Connect Follow Up Boss and HubSpot
Integrate Follow Up Boss with HubSpot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Follow Up Boss when Delete Company in Hubspot
Create Deal in Follow Up Boss when Delete Company in Hubspot
Create Contact in Follow Up Boss when Delete Company in Hubspot
Create Task in Follow Up Boss when Delete Company in Hubspot
Add Note to Contact in Follow Up Boss when Delete Company in Hubspot
Popular Follow Up Boss + HubSpot flows
Start from a real workflow other teams are already running.
Choose a trigger
Follow Up Boss
When this happens...
New Deal Created
New Appointment Is Created
New Contact Created
New Task Is Created
Contact Is Updated
Choose an action
HubSpot
Automatically do this!
Create Contact
Update Company
Search Company
Get Owner by Email or by ID
Create Company
Create or Update Contact
Create Deal
Get Invoice Line Items
Create Email Engagement
Create Meeting Engagement
Update Contact
List All Line Items
Find Contact
Search a Product
Search a Ticket
Search a Deal
Search Invoices
Update Deal
Create Engagement
Send Message
List Contacts from Follow Up Boss when Delete Company in Hubspot
Use this flowCreate Deal in Follow Up Boss when Delete Company in Hubspot
Use this flowCreate Contact in Follow Up Boss when Delete Company in Hubspot
Use this flowCreate Task in Follow Up Boss when Delete Company in Hubspot
Use this flowAdd Note to Contact in Follow Up Boss when Delete Company in Hubspot
Use this flowList Contacts from Follow Up Boss when Delete Contact in Hubspot
Use this flowCreate Deal in Follow Up Boss when Delete Contact in Hubspot
Use this flowCreate Contact in Follow Up Boss when Delete Contact in Hubspot
Use this flowCreate Task in Follow Up Boss when Delete Contact in Hubspot
Use this flowAdd Note to Contact in Follow Up Boss when Delete Contact in Hubspot
Use this flowSupported Triggers & Actions
Everything you can automate between Follow Up Boss and HubSpot.
When this happensTriggers
A trigger is an event that starts a workflow.
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
New Task Is Created
Runs when new task is created
Contact Is Updated
Runs when contact is updated
Delete Company
Get notified if any company is deleted in your account.
Do thisActions
Action is the task that follows automatically within your Follow Up Boss integrations.
List Contacts
Retrieve a list of contacts to review or act on leads. Use optional filters (name, email, phone, last-activity date range, tags, assigned agent, stage, source, contacted status, price), plus sorting, paging, and options to include trashed or unclaimed contacts.
Create Deal
Add a new deal to track a transaction and assign people or agents.
Create Contact
Create a new contact with name, emails, phones, address, tags, assigned agent, custom fields, and optional deduplication.
Create Task
Create a follow-up task for an existing contact; set assignee, due date/time, and an optional reminder.
Add Note to Contact
Add a note to a contact by email or name. Optionally include a subject and a plain-text or HTML body.
Create Contact
Create a new HubSpot contact using the provided contact properties (email is required). Returns the created contact record.
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.
Learn to build automation
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Follow Up Boss and HubSpot workflows.
Learn how to automate Follow Up Boss and HubSpot workflows.
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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 more
About HubSpot
HubSpot is a leading platform that provides a comprehensive suite of tools for marketing, sales, and customer service. It helps businesses attract visitors, convert leads, and close customers by offering features such as CRM, email marketing, social media management, and analytics.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Follow Up Boss and HubSpot 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 Follow Up Boss and HubSpot 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 HubSpot. No coding required.
Yes. You can set up a workflow where Follow Up Boss triggers actions in HubSpot, and a separate workflow where HubSpot triggers actions in Follow Up Boss. 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 Follow Up Boss and HubSpot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Follow Up Boss and HubSpot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
