STEP 1
Connect Close CRM 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.
Close CRM and Follow Up Boss Integration
Keep Close CRM and Follow Up Boss in sync by integrating their events and actions. When crm events happen in Close CRM, update the Follow Up Boss automatically - without any line of code in visual workflow builder.
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Learn about Close CRM and Follow Up Boss
Detailed info you need to know about Close CRM 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 Close CRM to Follow Up Boss
Set up your Close CRM 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 Close CRM 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 Close CRM 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 Close CRM and Follow Up Boss work in WEXTL?
WEXTL exposes actions and triggers for Close CRM 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.
Close CRM triggersFollow Up Boss actions
Close CRM modules
- Add Group MemberAdds group member.
- Bulk Update MembershipsPerforms bulk update memberships.
- Create CallCreates a new call.
- Create Custom ActivityCreates custom activity.
- Create EmailCreates a new email.
- Create GroupCreates a new group.
- Create Meeting IntegrationCreates meeting integration.
- Create MembershipCreates a new membership.
- Create NoteCreates a new note.
- Create SMSCreates a new SMS.
- Create Whatsapp MessageCreates whatsApp Message.
- Delete CallDeletes an existing call.
- Delete Custom ActivityDeletes custom activity.
- Delete EmailDeletes an existing email.
- Delete Email ThreadDeletes email thread.
- Delete Form SubmissionDeletes form submission.
- Delete GroupDeletes an existing group.
- Delete MeetingDeletes an existing meeting.
- Delete MembershipDeletes an existing membership.
- Delete NoteDeletes an existing note.
- Delete SMSDeletes an existing SMS.
- Delete Whatsapp MessageDeletes whatsApp Message.
- Get Activity ReportRetrieves activity report.
- Get CallReturns a single call.
- Get Current UserRetrieves current user.
- Get Custom ActivityRetrieves custom activity.
- Get Custom ReportRetrieves custom report.
- Get EmailReturns a single email.
- Get Email ThreadRetrieves email thread.
- Get Form SubmissionRetrieves form submission.
- Get GroupReturns a single group.
- Get Lead Status ReportRetrieves lead status report.
- Get MeetingReturns a single meeting.
- Get Membership Pinned ViewsRetrieves membership pinned views.
- Get NoteReturns a single note.
- Get Opportunity Funnel StagesRetrieves opportunity funnel stages.
- Get Opportunity Funnel TotalsRetrieves opportunity funnel totals.
- Get Opportunity Status ReportRetrieves opportunity status report.
- Get OrganizationReturns a single organization.
- Get Sent Emails ReportRetrieves sent emails report.
- Get SMSReturns a single SMS.
- Get UserReturns a single user.
- Get Whatsapp MessageRetrieves whatsApp Message.
- List ActivitiesRetrieves a list of activities.
- List Activity MetricsLists activity metrics.
- List CallsRetrieves a list of calls.
- List Custom ActivitiesLists custom activities.
- List Email ThreadsLists email threads.
- List EmailsRetrieves a list of emails.
- List Form SubmissionsLists form submissions.
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 Close CRM 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 Close CRM and Follow Up Boss.
Connect your Close CRM 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 Close CRM's "Watch Activities" fires, WEXTL can "Add Inbox App Message" in Follow Up Boss. Close CRM has 9 triggers (including Watch Activities, Watch Calls, and Watch Custom Activities); 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. Close CRM-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 Close CRM (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 Close CRM + 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 Close CRM and Follow Up Boss integration.
- Close CRM and Follow Up Boss integration source code, module specs and credentials implementation.
- Our Close CRM and Follow Up Boss integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Close CRM 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.
- Close CRM integration information
- Follow Up Boss integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library