anyone to keep up by hand, leading to missed CRM records and unassigned accounts — automating both apps means every subscription event is logged accurately without manual overhead.
📋
Sales managers
You own the outreach pipeline and depend on membership signup data to assign follow-up tasks to your agents, but delayed handoffs stall your outreach — this integration means every new member instantly creates assigned CRM activities.
🗂️
Operations leads
You need a reliable history of all member interactions and keep finding gaps between your site registrations and CRM records — automating both apps means every member event is logged with zero missing entries.
Our team

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Why choose Integrately to automate Follow Up Boss + WishList Member

Build and manage your Follow Up Boss + WishList Member 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 + WishList Member 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.
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How Integrately Works?

1
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Frequently Asked Questions

How do I connect Follow Up Boss to WishList Member?
Frequently Asked Questions
You can connect Follow Up Boss to WishList Member instantly using 1-click ready workflows or Integrately AI. Pair it with Mailchimp, Slack, Stripe, and 1,500+ other apps.
Can I automatically create a Follow Up Boss contact when a new WishList Member member joins?
Frequently Asked Questions
Can I connect Follow Up Boss, WishList Member, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and WishList Member?
Frequently Asked Questions
How does Follow Up Boss handle contact updates from WishList Member?
Frequently Asked Questions
How do WishList Member cancellations update Follow Up Boss?
Frequently Asked Questions
Do I need coding skills to integrate Follow Up Boss and WishList Member?
Frequently Asked Questions
Is the Follow Up Boss and WishList Member integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or WishList Member With 1500+ Other Apps

Follow Up Boss
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WishList Member
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