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Set up your first integration
Quickly connect Follow Up Boss to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Follow Up Boss with monday.com - 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 "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Follow Up Boss and monday.com, 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
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Practical ways you can use Follow Up Boss and monday.com
Track new real estate leads in monday.com
When a new contact is created in Follow Up Boss, Zapier automatically creates an item in a specific monday.com board. This setup centralizes lead tracking, improving organization and enabling better collaboration among team members.
Business OwnerCreate tasks for new appointments
When a new appointment is added in Follow Up Boss, Zapier creates a task in monday.com. This ensures project managers can plan upcoming work effectively, eliminating oversight and improving task prioritization.
Project ManagementNotify team about updated deals in monday.com
When a deal stage is updated in Follow Up Boss, Zapier sends an update to a specific monday.com board or item. This automation ensures everyone is on the same page without relying on manual updates, reducing gaps in communication.
Sales OpsLearn how to automate Follow Up Boss on the Zapier blog
Learn how to automate monday.com on the Zapier blog
Frequently Asked Questions about Follow Up Boss + monday.com 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 monday.com
Can I integrate Follow Up Boss with monday.com using Zapier?
Yes, you can integrate Follow Up Boss with monday.com using our platform. This integration can automate workflows by allowing you to create custom triggers and actions between the two applications. For instance, when a new lead is added in Follow Up Boss, an item can automatically be created in monday.com.
What are some examples of triggers available for the integration of Follow Up Boss with monday.com?
Triggers available include when a new contact is added, an existing contact is updated in Follow Up Boss, or when a note is created. These events can trigger specific actions in monday.com such as updating an item or creating a new pulse.
What kind of actions can I automate on monday.com using the integration with Follow Up Boss?
You can automate actions like creating new items, updating existing ones, or adding notes to pulses on monday.com whenever certain events occur in Follow Up Boss, such as the addition of a new lead or change in contact status.
Is it possible to update multiple fields in monday.com from changes made in Follow Up Boss?
Yes, it's possible to update multiple fields on an item in monday.com based on specific changes made within Follow Up Boss. For example, changing a contact's status could update corresponding status fields and notes within a board on monday.com.
How do I set up an automation to create tasks in monday.com from Follow Up Boss leads?
To set up this automation, you'll need to define a trigger event such as 'new lead created' in Follow Up Boss and choose the action 'create item' on your desired board in monday.com. Our platform guides you through mapping information from your lead records into task details efficiently.
Do I need any special permissions to connect Follow Up Boss with my monday.com account through your platform?
You'll need API access enabled for both your Follow Up Boss and monday.com accounts. Ensure that you have administrative rights or consult with your account administrator if you're unable to establish connections between these applications via our service.
Can changes initiated from monday.com reflect back into my records on Follow Up Boss?
Currently, most automations are designed for one-way data pushes from Follow Up Boss into monday.com. However, by setting specific triggers and conditions within each platform thoughtfully, some level of reverse synchronization may be achieved manually.
