STEP 1
Connect Bigin and Follow Up Boss
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Bigin and Follow Up Boss Integration
Keep Bigin and Follow Up Boss in sync by integrating their events and actions. When crm events happen in Bigin, update the Follow Up Boss automatically - without any line of code in visual workflow builder.
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Learn about Bigin and Follow Up Boss
Detailed info you need to know about Bigin and Follow Up Boss integrations in WEXTL. Explore which modules apps support and how you connect them.
Follow Up Boss
Real-estate CRM for lead follow-up, pipelines, and team inboxes. [6]
How to connect Bigin to Follow Up Boss
Set up your Bigin and Follow Up Boss integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Bigin and Follow Up Boss nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Bigin and Follow Up Boss. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Bigin and Follow Up Boss work in WEXTL?
WEXTL exposes actions and triggers for Bigin and Follow Up Boss that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Bigin triggersFollow Up Boss actions
Bigin modules
- Add Tags to a RecordAdds tags to a record.
- Add Tags to RecordsAdds tags to several records at once.
- Change Owner of Multiple RecordsChanges the owner of several records at once.
- Change Record OwnerChanges the owner of a record.
- Create a Bulk Read JobStarts an export of a module's records to a CSV file.
- Create a Bulk Write JobStarts an import of records from an uploaded file.
- Create a NoteCreates a note on a record.
- Create a RecordCreates a new record in a Bigin module.
- Create a Record NoteAdds a note to a record.
- Create a UserInvites a new user to the organization.
- Create TagsCreates one or more tags in a module.
- Delete an AttachmentDeletes a file attached to a record.
- Delete a NoteDeletes a note from a record.
- Delete a RecordDeletes a record.
- Delete a Record PhotoRemoves the profile photo of a record.
- Delete a TagDeletes a tag.
- Delete a UserDeletes a user from the organization.
- Delete Multiple RecordsDeletes up to 100 records in one call.
- Delete NotesDeletes several notes at once.
- Delete Notification ChannelsStops the given notification channels.
- Download a Bulk Read ResultDownloads the finished export as a ZIP file.
- Download a FileDownloads a file that was uploaded to Bigin.
- Download an AttachmentDownloads a file attached to a record.
- Download a Record PhotoDownloads the profile photo of a record.
- Enable NotificationsStarts sending Bigin record events to a URL of your choice.
- Get a Bulk Read JobReturns the status of a bulk export.
- Get a Bulk Write JobReturns the status and counts of a bulk import.
- Get a Custom ViewReturns a single saved view.
- Get a RecordReturns a single record by its ID.
- Get a UserReturns a single user.
- Get Module MetadataReturns the settings and details of a module.
- Get Organization DetailsReturns the details of your Bigin organization.
- Get Record CountReturns the number of records in a module.
- Get Tag Record CountReturns how many records carry a tag.
- List AttachmentsRetrieves the files attached to a record.
- List Custom ViewsRetrieves the saved views of a module.
- List Deleted RecordsRetrieves records that were deleted from a module.
- List FieldsRetrieves the fields of a module.
- List From AddressesRetrieves the email addresses you can send from.
- List LayoutsRetrieves the layouts of a module, including team pipelines.
- List ModulesRetrieves the modules available in Bigin.
- List NotesRetrieves notes across all records.
- List Notification ChannelsRetrieves your active notification channels.
- List ProfilesRetrieves the permission profiles in the organization.
- List Record NotesRetrieves the notes on a record.
- List RecordsRetrieves a list of records from a Bigin module.
- List Related ListsRetrieves the related lists of a module.
- List Related RecordsRetrieves the records linked to a record through a related list.
- List RolesRetrieves the roles in the organization.
- List TagsRetrieves the tags defined for a module.
Follow Up Boss modules
- Add Inbox App MessageAdds a message to an existing or new Inbox App conversation.
- Add Inbox App NoteAdds a note to an Inbox App conversation.
- Add Inbox App System Confirmation MessageAdds a system confirmation message to an existing or new Inbox App conversation.
- Add Person to Action PlanApply an Action Plan to a person.
- Check Duplicate PersonCheck whether a person exists in Follow Up Boss.
- Claim PersonClaim a lead.
- Create AppointmentCreates a new appointment.
- Create Appointment OutcomeCreates a new appointment outcome.
- Create Appointment TypeCreates a new appointment type.
- Create Automation PersonManually trigger an Automation for a specified Person.
- Create CallCreates a new call.
- Create Custom FieldCreates a new custom field.
- Create DealCreates a new deal.
- Create Deal AttachmentAdd an attachment to a deal.
- Create Deal Custom FieldCreate a deals custom field.
- Create Em CampaignCreate an email marketing campaign.
- Create Em EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
- Create EventSend in a lead or an event related to a lead.
- Create GroupCreates a new group.
- Create Inbox App ParticipantAdds a participant to an Inbox App conversation.
- Create NoteCreates a new note.
- Create People RelationshipCreate a new relationship for a person.
- Create PersonManually add a new person.
- Create Person AttachmentAttach a file to a person.
- Create PipelineCreates a new pipeline.
- Create PondCreates a new pond.
- Create ReactionAdd a reaction to a corresponding reference data object, e.g. "Note" or "ThreadedReply".
- Create StageCreates a new stage.
- Create TaskCreates a new task.
- Create TeamCreates a new team.
- Create TemplateCreate a new email template.
- Create Text MessageCreate a record of an externally sent text message.
- Create Text Message TemplateCreate a text message template.
- Deactivate Inbox AppDeactivates an installation of your Inbox App.
- Delete AppointmentDeletes an existing appointment.
- Delete Appointment OutcomeDeletes an existing appointment outcome.
- Delete Appointment TypeDeletes an existing appointment type.
- Delete Custom FieldDeletes a custom field by id.
- Delete DealDeletes an existing deal.
- Delete Deal AttachmentDeletes an existing deal attachment.
- Delete Deal Custom FieldDelete a deals custom field.
- Delete GroupDeletes a group by id.
- Delete Inbox App ParticipantDeletes an Inbox App conversation participant.
- Delete NoteDeletes an existing note.
- Delete People RelationshipDeletes people Relationship.
- Delete PersonDeletes an existing person.
- Delete Person AttachmentDelete an attachment by ID.
- Delete PipelineDeletes an existing pipeline.
- Delete PondDeletes a pond by id.
- Delete ReactionDeletes an existing reaction.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Bigin and Follow Up Boss integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Bigin and Follow Up Boss.
Connect your Bigin and Follow Up Boss accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Bigin's "Watch Deleted Records" fires, WEXTL can "Add Inbox App Message" in Follow Up Boss. Bigin has 3 triggers (including Watch Deleted Records, Watch New Records, and Watch Updated Records); Follow Up Boss has 149 actions (including Add Inbox App Message, Add Inbox App Note, and Add Inbox App System Confirmation Message). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Bigin-to-Follow Up Boss automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Bigin (or Follow Up Boss) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Bigin + Follow Up Boss automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Bigin and Follow Up Boss integration.
- Bigin and Follow Up Boss integration source code, module specs and credentials implementation.
- Our Bigin and Follow Up Boss integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Bigin and Follow Up Boss — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Bigin integration information
- Follow Up Boss integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library