Follow Up Boss + Insightly Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Follow Up Boss and Insightly, with as many as 138 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Follow Up Boss + Insightly and requires absolutely zero coding experience—the only limit is your own imagination.

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New Contact

Fires when a new contact is created in Follow Up Boss.

New Inquiry or Website Event

Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.

New Deal

Fires when a new deal is created in Follow Up Boss.

Create Note

Creates a note on a contact

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

New Contact

A new contact was created in your Insightly account.

Create Contact

Create a new contact in your Insightly account.

New Task

A new task was created in your Insightly account.

Create Task

Create a new task in your Insightly account.

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Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.

Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.

See Insightly Integrations