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Follow Up Boss Make integrationAutomate Follow Up Boss with Make.
What happens in your CRM the moment a new lead lands? The Follow Up Boss Make integration gives you 35 modules, including 7 instant triggers, to answer that without code. This page shows how to link your account, build a first scenario and pick the right module.
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What can the Follow Up Boss Make integration do for you?
The integration links your Follow Up Boss account to Make so that contacts, deals, notes, tasks and calls can move to and from your other tools. You build a scenario, which is the automation itself: a chain of modules, where each module is one brick such as a trigger, an action or a search.
A lead that never waits. Watch New Contact starts the scenario as soon as someone lands in Follow Up Boss, and Create a Task puts the first follow-up on the right person’s list. Add Apply an Action Plan to a Contact and the nurturing sequence starts on its own.
A pipeline your other tools can see. Watch Deal Stage Updated fires when a deal moves forward, so you can post the change to your team chat or update a row in a spreadsheet. If you already keep records in Airtable, the Airtable Make integration covers the other side of that flow.
Leads from outside, filed cleanly. Create an Inquiry or a Website Event sends a lead from a form or a landing page into Follow Up Boss, with Search Contacts first to avoid a duplicate.
One caveat: Make’s documentation page for Follow Up Boss says its content is AI-generated from the vendor’s own documentation, so check important details with Follow Up Boss directly. If you are weighing both automation tools, read n8n vs Make, and our Make review covers the platform as a whole.
How do you connect Follow Up Boss to Make?
- 01
Generate an API key in Follow Up Boss
Make signs in with an API key. In Follow Up Boss, open the Admin menu, go to the API section, click Generate and copy the key shown on screen. You need an active Follow Up Boss account with API access.
- 02
Add a Follow Up Boss module and create the connection
In your scenario, add any Follow Up Boss module and click Create a connection. A connection is your account linked to Make once and reused by every Follow Up Boss module. The Connection name field is optional, but a clear name helps when you have several accounts.
- 03
Paste the key and save
Paste the API key you copied, or follow the instructions Make shows on screen, then save. From now on, Make can list your Follow Up Boss data inside the module fields, so you pick from real values instead of typing them.
Your first scenario with Follow Up Boss
GoalWhen a new contact is created in Follow Up Boss, Make adds a follow-up task for that contact.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + in the middle of the editor to place the first module.
- 02
Add Watch New Contact
Search for Follow Up Boss, pick Watch New Contact, click Create a webhook, then Create a connection with your API key. This trigger is instant, so Follow Up Boss will call Make itself.
- 03
Add Create a Task
Click the + on the right of the trigger and pick Create a Task. Map the contact from the previous module, so each new contact gets its own task.
- 04
Test with Run once
Click Run once, then add a test contact in Follow Up Boss. Open the bubble above each module to read the bundle it received, meaning the item passed along, here one contact.
- 05
Switch it on
Once the test task shows up in Follow Up Boss, switch the scenario on. Every new contact now runs the flow, and each module execution counts as one operation on your Make plan.
What can start a Follow Up Boss scenario?
7 modules start a scenario when something happens in Follow Up Boss. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Follow Up Boss as soon as it happens.
Watch Appointment Created
Instant triggerIn Make“Triggers when an appointment has been created.”
This trigger gives you a scenario that runs every time an appointment is booked in Follow Up Boss, so the rest of your stack learns about the meeting without anyone copying it over.
Watch Contact Stage Updated
Instant triggerIn Make“Triggers when a contact stage has been updated.”
You get a scenario that reacts when a contact moves to another stage, which turns your stage changes into signals for the rest of your tools.
Watch Deal Stage Updated
Instant triggerIn Make“Triggers when a deal stage has been updated.”
With this trigger, each step forward in your pipeline can kick off work elsewhere, from a team announcement to an updated forecast sheet.
Watch New Contact
Instant triggerIn Make“Triggers when a contact has been created.”
This is the trigger that makes lead handling automatic: the scenario starts with the fresh contact in hand, ready to be routed, tagged or copied elsewhere.
Watch New Deal
Instant triggerIn Make“Triggers when a new deal has been created.”
Opening a deal becomes an event your other tools hear about, which helps when finance, operations or a manager needs to know early.
Watch New Website Event
Instant triggerIn Make“Triggers when people perform an action on your IDX website.”
You learn what visitors do on your IDX website and can act on it, for example by alerting the agent who owns that lead.
Watch Tags Added to a Contact
Instant triggerIn Make“Triggers when tags have been added to a contact.”
Tags become switches: add one in Follow Up Boss and the scenario runs the work tied to it, which keeps your team’s habits inside the CRM.
What can Make do in Follow Up Boss?
