How to connect Follow Up Boss and Circle
Create a New Scenario to Connect Follow Up Boss and Circle
In the workspace, click the “Create New Scenario” button.

Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or Circle will be your first step. To do this, click "Choose an app," find Follow Up Boss or Circle, and select the appropriate trigger to start the scenario.

Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.


Follow Up Boss

Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Circle Node
Next, click the plus (+) icon on the Follow Up Boss node, select Circle from the list of available apps, and choose the action you need from the list of nodes within Circle.


Follow Up Boss
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Circle


Authenticate Circle
Now, click the Circle node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Circle settings. Authentication allows you to use Circle through Latenode.
Configure the Follow Up Boss and Circle Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Follow Up Boss and Circle Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
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AI Anthropic Claude 3
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Circle
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response


Save and Activate the Scenario
After configuring Follow Up Boss, Circle, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Follow Up Boss and Circle integration works as expected. Depending on your setup, data should flow between Follow Up Boss and Circle (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Follow Up Boss and Circle
Follow Up Boss + Circle + Slack: When a deal closes in Follow Up Boss, find the associated person and then add them as a member to a specific Circle community. Finally, send a welcome message to that member in Slack.
Circle + Follow Up Boss + Calendly: When a new member joins a Circle community, find the corresponding person in Follow Up Boss. Based on the person's stage in Follow Up Boss, send them a specific Calendly scheduling link via Circle Direct Message.
Follow Up Boss and Circle integration alternatives

About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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About Circle
Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.
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See how Latenode works
FAQ Follow Up Boss and Circle
How can I connect my Follow Up Boss account to Circle using Latenode?
To connect your Follow Up Boss account to Circle on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Follow Up Boss and click on "Connect".
- Authenticate your Follow Up Boss and Circle accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically enroll new leads from Follow Up Boss into a Circle course?
Yes, you can! Latenode allows seamless enrollment using visual workflows and custom logic for advanced segmentation, ensuring the right leads get the right courses.
What types of tasks can I perform by integrating Follow Up Boss with Circle?
Integrating Follow Up Boss with Circle allows you to perform various tasks, including:
- Add new Follow Up Boss leads as Circle community members.
- Send personalized welcome messages in Circle for new FUB leads.
- Trigger Circle course access when deals close in Follow Up Boss.
- Update Circle member profiles with Follow Up Boss contact info.
- Create Circle discussion topics based on Follow Up Boss deal stages.
How do I handle errors when Follow Up Boss or Circle integrations fail?
Latenode offers advanced error handling with built-in retry mechanisms, logging, and custom notifications, ensuring reliable automation.
Are there any limitations to the Follow Up Boss and Circle integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex custom fields might require JavaScript for data transformation.
- Rate limits of Follow Up Boss and Circle APIs still apply.
- Historical data migration needs to be handled separately.