How do I set up the Close CRM and Follow Up Boss integration?

Setting up is simple: Create a new scenario in Latenode, add Close CRM as your trigger, add Follow Up Boss as your action, authenticate both apps, configure your workflow and deploy.

Is the Close CRM + Follow Up Boss integration free?

Latenode offers a generous free tier that includes the Close CRM and Follow Up Boss integration. You can start building workflows at no cost with no credit card required.

Close CRM and Follow Up Boss integration

Automate Close CRM + Follow Up Boss workflows

Sync Close CRM contacts and deals directly to Follow Up Boss to automate lead nurturing, streamline follow-ups, and keep your sales pipeline synchronized across both platforms seamlessly.

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Capabilities

Triggers & Actions

Every event and operation available when connecting Close CRM and Follow Up Boss — from both apps.

Trigger

Lead Status Changed (Instant)

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Trigger

New Lead (Instant)

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Trigger

Deal Stage Updated

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Trigger

New Appointment

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Trigger

New Deal

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Trigger

New Person

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Setup

Connect both apps in 3 steps

No developer needed. From credentials to live workflow in under 10 minutes.

Connect Close CRM

Authenticate Close CRM in Latenode's Credentials panel. You'll need access to your Close CRM account and permissions to create connections.

Connect Follow Up Boss

Add Follow Up Boss credentials (OAuth or API key, depending on the app). Latenode stores credentials securely and never saves your passwords.

Build and go live

Pick a trigger and an action, test with real data, then toggle your workflow to Live — done.

Build your Close CRM + Follow Up Boss automation

Choose a trigger and an action to build your workflow.

When this happens in Close CRM...

...do this in Follow Up Boss

Describe your automation — press Build to open it in the editor.

FAQ

Common questions

Can't find what you need? Contact support →

Yes! Latenode provides a native integration between Close CRM and Follow Up Boss. You can connect them in minutes using our visual workflow builder — no coding required.

Use cases

Explore each app

Start from either hub, then mix triggers and actions with the rest of your stack.

About Close CRM

Official website

Close CRM is a powerful sales communication platform designed to help teams manage leads and close deals more effectively. With features such as built-in calling, automated follow-ups, customizable workflows, and detailed reporting, Close CRM streamlines the sales process by consolidating all communication and data in one place. Its intuitive interface allows users to track interactions, prioritize tasks, and collaborate seamlessly, making it an essential tool for sales teams looking to enhance productivity and drive revenue growth.

CRM

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Popular Close CRM pairs

Close CRM + AI Models Close CRM + Avaza Close CRM + AI GPT Router Close CRM + Apollo Close CRM + Alegra Close CRM + 123FormBuilder Close CRM + Agile CRM Close CRM + Acuity Scheduling Close CRM + ActiveCampaign Close CRM + Bitrix24

About Follow Up Boss

Official website

Follow Up Boss is a powerful customer relationship management (CRM) tool designed for real estate professionals to streamline lead management and enhance team collaboration. It centralizes contact information, automates follow-up tasks, and provides robust reporting to help users track performance and optimize their sales processes. With features like customizable workflows, email synchronization, and integration options with various platforms, Follow Up Boss empowers agents to nurture leads effectively and close more deals.

CRM

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