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Zapier makes it easy to integrate Follow Up Boss with Notion - no code necessary. See how you can get setup in minutes.

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Follow Up Boss
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Follow Up Boss
1. Choose trigger event
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Notion
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Notion
2. Choose action
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1. Select the event
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Follow Up Boss
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Appointment" from Follow Up Boss.

Add your action

An action happens after the trigger—such as "Add Block to Page" in Notion.

You’re connected!

Zapier seamlessly connects Follow Up Boss and Notion, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Follow Up Boss triggers, actions, and search
    New Appointment

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

    Trigger
    Instant
    Try It
    • Pipeline name
    • Stage name
    Trigger
    Instant
    Try It
    • Stage name
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Team Member(s)
    Action
    Write
  • Follow Up Boss triggers, actions, and search
    New Deal

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

    Trigger
    Instant
    Try It
  • Follow Up Boss triggers, actions, and search
    New Contact

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

    Trigger
    Instant
    Try It
    • Tag name
      Required
    Trigger
    Instant
    Try It
    • Contact Phone, Email, or ID
      Required
    • Tag(s)
      Required
    Action
    Write

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Follow Up Boss and Notion

Track new client inquiries in Notion

When a new client inquiry is logged in Follow Up Boss, Zapier can create a new database item in Notion with the details. This streamlines information collection and ensures all client inquiries are documented in one place for better management.

Business Owner
Try it
Organize lead information from Follow Up Boss in Notion

Whenever a new contact is created in Follow Up Boss, Zapier updates a Notion database with the lead details. This keeps marketing teams aligned on target audiences and helps streamline communication strategies.

Marketing & Marketing Ops
Create tasks in Follow Up Boss for updated projects

When a Notion project database item is updated, Zapier automatically creates a corresponding task in Follow Up Boss. This workflow ensures sales operations teams can stay on top of project changes and promptly act on new priorities.

Sales Ops

Learn how to automate Follow Up Boss on the Zapier blog

Learn how to automate Notion on the Zapier blog

Make work flow with AI

Level up your Follow Up Boss to Notion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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About Follow Up Boss
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.
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About Notion
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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