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Follow Up Boss + HubSpot Integrations

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Connect Follow Up Boss to HubSpot
Example workflows
Inspirational workflows
Triggers and actions
Follow Up Boss + your other apps
HubSpot + your other apps
Related blog posts
FAQ

Follow Up Boss + HubSpot integrations

Trigger a new workflow when a new submission is received in Hubspot.

Preview of Easily configure which new form submissions should kick off the workflow.

Preview of Use Relay.app's HubSpot integrations to trigger actions across your apps

Preview of Use any of these HubSpot actions in your Relay.app workflows.

Trigger a new workflow when a new submission is received in Hubspot.

Easily configure which new form submissions should kick off the workflow.

Use Relay.app's HubSpot integrations to trigger actions across your apps

Use any of these HubSpot actions in your Relay.app workflows.

Overview

Connect Follow Up Boss to HubSpot in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, HubSpot, and many other popular SaaS applications.

Check below for example workflows using Follow Up Boss and HubSpot, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Follow Up Boss + HubSpot workflows

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Automatically create form response in HubSpot for each person added in Follow Up Boss

Try it

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Create person automatically in Follow Up Boss for each message received in HubSpot

Try it

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Reply to message automatically in HubSpot for each appointment added in Follow Up Boss

Try it

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Automatically update person in Follow Up Boss for each form submission received in HubSpot

Try it

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Find associated records automatically in HubSpot for each deal added in Follow Up Boss

Try it

Inspirational workflows

Visit the template gallery ➔

Demo Request Qualifier

Automatically qualify sales demo requests based on prospect information and AI analysis.

Sales

Relay.app workflow screenshot: Demo Request Qualifier

Lead enricher

CRM

Relay.app workflow screenshot: Lead enricher

Create HubSpot Task from Form Submission

Follow Up Boss Triggers

Appointment

edit

Appointment changed

target

Appointment first meets conditions

add

New appointment added

Deal

edit

Deal changed

target

Deal first meets conditions

add

New deal added

Person

add

New person added

edit

Person changed

target

Person first meets conditions

HubSpot Actions

Conversations

Reply to message

Form submission

Find form submissions

schedule

Wait for form submission

Marketing

description

Create form response

Object

playlist_add

Add record to list

add

Create or update record

add

Create record

Find associated records

playlist_remove

Remove record from list

edit

Update record

Owner

Find owner(s)

Pipeline Stage Query

Find stage by name

HubSpot Triggers

CRM Object

add

New record added

edit

Record changed

target

Record first meets conditions

Form submission

mark_email_unread

Form submission received

List

add

Record added to list

edit

Record in list field changed

target

Record in list meets conditions

Message

mark_email_unread

Message received

Follow Up Boss Actions

Action plan

add_box

Apply action plan to person

Find action plan(s)

Appointment

add

Create appointment

Find appointment(s)

edit

Update appointment

Appointment outcome

Find appointment outcome(s)

Appointment type

Find appointment type(s)

Call

add

Create call

Find call(s)

Deal

add

Create deal

Find deal(s)

edit

Update deal

Deal pipeline

Find deal pipeline(s)

Lead

new_label

New lead, inquiry, or website activity

Note

add

Create note

edit

Update note

Person

new_label

Add tag to person

add

Create person

Find person / people

label_off

Remove tag from person

edit

Update person

Person stage

Find person stage(s)

Task

add

Create task

Find task(s)

edit

Update task

Text message

add

Create text message

Find text messages for person

User

Find user(s)

Create your own Follow Up Boss + HubSpot integration

Select a trigger in Follow Up Boss

Select an action in HubSpot

Create your workflow

Or automate HubSpot + Follow Up Boss

Select a trigger in HubSpot

Select an action in Follow Up Boss

Create your workflow

Connect Follow Up Boss to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect HubSpot to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

The best form automation software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

Whitney Hazard

Apr 17, 2024

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Follow Up Boss to HubSpot with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Follow Up Boss or HubSpot to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Follow Up Boss and HubSpot to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Follow Up Boss to HubSpot?
link
Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and HubSpot—give it a try and let us know what you think.

See why people love Relay.app

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@SalamaErgossum

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@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

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@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app

Duke Dao

@dummy_coder

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@typeoneerror

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Notion Coach

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Maayan

Co-Founder at Elementary

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@ZikiDoesNotion

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Client onboarding workflow screenshot in Relay.app

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New to Relay.app? Learn how to automate your first workflow

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Follow Up Boss + HubSpot integrations

Example Follow Up Boss + HubSpot workflows

Automatically create form response in HubSpot for each person added in Follow Up Boss

Create person automatically in Follow Up Boss for each message received in HubSpot

Reply to message automatically in HubSpot for each appointment added in Follow Up Boss

Automatically update person in Follow Up Boss for each form submission received in HubSpot

Find associated records automatically in HubSpot for each deal added in Follow Up Boss

Inspirational workflows

Demo Request Qualifier

Lead enricher

Create HubSpot Task from Form Submission

Create your own Follow Up Boss + HubSpot integration

Or automate HubSpot + Follow Up Boss

Connect Follow Up Boss to your other apps

Or connect HubSpot to your other apps

Related blog posts

The best form automation software in 2024

FAQ

What is Relay.app?

How do I connect Follow Up Boss to HubSpot with Relay.app?

Is Relay.app a Zapier alternative for connecting Follow Up Boss to HubSpot?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?