STEP 1
Connect Cirqll 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.
Cirqll and Follow Up Boss Integration
Keep Cirqll and Follow Up Boss in sync by integrating their events and actions. When crm events happen in Cirqll, update the Follow Up Boss automatically - without any line of code in visual workflow builder.
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Learn about Cirqll and Follow Up Boss
Detailed info you need to know about Cirqll 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 Cirqll to Follow Up Boss
Set up your Cirqll 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 Cirqll 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 Cirqll 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 Cirqll and Follow Up Boss work in WEXTL?
WEXTL exposes actions and triggers for Cirqll 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.
Cirqll triggersFollow Up Boss actions
Cirqll modules
- Create a ChanceCreates a new chance (sales opportunity) and links it to a customer.
- Create a ContactCreates a new contact and associates it with a customer.
- Create a ContractCreates a new contract and associates it with a customer.
- Create a Custom FieldCreates a new custom field definition.
- Create a CustomerCreates a new customer in the system.
- Create a RoleCreates a new role with a custom set of permissions.
- Create a TaskCreates a new task.
- Create a TemplateCreates a new template.
- Create a TodoCreates a new note and attaches it to a customer.
- Create a UserInvites and creates a new user account in your organisation.
- Create an AppointmentCreates a new appointment.
- Create an AssignmentCreates a new assignment.
- Create an EmailLogs or sends a new email and associates it with a customer.
- Delete a ChanceDeletes a chance record permanently.
- Delete a ContactDeletes a contact record permanently.
- Delete a ContractDeletes a contract record permanently.
- Delete a Custom FieldDeletes a custom field definition.
- Delete a CustomerDeletes a customer record.
- Delete a RoleDeletes a role. Users assigned to the role must be reassigned before deletion.
- Delete a TaskDeletes a task along with all of its subtasks.
- Delete a TemplateDeletes a template permanently.
- Delete a TodoDeletes a todo record.
- Delete a UserRemoves a user from your organization. Their data will be retained but access will be revoked.
- Delete an AppointmentCancels and deletes an appointment.
- Delete an AssignmentDeletes an assignment and all of its attached media.
- Delete an EmailDeletes an email record from the CRM.
- Get a ChanceRetrieves a single chance by its unique ID.
- Get a ContactRetrieves a specific contact.
- Get a ContractRetrieves a single contract by its unique ID.
- Get a Custom FieldRetrieves a single custom field definition by its unique ID, including its type and options.
- Get a CustomerRetrieves a specific customer's details.
- Get a RoleRetrieves details for a specific role.
- Get a TaskRetrieves a specific task's details.
- Get a TemplateRetrieves a specific template.
- Get a TodoRetrieves a single to-do item by its unique ID.
- Get a UserRetrieves details for a specific user.
- Get an AppointmentRetrieves the details of a specific appointment.
- Get an AssignmentRetrieves a single assignment by its unique ID.
- Get an EmailRetrieves a specific email by its unique identifier.
- Get Current UserRetrieves details of the currently logged-in user.
- Get SettingsRetrieves the settings for the currently authenticated user, including notification preferences and display options.
- List AppointmentsRetrieves a list of appointments.
- List AssignmentsLists all assignments.
- List ChancesLists all chances (sales opportunities) in the pipeline.
- List ContactsRetrieves contacts from the service.
- List ContractsRetrieves a list of all contracts.
- List Custom FieldsLists all custom field definitions.
- List CustomersRetrieves a list of customers from the database.
- List EmailsLists all emails tracked in the CRM.
- List RolesRetrieves available roles.
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 Cirqll 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 Cirqll and Follow Up Boss.
Connect your Cirqll 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 Cirqll's "Watch Appointments" fires, WEXTL can "Add Inbox App Message" in Follow Up Boss. Cirqll has 14 triggers (including Watch Appointments, Watch Assignments, and Watch Chances); 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. Cirqll-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 Cirqll (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 Cirqll + 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 Cirqll and Follow Up Boss integration.
- Cirqll and Follow Up Boss integration source code, module specs and credentials implementation.
- Our Cirqll and Follow Up Boss integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Cirqll 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.
- Cirqll integration information
- Follow Up Boss integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library