Follow Up Boss gives you 28 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Add Tags to a Contact
- Apply an Action Plan to a Contact
- Create a Contact
- Create a Deal
- Create an Inquiry or a Website Event
- Create a Note
- Create a Task
- Delete a Contact
- Delete a Deal
- Delete a Note
- Delete a Task
- Get a Call
- Get a Contact
- Get a Deal
- Get a Note
- Get a Task
- Log a Call
- Make an API Call
- Update a Contact
- Update a Deal
- Update an Action Plan for a Contact
- Update a Note
- Update a Task
- Search Calls
- Search Contacts
- Search Deals
- Search Notes
- Search Tasks
Add Tags to a Contact
ActionIn Make“Adds tags to a contact.”
Your contacts get labeled by the scenario, so segments stay accurate without manual tagging after each form or call.
Apply an Action Plan to a Contact
ActionIn Make“Applies a selected action plan to a contact.”
This module starts one of your existing action plans on a contact, so the nurturing sequence you already designed kicks in without a click.
Create a Contact
ActionIn Make“Creates a new contact.”
People from other tools arrive in Follow Up Boss as real contacts, ready for your team to work, instead of sitting in a spreadsheet.
Create a Deal
ActionIn Make“Creates a new deal.”
A deal opens in your pipeline from an outside signal, so the numbers your team reviews match what actually happened.
Create an Inquiry or a Website Event
ActionIn Make“Sends in a lead or event related to a lead.”
This module sends a lead, or an event about a lead, into Follow Up Boss the way a lead source would, so it enters your usual routing.
Create a Note
ActionIn Make“Creates a note on a contact.”
Context from other tools lands on the contact’s timeline, so the agent opening the card sees the full story in one place.
Create a Task
ActionIn Make“Creates a task for a contact.”
Follow-ups appear on your team’s to-do list the moment they are needed, which is how a new lead gets a call instead of a delay.
Delete a Contact
ActionIn Make“Deletes a contact specified by ID.”
This module removes a contact, found by its ID, which helps you keep test entries or known junk out of your CRM automatically.
Delete a Deal
ActionIn Make“Deletes a deal specified by ID.”
You can clear a deal from the pipeline by its ID, keeping reports free of entries that should never have been there.
Delete a Note
ActionIn Make“Deletes a note specified by ID.”
This module takes a note off a contact, by its ID, so a scenario can tidy up what another automation wrote.
Delete a Task
ActionIn Make“Deletes a task specified by ID.”
Tasks that no longer make sense disappear from your team’s list, identified by their ID, so nobody calls a lead that already closed.
Get a Call
ActionIn Make“Retrieves a call details specified by ID.”
You pull the full details of one call, by its ID, so a later module can report on it or copy it into another tool.
Get a Contact
ActionIn Make“Retrieves a contact details specified by ID.”
This module fetches one contact’s complete record from its ID, which gives later modules every detail the trigger may not carry.
Get a Deal
ActionIn Make“Retrieves details of a deal specified by ID.”
You read one deal in full from its ID, so a message or a spreadsheet row can include its current details.
Get a Note
ActionIn Make“Retrieves details of a note specified by ID.”
This module returns the content of one note by its ID, useful when another tool should receive what an agent wrote.
Get a Task
ActionIn Make“Retrieves a task details specified by ID.”
You fetch one task with its details, from its ID, to check its state before deciding what the scenario does next.
Log a Call
ActionIn Make“Logs a call on a contact.”
Calls made outside Follow Up Boss end up on the contact’s history, so your call count reflects the real work.
Make an API Call
ActionIn Make“Performs an arbitrary API call.”
This module reaches any endpoint of the Follow Up Boss API with the same connection, so you are not stuck when a listed module does not cover your need.
Update a Contact
ActionIn Make“Updates a client specified by ID.”
Contact details stay current across tools: when something changes elsewhere, the scenario writes it onto the existing record by its ID.
Update a Deal
ActionIn Make“Updates a deal specified by ID.”
Your pipeline moves with events from other tools, since this module changes an existing deal found by its ID.
Update an Action Plan for a Contact
ActionIn Make“Allows to resume or to pause an action plan for a specific contact.”
This module pauses or resumes an action plan already running on a contact, so automated follow-ups stop when a human takes over.
Update a Note
ActionIn Make“Updates a note specified by ID.”
You correct or enrich an existing note by its ID, which keeps one clean note on the contact instead of a trail of versions.
Update a Task
ActionIn Make“Updates a task specified by ID.”
Tasks change as the situation does: this module edits an existing task by its ID, so it keeps matching what really happens.
Search Calls
SearchIn Make“Searches for calls.”
You get the calls that match your criteria, each returned as its own bundle, ready for a report or a follow-up check.
Search Contacts
SearchIn Make“Searches for contacts.”
This module finds existing contacts, which is how a scenario avoids duplicates and gets the ID other modules need.
Search Deals
SearchIn Make“Searches for deals.”
You retrieve the deals that match a condition, one bundle per deal, to feed a summary or a bulk update.
Search Notes
SearchIn Make“Searches for notes.”
This module looks up notes and returns each one as a bundle, handy when another tool needs what agents recorded.
Search Tasks
SearchIn Make“Searches for tasks.”
You list the tasks that match your criteria, each as a bundle, which lets a scenario review or clean follow-ups in one pass.
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