Follow Up Boss + Zendesk Integration

Integrate Follow Up Boss to Zendesk in one click, or tell Integrately AI how you want each lead handled. Sync customer details, create support tickets, update contact stages, and notify your support team 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
  • Zendesk
    Ticket is solved in Zendesk
  • Zendesk
    Ticket is updated in Zendesk
  • Zendesk
    Ticket is created in Zendesk
  • Zendesk
    Ticket is created in view in Zendesk
  • Zendesk
    Activity(Audit) is added for specific ticket in Zendesk
  • Zendesk
    View is created in Zendesk
  • Zendesk
    User is created in Zendesk
  • Zendesk
    Group is created in Zendesk
  • Zendesk
    Organization is created in Zendesk
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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
  • Zendesk
    Get organization by id in Zendesk
  • Zendesk
    Create ticket in Zendesk
  • Zendesk
    Update ticket in Zendesk
  • Zendesk
    Add comment to ticket in Zendesk
  • Zendesk
    Search ticket in Zendesk
  • Zendesk
    Add tag to ticket in Zendesk
  • Zendesk
    Create user in Zendesk
  • Zendesk
    Update user in Zendesk
  • Zendesk
    Search agent in Zendesk
  • Zendesk
    Search user in Zendesk
  • Zendesk
    Get user by id in Zendesk
  • Zendesk
    Create organization in Zendesk
  • Zendesk
    Update organization in Zendesk
  • Zendesk
    Search organization in Zendesk
  • Zendesk
    Search group in Zendesk

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Ready Workflows Ready Workflows for Follow Up Boss + Zendesk Integration

Create support tickets from new contacts, update customer records, sync details across teams, and trigger follow-up tasks, all in just one click.

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

Create Follow Up Boss contact from new Zendesk ticket

If you're using {{trigger.CustomerSupport}} to manage your customer support tickets, you may be wondering how to also create corresponding contacts in Follow Up Boss. Luckily, it's a process that's pretty simple to set up.

Use this {{trigger.CustomerSupport}} - Follow Up Boss integration to create a connection between the two platforms so that any new ticket created in {{trigger.CustomerSupport}} will automatically create a contact in Follow Up Boss.

This makes it easy to keep track of your support tickets and contacts in one place.
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Follow Up Boss + Zendesk Integration

Create Zendesk ticket for new Follow Up Boss deal

Follow Up Boss is a great tool for managing customer relationships. However, when an deal is created in Follow Up Boss, it can be difficult to track the progress of that deal and ensure that all interactions with the customer are documented. This can be a challenge for customer support teams, who need to track every interaction with a customer in order to provide excellent service.

A solution to this problem is to create a ticket in Zendesk whenever an deal is created in Follow Up Boss. This will help ensure that all interactions with the customer are documented and tracked and that the customer support team has visibility into the progress of the deal.
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Connect more apps to your Follow Up Boss + Zendesk flow

Capture incoming leads, update external spreadsheets, notify teams on messaging channels, and trigger customer communications seamlessly after your core sync completes. Pick a combination and activate it in one click.

Follow Up Boss
Zendesk
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Google AdsGoogle Ads (4)
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CalendlyCalendly (4)
+
GmailGmail (4)
+
MailchimpMailchimp (4)
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SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
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F
Z
When a new lead arrives in Google Ads, create a contact in Follow Up Boss and open a Zendesk ticket
New Google Ads leads instantly appear in Follow Up Boss as contacts and generate a support ticket in Zendesk, keeping sales and support aligned.
F
Z
G
When a contact is created in Follow Up Boss, create a Zendesk ticket and update the campaign status in Google Ads
Every Follow Up Boss contact triggers a Zendesk ticket while updating your campaign records in Google Ads.
Z
F
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When a Zendesk ticket is solved, update the contact stage in Follow Up Boss and log the conversion in Google Ads
Resolved Zendesk tickets update Follow Up Boss contact stages and log successful conversions back in Google Ads.
G
F
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If a Google Ads lead is high value, create a priority Follow Up Boss contact, open an urgent Zendesk ticket, and notify the team
High-value Google Ads leads get priority handling with instant Follow Up Boss contact creation, urgent Zendesk tickets, and team alerts.

Supported triggers and actions for Follow Up Boss and Zendesk

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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Zendesk
Zendesk Triggers & Actions
Ticket is solved in Zendesk
Triggers the automation when a ticket is solved
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Ticket is updated in Zendesk
Triggers the automation when a ticket is updated
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Ticket is created in Zendesk
Triggers the automation when a new ticket is created
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Ticket is created in view in Zendesk
Triggers the automation when a new ticket is created in a particular view
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Activity(Audit) is added for specific ticket in Zendesk
Triggers the automation when a ticket is audited
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View is created in Zendesk
Triggers the automation when a new view is created
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User is created in Zendesk
Triggers the automation when a new user is created
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Group is created in Zendesk
Triggers the automation when a new group is created
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Organization is created in Zendesk
Triggers the automation when a new organization is created
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Get organization by id in Zendesk
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Create ticket in Zendesk
Generates a new ticket
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Update ticket in Zendesk
Updates ticket information
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Add comment to ticket in Zendesk
Adds a comment to a ticket
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Search ticket in Zendesk
Searches for a ticket
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Add tag to ticket in Zendesk
Adds a tag to a ticket for easy categorization and tracking
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Create user in Zendesk
Generates a new user account
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Update user in Zendesk
Updates user information
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Search agent in Zendesk
Searches for agent based on criteria
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Search user in Zendesk
Searches for a user
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Get user by id in Zendesk
Retrieves user information using their id
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Create organization in Zendesk
Generates a new invoice
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Update organization in Zendesk
Updates organization information
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Search organization in Zendesk
Finds and retrieves information about a organization
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Search group in Zendesk
Searches for a group
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What can you automate with Follow Up Boss + Zendesk?

