Follow Up Boss + Wrike Integration

Integrate Follow Up Boss to Wrike in one click, or tell Integrately AI how you want each lead handled. Create tasks, update deals, sync files, and track project progress 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
  • Wrike
    Task is created in Wrike Instant
  • Wrike
    Task status is changed in Wrike Instant
  • Wrike
    Comment is created in Wrike Instant
  • Wrike
    Folder is created in Wrike Instant
  • Wrike
    Attachment is added in Wrike Instant
Arrow Right
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
  • Wrike
    Create task in Wrike
  • Wrike
    Get task by Id in Wrike
  • Wrike
    Create a timelog in Wrike
  • Wrike
    Create folder in Wrike
  • Wrike
    Add a comment in task in Wrike
  • Wrike
    Add a comment in folder in Wrike
  • Wrike
    Create project in Wrike
  • Wrike
    Get folder by Id in Wrike

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Ready Workflows Ready Workflows for Follow Up Boss + Wrike Integration

Capture new contacts, create project tasks, update deals, and log activities, all in just one click.

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

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

Create Follow Up Boss task for new Wrike task

Have you ever wished that you could sync your Wrike task with your Follow Up Boss task? Well, now there's a way to do just that!

With this handy integration, every time you create a task in Wrike, a matching task will be created in Follow Up Boss. This is a great way to keep your work organized and ensure that no important tasks fall through the cracks.

So if you're ready to get started, just click on activate and connect your Wrike and Follow Up Boss accounts.
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Follow Up Boss + Wrike Integration

Create Wrike task for new Follow Up Boss contact

Follow Up Boss and Wrike 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 Wrike? 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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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 + Wrike flow

Connect your CRM and project management tools with email, calendar, and messaging apps to streamline your entire team workflow. Pick a combination and activate it in one click.

Follow Up Boss
Wrike
+
Google CalendarGoogle Calendar (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
DocuSignDocuSign (4)
F
G
W
Create a Google Calendar event for every new contact in Follow Up Boss, and schedule a Wrike task kickoff.
New Follow Up Boss contacts instantly appear on your Google Calendar as meetings while creating a kickoff task in Wrike.
W
G
F
When a Wrike task status is changed, update the Google Calendar meeting date and log a note in Follow Up Boss.
Project schedule updates in Wrike automatically adjust your Google Calendar meetings and log notes in Follow Up Boss.
F
W
G
Create a Wrike project when a Follow Up Boss deal is created, and add a Google Calendar reminder for the team.
New Follow Up Boss deals automatically generate Wrike projects and schedule team reminders in Google Calendar.
F
W
G
Use Claude to review Follow Up Boss appointment details, create a Wrike task if urgent, and add a Google Calendar event.
Claude analyzes new Follow Up Boss appointments, sets up Wrike tasks for urgent items, and schedules Google Calendar slots.

Supported triggers and actions for Follow Up Boss and Wrike

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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Wrike
Wrike Triggers & Actions
Instant
Task is created in Wrike
Triggers the automation when a new task is created
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Instant
Task status is changed in Wrike
Triggers the automation when the status of a task is changed
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Instant
Comment is created in Wrike
Triggers the automation when a new comment is created
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Instant
Folder is created in Wrike
Triggers the automation when a new folder is created
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Instant
Attachment is added in Wrike
Triggers the automation when a new attachment is added
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Create task in Wrike
Creates a new task
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Get task by Id in Wrike
Retrieves a task using its id
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Create a timelog in Wrike
Record and track the time spent
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Create folder in Wrike
Creates a new folder in the designated location
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Add a comment in task in Wrike
Adds a comment to a task in the workflow
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Add a comment in folder in Wrike
Adds a comment to a folder within the designated workspace
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Create project in Wrike
Creates a new project
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Get folder by Id in Wrike
Retrieve a folder from a database or storage system using its id
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What can you automate with Follow Up Boss + Wrike?

Streamline your client management and project delivery by connecting Follow Up Boss triggers to Wrike actions.

