STEP 1
Connect Follow Up Boss and HighLevel
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Follow Up Boss and HighLevel Integration
Connect Follow Up Boss and HighLevel to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Follow Up Boss and HighLevel
Detailed info you need to know about Follow Up Boss and HighLevel 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. [5]
How to connect Follow Up Boss to HighLevel
Set up your Follow Up Boss and HighLevel integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Follow Up Boss and HighLevel 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 Follow Up Boss and HighLevel. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Follow Up Boss and HighLevel work in WEXTL?
WEXTL exposes actions and triggers for Follow Up Boss and HighLevel 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.
Follow Up Boss triggersHighLevel actions
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.
HighLevel modules
- Add Contact to CampaignEnrolls a contact into a specified marketing campaign.
- Add Contact to WorkflowAdds a contact to a specified automation workflow.
- Add External Outbound MessageAdds an external outbound message to a conversation.
- Add Followers to a ContactAdds one or more followers to a specified contact.
- Add Inbound MessageAdds an inbound message to an existing conversation.
- Add Message AttachmentsAttaches one or more files to an existing message.
- Add or Remove Contacts From BusinessAdds or removes contacts from a business entity.
- Add Tags to a ContactAdds one or more tags to a contact for segmentation.
- Apply User Availability Schedule to CalendarAssociates a user availability schedule with a calendar by adding the calendar ID to the schedule.
- Bulk Delete FoldersSoft-deletes or trashes multiple files and folders in a single request.
- Bulk Edit Products and PricesUpdates multiple products and their associated prices in a single request.
- Bulk Update FoldersUpdates metadata or status of multiple files and folders in a single request.
- Bulk Update ProductsUpdates multiple products in a single request.
- Cancel a Schedule MessageCancels a previously scheduled message before it is sent.
- Cancel Scheduld InvoiceCancels a previously scheduled invoice, stopping it from being sent.
- Craw PagesStarts crawling a website to discover pages for knowledge base training.
- Create a Blog PostCreates a new blog post on a location's blog.
- Create a Broad BandCreates a new brand board for a location.
- Create a Broad VoiceCreates a brand voice configuration for a location.
- Create a BusinessCreates a new business entity for a location.
- Create a CalendarCreates a new calendar within a location.
- Create a Calendar GroupCreates a new calendar group for organizing multiple calendars.
- Create a ContactCreates a new contact record in a location.
- Create a Contact NoteCreates a new note associated with a contact.
- Create a Contact TaskCreates a new task associated with a contact.
- Create a ConversationCreates a new conversation with the specified data.
- Create a Conversation AgentCreates a new AI agent for handling conversations in a location.
- Create a CouponCreates a new discount coupon for a location.
- Create a Custom FieldCreates a new custom field definition for a location.
- Create a Custom Menu LinkCreates a new custom menu link in a company.
- Create a Custom ValueCreates a new custom value for a location.
- Create a FolderCreates a new folder in the media storage.
- Create a Knowlegde BaseCreates a new knowledge base for a location (maximum 15 per location).
- Create a ProductCreates a new product in a location's catalog.
- Create a Product CollectionCreates a new product collection for a specific location.
- Create a Product PriceCreates a new price entry for an existing product.
- Create a ServiceCreates a new service offering in a location.
- Create a Service BookingCreates a new service booking for a customer.
- Create a Service LocationCreates a new service location for a business.
- Create a Shipping CarrierCreates a new shipping carrier configuration.
- Create a Shipping ZoneCreates a new shipping zone for delivery configuration.
- Create a Shipping Zone RateCreates a new rate for an existing shipping zone.
- Create a Social PostCreates a new social media post for a location.
- Create a TagCreates a new tag for organizing contacts and records.
- Create a Trigger LinkCreates a new trigger link for tracking and automation.
- Create a UserCreates a new user account in a location.
- Create an AgentCreates a new AI studio agent with an initial staging version.
- Create an Agent ActionCreates and attaches a new action to an AI agent.
- Create an AI Voice AgentCreates a new voice AI agent with its configuration and settings.
- Create an AI Voice Agent ActionCreates a new action for a voice AI agent, defining specific behaviors during calls.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Follow Up Boss and HighLevel integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Follow Up Boss and HighLevel.
Connect your Follow Up Boss and HighLevel 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 Follow Up Boss's "Watch Action Plans" fires, WEXTL can "Add Contact to Campaign" in HighLevel. Follow Up Boss has 13 triggers (including Watch Action Plans, Watch Action Plans People, and Watch Appointments); HighLevel has 293 actions (including Add Contact to Campaign, Add Contact to Workflow, and Add External Outbound 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. Follow Up Boss-to-HighLevel 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 Follow Up Boss (or HighLevel) 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 Follow Up Boss + HighLevel 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 Follow Up Boss and HighLevel integration.
- Follow Up Boss and HighLevel integration source code, module specs and credentials implementation.
- Our Follow Up Boss and HighLevel integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Follow Up Boss and HighLevel — 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.
- Follow Up Boss integration information
- HighLevel integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library