STEP 1
Connect Copper 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.
Copper and Follow Up Boss Integration
Build crm workflows between Copper and Follow Up Boss on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
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Learn about Copper and Follow Up Boss
Detailed info you need to know about Copper and Follow Up Boss integrations in WEXTL. Explore which modules apps support and how you connect them.
Copper
CRM for people, companies, leads, and opportunities — activities, tasks, pipelines, and webhook watches. [5]
Follow Up Boss
Real-estate CRM for lead follow-up, pipelines, and team inboxes. [6]
How to connect Copper to Follow Up Boss
Set up your Copper 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 Copper 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 Copper 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 Copper and Follow Up Boss work in WEXTL?
WEXTL exposes actions and triggers for Copper 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.
Copper triggersFollow Up Boss actions
Copper modules
- Watch Copper EventsTriggers when a Copper record is created, updated, or deleted.
- Convert LeadConverts a lead into a person and company.
- Create Activities in BulkCreates many activities in one request.
- Create ActivityCreates a new activity.
- Create Companies in BulkCreates many companies in one request.
- Create CompanyCreates a new company.
- Create Custom Activity TypeCreates a custom activity type.
- Create Custom Field DefinitionCreates a custom field definition.
- Create LeadCreates a new lead.
- Create Leads in BulkCreates many leads in one request.
- Create Opportunities in BulkCreates many opportunities in one request.
- Create OpportunityCreates a new opportunity.
- Create People in BulkCreates many people in one request.
- Create PersonCreates a new person.
- Create ProjectCreates a new project.
- Create Related LinkCreates a connect-field link between two records.
- Create TaskCreates a new task.
- Delete ActivityDeletes an existing activity.
- Delete CompanyDeletes an existing company.
- Delete Custom Field DefinitionDeletes a custom field definition.
- Delete FileDeletes a file attached to a record.
- Delete LeadDeletes an existing lead.
- Delete OpportunityDeletes an existing opportunity.
- Delete PersonDeletes an existing person.
- Delete ProjectDeletes an existing project.
- Delete Related LinkDeletes a connect-field link.
- Delete TaskDeletes an existing task.
- Get AccountReturns the authenticated Copper account.
- Get ActivityReturns a single activity by ID.
- Get CompanyReturns a single company by ID.
- Get Current UserReturns the API user for this credential.
- Get Custom Activity TypeReturns a custom activity type.
- Get Custom Field DefinitionReturns a custom field definition.
- Get File MetadataReturns metadata for an attached file.
- Get LeadReturns a single lead by ID.
- Get OpportunityReturns a single opportunity by ID.
- Get PersonReturns a single person by ID.
- Get Person by EmailReturns a person that matches an email address.
- Get ProjectReturns a single project by ID.
- Get Signed Upload URLReturns a signed URL for uploading a file.
- Get TaskReturns a single task by ID.
- Get UserReturns a single user by ID.
- List ActivitiesRetrieves activities that match the search filters.
- List Activity TypesRetrieves built-in and custom activity types.
- List Attached FilesRetrieves files attached to a record.
- List CompaniesRetrieves companies that match the search filters.
- List Company ActivitiesRetrieves activities linked to a company.
- List Contact TypesRetrieves contact types.
- List Custom Activity TypesRetrieves custom activity types.
- List Custom Field DefinitionsRetrieves custom field definitions.
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 Copper 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 Copper and Follow Up Boss.
Connect your Copper 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 Copper's "Watch Copper Events" fires, WEXTL can "Add Inbox App Message" in Follow Up Boss. Copper has 1 trigger (including Watch Copper Events); 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. Copper-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 Copper (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 Copper + 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 Copper and Follow Up Boss integration.
- Copper and Follow Up Boss integration source code, module specs and credentials implementation.
- Our Copper and Follow Up Boss integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Copper 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.
- Copper integration information
- Follow Up Boss integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library