Connect Close CRM and Follow Up Boss integrations
Connect Close CRM and Follow Up Boss with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Close CRM and Follow Up Boss to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Triggers when an email sequence is created or updated.
Triggers when an existing lead's status has been changed.
Triggers when a meeting is created, started, completed or canceled.
Triggers when a new membership is activated or deactivated.
Triggers when a new call activity is logged.
Triggers when a new contact is created.
Triggers when a new email activity is created.
Triggers when a new export is created.
Triggers when a new inbox item is created.
Triggers when a new lead is created.
Triggers when a new note activity is created.
Triggers when a new opportunity is created.
Triggers when a new smart view is created.
Triggers when a new SMS activity is created.
Triggers when a new task is created.
Triggers when an existing opportunity status has been changed.
Adds tags to a contact.
Applies a selected action plan to a contact.
Creates a new contact.
Creates a new deal.
Sends in a lead or event related to a lead.
Creates a note on a contact.
Creates a task for a contact.
Deletes a contact specified by ID.
Deletes a deal specified by ID.
Deletes a note specified by ID.
Deletes a task specified by ID.
Retrieves a call details specified by ID.
Retrieves a contact details specified by ID.
Retrieves details of a deal specified by ID.
Retrieves details of a note specified by ID.
Retrieves a task details specified by ID.
Logs a call on a contact.
Performs an arbitrary API call.
Updates a client specified by ID.
Updates a deal specified by ID.
Allows to resume or to pause an action plan for a specific contact.
Updates a note specified by ID.
Updates a task specified by ID.
Searches for calls.
Searches for contacts.
Searches for deals.
Searches for notes.
Searches for tasks.
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Build your Close CRM and Follow Up Boss integrations.
Create custom Close CRM and Follow Up Boss workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tags to a contact.
Applies a selected action plan to a contact.
Creates a new contact.
Creates a new custom activity.
Creates a new deal.
Creates a new lead.
Creates a new note activity.
Creates a new smart view.
Creates a new task.
Popular Close CRM and Follow Up Boss workflows.
Looking to get more out of Close CRM and Follow Up Boss? With Make you can visually integrate Close CRM and Follow Up Boss into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report from Close CRM and add it to Google Sheets for streamlined data analysis and tracking.
TRY IT ->Update leads in CRM using advanced filters and custom webhooks
Automatically update leads in your CRM by applying advanced filters and triggering custom webhooks with Make's integration of gateway and close-crm modules.
TRY IT ->Search and update leads in Close CRM using advanced filters
Easily manage your sales pipeline by searching and updating leads in Close CRM using advanced filters. Automate lead updates for streamlined CRM management.
TRY IT ->Generate an activity overview report in Google Sheets from Close CRM data
Automatically generate an activity overview report in Google Sheets using data from Close CRM, streamlining your data analysis and reporting process.
TRY IT ->Create events in Follow Up Boss from custom webhooks
Automatically create events in Follow Up Boss from custom webhooks, streamlining your workflow and ensuring no important tasks are missed.
TRY IT ->Send new Follow Up Boss contacts to Google Contacts
Every time a new contact is created on Follow Up Boss, Make will automatically create Contact in Google Contacts.
TRY IT ->Create new rows on Google Sheets for new contacts on Follow Up Boss
Every time new contact added to Follow Up Boss, Make will automatically add selected data to a new row in a Google Sheets spreadsheet. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1pUf8mVdfozW-WDRw3tMS8I-IFES32jy01BYVVLrnlbE/edit?usp=sharing)
TRY IT ->Add new Follow Up Boss contacts for new Jotform submissions
Every time you received new Jotform submission, Make will automatically create Contact in Follow Up Boss.
TRY IT ->Send new Follow Up Boss contacts to Constant Contact
Every time a new contact is created on Follow Up Boss, Make will automatically create a contact in Constant Contact.
TRY IT ->
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