Connect Agile CRM and Follow Up Boss
Integrate Agile CRM with Follow Up Boss to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when New Contact in Agilecrm
Create Deal in Follow Up Boss when New Contact in Agilecrm
Create Contact in Follow Up Boss when New Contact in Agilecrm
Create Task in Follow Up Boss when New Contact in Agilecrm
Add Note to Contact in Follow Up Boss when New Contact in Agilecrm
Popular Agile CRM + Follow Up Boss flows
Start from a real workflow other teams are already running.
Choose a trigger
Agile CRM
When this happens...
New Contact
New Deal
New Task
Choose an action
Follow Up Boss
Automatically do this!
List Contacts
Create Deal
Create Contact
Create Task
Add Note to Contact
List Contacts from Follow Up Boss when New Contact in Agilecrm
Use this flowCreate Deal in Follow Up Boss when New Contact in Agilecrm
Use this flowCreate Contact in Follow Up Boss when New Contact in Agilecrm
Use this flowCreate Task in Follow Up Boss when New Contact in Agilecrm
Use this flowAdd Note to Contact in Follow Up Boss when New Contact in Agilecrm
Use this flowList Contacts from Follow Up Boss when New Deal in Agilecrm
Use this flowCreate Deal in Follow Up Boss when New Deal in Agilecrm
Use this flowCreate Contact in Follow Up Boss when New Deal in Agilecrm
Use this flowCreate Task in Follow Up Boss when New Deal in Agilecrm
Use this flowAdd Note to Contact in Follow Up Boss when New Deal in Agilecrm
Use this flowSupported Triggers & Actions
Everything you can automate between Agile CRM and Follow Up Boss.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in agile crm
New Deal
Triggers when a new deal is created
New Task
Triggers when a task is created.
New Deal Created
Triggers when new deal is created.
New Appointment Is Created
Runs when new appointment is created
New Contact Created
Runs when new contact is created
Do thisActions
Action is the task that follows automatically within your Agile CRM integrations.
List All Contacts
Retrieves the list of all contacts
List All Companies
Retrieves the list of all companies
List All Events
Retrieves the list of all events
List All Deals
Retrieves the list of all deals
List All Campaigns
Retrieves the list of all campaigns
List All Tracks
Retrieves the list of al tracks
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Agile CRM
Agile CRM offers contact management, marketing automation, telephony, analytics, web engagement, real-time alerts and social suite. Track, nurture, and sell like a pro.
Learn more
About Follow Up Boss
Simple lead management software for real estate agents and brokers. Follow Up Boss takes all your leads and puts them in one simple system automatically. Helps you to respond fast and convert more leads into closings.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Agile CRM and Follow Up Boss accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Agile CRM and Follow Up Boss as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Follow Up Boss. No coding required.
Yes. You can set up a workflow where Agile CRM triggers actions in Follow Up Boss, and a separate workflow where Follow Up Boss triggers actions in Agile CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Agile CRM and Follow Up Boss. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Agile CRM and Follow Up Boss integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
