Connect Follow Up Boss and Compass to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Follow Up Boss to Compass with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with Compass - no code necessary. See how you can get setup in minutes.
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 "Create a New Lead" in Compass.
You’re connected!
Zapier seamlessly connects Follow Up Boss and Compass, 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.
- New Appointment
Fires when a new appointment is created in Follow Up Boss.
Try ItTriggerInstant - Pipeline name
- Stage name
Try ItTriggerInstant- Stage name
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Team Member(s)
ActionWrite
- New Deal
Fires when a new deal is created in Follow Up Boss.
Try ItTriggerInstant - New Contact
Fires when a new contact is created in Follow Up Boss.
Try ItTriggerInstant - Tag nameRequired
Try ItTriggerInstant- Contact Phone, Email, or IDRequired
- Tag(s)Required
ActionWrite
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Follow Up Boss and Compass
Track new contacts from Follow Up Boss in Compass.
For busy business owners managing multiple systems, Zapier can eliminate duplicate data entry. When a new contact is created in Follow Up Boss, Zapier will automatically create a lead in Compass CRM. This centralizes lead information and improves workflow efficiency across platforms.
Business OwnerUpdate Compass CRM with tagged leads from Follow Up Boss.
Marketing teams often need accurate data to optimize campaigns. When a tag is added to a contact in Follow Up Boss, Zapier will automatically create a lead in Compass CRM. This ensures campaigns target the right leads based on real-time updates from your lead management tool.
Marketing & Marketing OpsSync deals from Follow Up Boss to Compass.
Sales Ops professionals can streamline their pipeline management. When a new deal is created in Follow Up Boss, Zapier will automatically create a corresponding lead in Compass CRM. This enables end-to-end management of sales opportunities without manual effort.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Frequently Asked Questions about Follow Up Boss + Compass integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Follow Up Boss and Compass
How do I start integrating Follow Up Boss with Compass in our system?
To integrate Follow Up Boss with Compass, you need to log into both platforms and navigate to the integrations or settings section. From there, you can initiate the connection by providing necessary API keys or OAuth permissions that link the two accounts together.
What kind of triggers can we set for automation between Follow Up Boss and Compass?
You can set triggers in Follow Up Boss that respond to specific actions such as a new lead being added, an update on lead status, or an appointment being scheduled. These triggers will then initiate actions in Compass like creating a new contact or updating client records.
Are there any limitations during the integration process?
Currently, the integration does not support custom field mapping or syncing historical data before the setup date. Ensure that your existing data structure aligns with default fields for accurate syncing going forward.
Can we customize actions within Compass based on different triggers from Follow Up Boss?
Yes, customization is possible. For each trigger in Follow Up Boss, you can define specific actions within Compass. For example, if a lead's status changes to 'hot', you can automatically create a task for a follow-up call in Compass.
How do we handle data conflicts between Follow Up Boss and Compass during integration?
In the event of data conflicts, our system prioritizes updates made in Follow Up Boss as authoritative unless specified otherwise during initial setup. Review your integration settings to ensure this aligns with your protocol needs.
Is real-time data synchronization available when using this integration?
Real-time synchronization is supported for most standard fields within both systems. However, please verify under your current plan conditions as some features may require additional configurations.
What should we do if there's an error during integration setup?
If you encounter an error during setup, verify all entered information such as API keys are correct and check both platforms' status pages for ongoing issues. Our support can assist further if needed.