Streamline your customer operations by connecting real estate CRM records with centralized support ticketing.

What you can automate?
🔄
Sync Follow Up Boss contacts to Zendesk tickets
Automatically open a Zendesk support ticket the moment a new contact or deal is created in Follow Up Boss, keeping your sales and support departments fully aligned.
📋
Capture every submitted contact and ticket field
Map all available contact attributes and custom ticket fields between Follow Up Boss and Zendesk instead of transferring only basic names and email addresses.
🔔
Alert your team instantly on new tickets
Send instant notifications to your support channel or sales reps whenever a critical ticket or high-value contact enters your system.
🔀
Route support tickets based on contact stages
Create high-priority Zendesk tickets when a Follow Up Boss contact stage is updated to hot, ensuring VIP prospects receive immediate assistance.
🔄
Keep contact records up to date as tickets evolve
Automatically update Follow Up Boss contact details and stages whenever corresponding support tickets are modified or resolved in Zendesk.
🔍
Search and update existing records safely
Prevent duplicate entries by searching for existing records in Follow Up Boss before creating new customer profiles or updating tickets.
Handle later ticket resolution events
Trigger automated CRM stage updates and follow-up sequences in Follow Up Boss the moment a Zendesk support ticket is solved.
📊
Extend your workflow to external spreadsheets
Connect your Follow Up Boss and Zendesk flow to Google Sheets to maintain a centralized backup of all customer interactions and ticket statuses.
And much more...

Who is Follow Up Boss + Zendesk integration for?

Real estate agents, support leads, and operations managers eliminate manual data re-entry by automatically syncing contacts and customer support tickets between Follow Up Boss and Zendesk.

Operations managers
Operations managers
Real estate team leads
Real estate team leads
Account managers
Account managers
Support supervisors
Support supervisors
Sales development reps
Sales development reps
Customer success leads
Customer success leads
📈
Operations managers
You're reviewing support throughput and sales conversion metrics, but your tracking dashboards only update when someone manually exports records, so the row counts you're optimising against are always a few hours behind — this integration means every new contact and ticket syncs instantly and your data stays current.
Real estate team leads
You need to act fast when high-value buyers reach out, and you find out too late because support tickets remain trapped in a separate helpdesk tool — automating both apps means every customer inquiry triggers immediate CRM visibility so your agents can respond without delay.
📋
Account managers
You answer to clients who want to see daily progress reports on their open support issues and real estate transactions, but compiling updates by hand takes hours — with this integration, all contact notes and ticket statuses update automatically across both systems.
🔄
Support supervisors
The volume of incoming client inquiries is too high for anyone to keep up by hand, leading to missed customer touchpoints and delayed ticket resolutions — connecting these apps means every contact creation automatically spins up the correct support record without manual queuing.
🤝
Sales development reps
You own the initial outreach and depend on someone upstream to hand over qualified leads from support or marketing channels, but manual handoffs cause friction — automating both apps means every lead moves smoothly from ticket creation to your active CRM pipeline.
🗂️
Customer success leads
You need a reliable history of every client interaction and keep finding gaps where support tickets were never logged against the CRM profile — this integration means every ticket update immediately enriches the correct contact record with zero missing data.
Our team

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Why choose Integrately to automate Follow Up Boss + Zendesk

Build and manage your Follow Up Boss + Zendesk 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 + Zendesk 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?

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Frequently Asked Questions

How do I connect Follow Up Boss to Zendesk?
Frequently Asked Questions
You can connect Follow Up Boss to Zendesk in 1 click using ready templates on Integrately, or use Integrately AI to build custom multi-step workflows with apps like Slack and Google Sheets.
Can I automatically create a Zendesk ticket when a Follow Up Boss contact is created?
Frequently Asked Questions
Can I connect Follow Up Boss, Zendesk, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Follow Up Boss and Zendesk?
Frequently Asked Questions
How does Follow Up Boss handle contact stage updates in automations?
Frequently Asked Questions
Can Zendesk ticket resolution update Follow Up Boss contact records?
Frequently Asked Questions
Do I need coding skills to automate Follow Up Boss and Zendesk?
Frequently Asked Questions
Is the Follow Up Boss and Zendesk integration free?
Frequently Asked Questions
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You Can Also Connect Follow Up Boss or Zendesk With 1500+ Other Apps

Follow Up Boss
Popular Follow Up Boss Integrations
Connect Follow Up Boss to CRMs, marketing platforms, and scheduling tools to manage and follow up on your client interactions.
Zendesk
Popular Zendesk Integrations
Sync Zendesk with customer success, reporting, and messaging tools to keep support data working across your stack.
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Zendesk Integrations arrow right
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