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Close + Follow Up Boss Integrations

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Example workflows
Triggers and actions
Close + your other apps
Follow Up Boss + your other apps
FAQ

Close + Follow Up Boss integrations

Connect Close to Follow Up Boss in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Close, Follow Up Boss, and many other popular SaaS applications.

Check below for example workflows using Close and Follow Up Boss, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Close + Follow Up Boss workflows

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Automatically create person in Follow Up Boss for each lead added in Close

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Create lead automatically in Close for each person added in Follow Up Boss

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Update person automatically in Follow Up Boss for each contact added in Close

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Automatically update lead in Close for each appointment added in Follow Up Boss

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Add tag to person automatically in Follow Up Boss for each opportunity added in Close

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Close Triggers

Contact

edit

Contact changed

target

Contact first meets conditions

add

New contact added

Lead

edit

Lead changed

target

Lead first meets conditions

add

New lead added

Opportunity

add

New opportunity added

edit

Opportunity changed

target

Opportunity first meets conditions

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

Close Actions

Contact

add

Create contact

Find contact(s)

edit

Update contact

Lead

add

Create lead

Find lead(s)

edit

Update lead

Opportunity

add

Create opportunity

Find opportunity(ies)

edit

Update opportunity

Task

add

Create task

Find task(s)

edit

Update task

Create your own Close + Follow Up Boss integration

Select a trigger in Close

Select an action in Follow Up Boss

Create your workflow

Or automate Follow Up Boss + Close

Select a trigger in Follow Up Boss

Select an action in Close

Create your workflow

Connect Close to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Close to Follow Up Boss with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Close or Follow Up Boss to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Close and Follow Up Boss to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Close to Follow Up Boss?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Close and Follow Up Boss—give it a try and let us know what you think.

See why people love Relay.app

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via email

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@ImLucasGrey

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Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Screenshot showing how to test a step in an automated workflow in Relay.app

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@typeoneerror

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