What you can automate?
🔄
Create tasks from new CRM contacts
Automatically generate a Wrike task the moment a new contact is created in Follow Up Boss. Ensure every prospective client triggers an immediate operational response.
📋
Capture every submitted contact field
Map all custom contact fields, phone numbers, and notes from Follow Up Boss directly into Wrike task descriptions. Keep your project boards fully informed without manual copying.
🔔
Alert team members instantly on updates
Trigger instant task creation in Wrike whenever a Follow Up Boss deal is updated or a person stage changes. Keep sales and delivery teams aligned at all times.
🔀
Route tasks based on contact hotness
Set up conditional workflows that assign high-priority Wrike tasks when a Follow Up Boss contact is marked hot, and standard tasks for regular inquiries.
📝
Keep project records synchronized
Automatically update Wrike task statuses and add comments whenever notes are logged or deals change stages in Follow Up Boss. Maintain perfect data consistency.
🔍
Find and update existing records
Search for existing Wrike tasks before creating new ones when Follow Up Boss contacts are updated. Prevent duplicate work and keep project histories clean.
⏱️
Manage later project stage transitions
Trigger follow-up actions in Follow Up Boss whenever Wrike task statuses change or project milestones are completed. Close the loop between delivery and sales.
🔗
Extend workflows to team messaging tools
Connect your Follow Up Boss and Wrike flow with Slack to post instant team notifications whenever new contacts or project updates occur.
And much more...

Who is Follow Up Boss + Wrike integration for?

Connecting Follow Up Boss and Wrike helps real estate agents, project managers, and operations teams eliminate manual data entry and streamline client onboarding workflows.

Operations Directors
Operations Directors
Sales Team Leads
Sales Team Leads
Client Success Managers
Client Success Managers
Real Estate Brokers
Real Estate Brokers
Project Coordinators
Project Coordinators
Business Analysts
Business Analysts
📈
Operations Directors
You review pipeline reports and task completion metrics each week, but manual data entry between your CRM and project boards leaves your dashboards incomplete — this integration means every new deal and task status update syncs instantly so your reports reflect real-time progress.
Sales Team Leads
You need agents to jump on hot leads the moment they arrive, but slow handoffs between CRM records and project boards delay your outreach — automating both apps means every contact triggers immediate task creation so your team acts without missing a beat.
🤝
Client Success Managers
You answer to clients who expect project milestones to align perfectly with their sales agreements, but disconnected systems cause communication gaps — connecting these apps means client onboarding tasks start immediately when a deal is won.
📊
Real Estate Brokers
You manage high volumes of property inquiries and client appointments every day, but keeping task trackers updated by hand is exhausting — this integration means every contact and appointment flows into your project boards automatically.
📋
Project Coordinators
You depend on sales reps to hand over client details before you can begin project setup, but incomplete notes stall your work — automating both apps means every required task and contact detail arrives structured and ready for execution.
🗂️
Business Analysts
You rely on accurate historical records for client lifecycle analysis, but manual copy errors leave gaps in your audit trail — integrating these apps means every contact update and task status change is recorded reliably.
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 + Wrike

Build and manage your Follow Up Boss + Wrike 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 + Wrike 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Follow Up Boss to Wrike?
Frequently Asked Questions
You can connect Follow Up Boss to Wrike in one click using pre-built templates on Integrately. Choose a ready automation, connect your accounts, and let Integrately AI handle field mapping instantly.
Can I automatically create a Wrike task when a new contact is added in Follow Up Boss?
Frequently Asked Questions
Can I connect Follow Up Boss, Wrike, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Wrike?
Frequently Asked Questions
How does Follow Up Boss handle contact data transfers to Wrike?
Frequently Asked Questions
Can Wrike project status updates modify Follow Up Boss deals?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Wrike?
Frequently Asked Questions
Is the Follow Up Boss and Wrike integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Follow Up Boss or Wrike With 1500+ Other Apps

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