Followup + Follow Up Boss Integrations
Put Followup + Follow Up Boss to work with AI and enterprise-grade automation
4.9/5 on G2·
Google for Startups Accelerator
Workflows you can build between Followup and Follow Up Boss
See the kind of workflows teams build with Followup and Follow Up Boss below — describe the exact one you want above and the Agent builds it on demand.
Followup + Follow Up Boss
When company information is updated in Followup CRM, update the contact record in Follow Up Boss.
Sync newly created leads across CRM platforms
When a new lead is captured in Followup, automatically create or update the matching contact in Follow Up Boss to keep records synchronized.
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Mirror deal outcomes in secondary pipeline accounts
Whenever a deal is marked won in Follow Up Boss, update the corresponding opportunity stage in Followup for unified revenue reporting.
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Log pipeline stage updates as CRM activities
When a deal moves forward in Followup, log a status update activity on the corresponding account record in Follow Up Boss.
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Browse the full workflow library →
Looking to achieve something else with Followup and Follow Up Boss?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Followup and Follow Up Boss
Everything Followup and Follow Up Boss can do inside a workflow — the triggers that start one and the actions that run when it fires.
Followup Explore Followup →
Followup CRM is a sales and lead management tool engineered specifically for construction contractors to track project bids and pipeline status.
TriggersWhen a company is created on Followup, this Zap will be triggered
When a company is updated on Followup, this Zap will be triggered
When a contact is created on Followup, this Zap will be triggered
When a contact is updated on Followup, this Zap will be triggered
When a new project is created on Followup, this Zap will be triggered
When a file is uploaded to specific folder on Followup, this Zap will be triggered
Create a Company
Create Company Contact
Zap Project in Followup CRM OA Testing team
Create Project Company Contact
Add a task to a client when there is a Hail Impact to the client’s address.
Upload a document or image file in a specific project
Follow Up Boss Explore Follow Up Boss →
Follow Up Boss is a real estate CRM software designed to organize leads, automate follow-ups, and track team performance.
Knit's Integrations Agent builds Follow Up Boss's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Follow Up Boss's API.
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Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Followup + Follow Up Boss
Is there a pre-built Followup + Follow Up Boss automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Followup and Follow Up Boss's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Followup or Follow Up Boss connector?
No. The Agent works whether or not Followup or Follow Up Boss already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why would a team need to connect two CRM systems?
Common reasons include a merger or acquisition where each side kept its own CRM, or separate teams (direct sales vs. partner-led) standardized on different tools that still need shared contact and deal data.
Does this cause duplicate contact records?
No — the Agent can match on email or a shared identifier to update an existing contact in the other system instead of creating a duplicate.