Follow Up Boss becomes exponentially more powerful when connected to your other tools via Zapier. Without Zapier, you're manually copying leads from Facebook, updating Google Sheets by hand, and missing notifications about hot leads. With Zapier, everything is automated.
Here are the 10 Zapier integrations every Follow Up Boss user should have running.
โก We build complete Zapier automation systems as part of our FUB setup service. Book a free strategy call โ
1. Facebook Lead Ads โ Follow Up Boss
Every lead from your Facebook and Instagram ad campaigns flows directly into FUB the moment they fill out a lead form. Tag them with the campaign name, assign the right action plan, and start follow-up instantly. This is the most important Zap for paid social advertisers.
2. Google Ads Lead Form โ Follow Up Boss
Just like Facebook, your Google Lead Form Extensions can feed directly into Follow Up Boss via Zapier. Every lead from Google Search or Display campaigns lands in your CRM automatically with source tracking.
3. Website Form โ Follow Up Boss
Connect Typeform, JotForm, Gravity Forms, or any web form to FUB via Zapier. When a prospect fills out your contact form or home valuation form, they're added to FUB immediately and assigned the appropriate action plan.
4. Follow Up Boss New Lead โ Slack Notification
Get instant Slack notifications when new leads arrive in FUB. This keeps your whole team aware of incoming leads without anyone having to constantly check FUB. You can filter by lead source so only certain leads trigger notifications.
5. Follow Up Boss โ Google Sheets Reporting
Automatically log every new lead, status change, or closed deal to a Google Sheet for custom reporting and tracking. This is especially useful for teams that want to track ROI by lead source.
6. Follow Up Boss Deal Closed โ CRM Update + Email
When a deal is marked closed in FUB, trigger a Zap that sends a personal congratulations email, adds them to your "Past Client" list, and starts your post-close follow-up sequence automatically.
7. Gmail Label โ Follow Up Boss Tag
When you label an email in Gmail as "Hot Lead" or "Follow Up", Zapier updates the corresponding contact in Follow Up Boss with a tag. This creates a seamless connection between your email workflow and your CRM.
8. Follow Up Boss โ SMS Platform
While FUB has built-in texting, many agents use dedicated SMS platforms like SimpleTexting or EZTexting for bulk campaigns. Use Zapier to sync FUB leads to your SMS platform based on tags or stage changes.
9. Calendly Booking โ Follow Up Boss Update
When a lead books a showing or consultation through Calendly, Zapier updates their FUB record, adds a "Appointment Booked" tag, pauses their action plan, and creates a task for the meeting. No manual updating required.
10. Follow Up Boss โ Google Calendar Event
Automatically create Google Calendar events for FUB tasks that have a due date. This ensures call backs and follow-up tasks actually show up in your calendar instead of getting lost in a CRM you only check sometimes.
How to Get Started with Follow Up Boss Zapier
You need a Zapier account (the free plan works for basic Zaps, but paid is needed for multi-step automations). Connect Follow Up Boss as your trigger or action app, then connect your other tools. Most Zaps take 10โ15 minutes to set up once you know what you're doing.
Need Your Follow Up Boss Set Up the Right Way?
Our team builds complete FUB systems in 5โ7 days โ action plans, Zapier automations, smart lists and team training included.
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