STEP 1
Connect Follow Up Boss and Teamleader Focus
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 Teamleader Focus Integration
Follow Up Boss
Teamleader Focus
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Connect Follow Up Boss and Teamleader Focus 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 Teamleader Focus
Detailed info you need to know about Follow Up Boss and Teamleader Focus 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]
Teamleader Focus
All-in-one CRM, invoicing, and project management for small businesses. [6]
How to connect Follow Up Boss to Teamleader Focus
Set up your Follow Up Boss and Teamleader Focus 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 Teamleader Focus 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 Teamleader Focus. 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 Teamleader Focus work in WEXTL?
WEXTL exposes actions and triggers for Follow Up Boss and Teamleader Focus 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 triggersTeamleader Focus 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.
Teamleader Focus modules
- Accept a QuotationMarks a quotation as accepted.
- Add a Closing DayAdds a company closing day.
- Add a Deal to a ProjectLinks a deal to a project.
- Add a Legacy Project ParticipantAdds a participant to a legacy project.
- Add an External Party to a ProjectAdds an external party to a project.
- Add an Internal Ticket MessageAdds an internal message to a ticket.
- Add a Project CustomerAdds a customer to a project.
- Add a Project Line to a GroupMoves a task or material into a project group.
- Add a Project OwnerAdds an owner to a project.
- Add a Quotation to a ProjectLinks a quotation to a project.
- Add a Ticket ReplyAdds a customer-facing reply to a ticket.
- Add a Time Tracking EntryAdds a new time tracking entry.
- Approve an Incoming Credit NoteApproves an incoming credit note.
- Approve an Incoming InvoiceApproves an incoming invoice.
- Approve a ReceiptApproves a receipt.
- Assign a ProjectAssigns a user or team to a project.
- Assign a Project GroupAssigns a user or team to a project group.
- Assign a Project MaterialAssigns a user or team to a project material.
- Assign a Project TaskAssigns a user or team to a project task.
- Book an InvoiceBooks a draft invoice.
- Cancel a Calendar EventCancels a calendar event.
- Close a Legacy MilestoneCloses a legacy milestone.
- Close a Legacy ProjectCloses a legacy project.
- Close a ProjectCloses a project.
- Complete a CallMarks a call as completed.
- Complete a MeetingMarks a meeting as completed.
- Complete a TaskMarks a task as completed.
- Copy an InvoiceCreates a new draft invoice from an existing one.
- Create a Calendar EventCreates a new calendar event.
- Create a CallSchedules a new call.
- Create a CompanyCreates a new company.
- Create a ContactCreates a new contact.
- Create a Custom Field DefinitionCreates a new custom field definition.
- Create a Day Off TypeCreates a new day off type.
- Create a DealCreates a new deal.
- Create a Deal PhaseCreates a new phase in a deal pipeline.
- Create a Deal PipelineCreates a new deal pipeline.
- Create a Draft InvoiceCreates a new draft invoice.
- Create a Legacy MilestoneCreates a new milestone in a legacy project.
- Create a Legacy ProjectCreates a new project in the legacy projects module.
- Create a Meeting ReportCreates a report for a meeting.
- Create an Incoming Credit NoteCreates a new incoming credit note.
- Create an Incoming InvoiceCreates a new incoming invoice.
- Create a NoteAdds a note to a record.
- Create a ProductCreates a new product.
- Create a ProjectCreates a new project.
- Create a Project GroupCreates a new group in a project.
- Create a Project MaterialAdds a new material to a project.
- Create a Project TaskCreates a new task in a project.
- Create a QuotationCreates a new quotation for a deal.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Follow Up Boss and Teamleader Focus 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 Teamleader Focus.
Connect your Follow Up Boss and Teamleader Focus 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 "Accept a Quotation" in Teamleader Focus. Follow Up Boss has 13 triggers (including Watch Action Plans, Watch Action Plans People, and Watch Appointments); Teamleader Focus has 290 actions (including Accept a Quotation, Add a Closing Day, and Add a Deal to a Project). 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-Teamleader Focus 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 Teamleader Focus) 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 + Teamleader Focus 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 Teamleader Focus integration.
- Follow Up Boss and Teamleader Focus integration source code, module specs and credentials implementation.
- Our Follow Up Boss and Teamleader Focus integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Follow Up Boss and Teamleader Focus — 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
- Teamleader Focus integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library