Example Workflow Triggers and Actions

Available via Custom Integration. Request a Quote.

Request a Quote
heading shape

New Contact in List

Triggered when a contact is added to a specific list in HubSpot, allowing for automated workflows or notifications within Follow Up Boss for timely follow-up.
heading shape

New Deal Property Change

Activated when a property of a deal in HubSpot is updated, facilitating tracking changes in deal stages or other custom deal properties within Follow Up Boss for sales pipeline management.
heading shape

Product Created or Updated

Fires when a product is newly created or updated in HubSpot, aiding in aligning product offerings with insights from lead interactions or preferences captured in Follow Up Boss.
heading shape

New Email Event

Triggered by various email activities in HubSpot, such as when an email is opened, clicked, or bounced, assisting in monitoring email campaign effectiveness based on lead engagement captured in Follow Up Boss.
heading shape

Add Contact to HubSpot List

Adds a contact to a specified list in HubSpot, triggering automated follow-up tasks or reminders within Follow Up Boss for efficient lead management.
heading shape

Create a Company in HubSpot

Allows for the creation of a new company record in HubSpot, triggered by actions like a form submission or lead capture, enriched with company information from leads captured in Follow Up Boss.
heading shape

Find Company

Searches for a company in HubSpot; retrieves details if it exists, otherwise triggers actions to create a new company record in Follow Up Boss for comprehensive company management.
heading shape

Find or Create Line item

Looks for a specific line item in HubSpot; if it doesn't exist, it creates a new one, aiding in tracking transactions and activities informed by lead interactions or insights captured in Follow Up Boss.
heading shape

Find or Create Ticket

Searches for a support ticket in HubSpot; if not found, it creates a new ticket, ensuring prompt resolution of customer inquiries or issues addressed using lead data or insights from Follow Up Boss.

Integrations built by experts

 

pre-heading icon one

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon two

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

pre-heading icon three

Custom Solutions

Tailored HubSpot CRM implementations, app integrations, and tech stack optimization.

Hubspot Platinum Solutions Badge

11 Years of HubSpot Expertise

Our team is committed to continuous learning, ensuring we deliver cutting-edge solutions and build client infrastructure that scale.

Certified Ethical Hacker badge
OWASP Certification badge
McAfee Insitute Certification Badge
Client Management badge
CMS Developers II badge
CMS Developers I badge
CMS Implementation badge
Inbound Certification badge
Academy SEO badge
Inbound Marketing badge
Salesforce Integration Certification Badge
Marketing Software Certification Badge
Sales Hub Software Certification Badge
Shopify Certified Partner badge
Top 1% Developers badge
Sales Software Certification Badge
Marketing Hub Software Certification Badge
Platform Consulting Badge
Objective Based Onbording Badge
HubSpot Reporting Certified Badge
Data Integrations Certification Badge
Implementation for Partners Certification Badge

Trusted by 100s of companies from startups to the Fortune 500

Five Star Rating

4.8 out of 5

Based on 91 reviews

Book call

120+

HubSpot Websites Built

Top 1%

on Upwork

500+

Custom Integrations Built

Twilio Shopify Webflow 100+ integrations

Other integrations built by us

Explore a range of custom integrations we've developed to streamline workflows and enhance productivity.

Frame 427321986

Categories

Search apps
CRM Integration Logo

Google Ads

Connect

Optimize advertising campaigns with HubSpot Google Ads Integration. Seamlessly connect HubSpot with Google Ads for improved campaign management and analytics.

CRM Integration Logo

Webflow

Connect

Learn how to effortlessly integrate Webflow with HubSpot to streamline your marketing efforts and unlock powerful automation capabilities.

CRM Integration Logo

Canva

Connect

Discover the benefits of integrating Canva with HubSpot and revolutionize your marketing collateral creation process with seamless automation.

CRM Integration Logo

Twitter

Connect

Explore how integrating Twitter with HubSpot can amplify your social media marketing efforts and drive engagement with your audience.

CRM Integration Logo

Instagram

Connect

Manage Instagram Direct Messages Directly in HubSpot. Trigger Workflows, Respond to DMs Faster. Only $100/Month.

CRM Integration Logo

Hotjar

Connect

Learn how integrating Hotjar with HubSpot can help you gain valuable insights into user behavior and optimize your website for enhanced engagement and conversions.

CRM Integration Logo

Forminator

Connect

Discover how integrating Forminator with HubSpot can streamline form management and lead generation processes, empowering you to capture and nurture leads effectively.

CRM Integration Logo

Instapage

Connect

Learn how integrating Instapage with HubSpot can optimize your landing page performance and enhance conversion rates, driving growth and maximizing ROI.

CRM Integration Logo

Gong

Connect

Explore the benefits of integrating Gong with HubSpot to gain actionable insights from customer interactions, enabling you to enhance sales effectiveness and drive revenue growth.

CRM Integration Logo

G-Integrator

Connect

Discover how integrating G-Integrator with HubSpot can streamline data synchronization and enhance cross-platform functionality, empowering you to maximize productivity and efficiency.

Customer Reviews

Book a 15 min Demo Call
  • Carrie Duddley
    Carrie Dudley
    Director of Client Services
  • Ben Oaksmith
    Ben Oaksmith
    Principal & Founder
  • Ryan Ondriezek
    Ryan Ondriezek
    Associate Creative Director
  • Lauren Meeks
    Lauren Meeks
    Accounting Manager
  • Katie Herrmann Profile-Pic
    Katie Herrmann
    Director of Digital Strategy
  • Dillon Jones
    Dillon Jones
    Digital Marketing Lead
  • Tooraj-Hubsearch
    Tooraj Arvajeh
    CEO & Co-Founder
John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

John Karger

"They excel in communicating directly with clients and third-party software providers."


Illumine8

"HubBase held a feasibility session and mapped out the process for developing custom APIs. They excel in communicating directly with clients and third-party software providers. I strongly recommend them for HubSpot development, Shopify, and API integrations.”

John Karger

"We highly recommend HubBase."


Oaksmith Yachts

HubBase exceeded our expectations with their expert web development and flawless API integration. Their SEO optimization efforts, tailored to our target audience and industry, led to a dramatic increase in organic traffic and search engine rankings.

John Karger

"HubBase is by far the best company I've had the privilege to collaborate with"


Amobee

Having worked with a couple of HubSpot developers, HubBase is by far the best company I've had the privilege to collaborate with. Our project was delivered on schedule and met budget, and most important: the email creation system that they provided to my team WORKS.

John Karger

"An Amazing Partner!"


GossRV

The HubBase team excelled in creating a custom API for HubSpot quotes payments, adapting swiftly to changes with excellent communication. They were incredibly responsive and I highly recommend their team.

John Karger

"Quick, Quality Dev Work."


Profile Plan

I have really enjoyed working with the HubBase team on a variety of development projects over the last year. We use HubBase as our main website development team, and we rely on them for integration, migration, and HubSpot development work.

John Karger

"I would absolutely hire them again!”


Dillon Jones, LLC

“The HubBase team did an excellent job handling a complex issue with our HubSpot CMS integration. They helped provide a solution that made sense for the business and ensured a quality end result.

John Karger

"I highly recommend working with this team."


Perl Street

HubBase built our software platform very scalable as it utilized serverless Amazon AWS. The backend and frontend of the platform is developed using JavaScript. It has integrations with HubSpot, Quickbooks and HelloSign.

Follow Up Boss logo

Follow Up Boss + HubSpot

bullet icon

Streamline Lead Management

Integrate Follow Up Boss with HubSpot to streamline lead management processes. Capture and track leads from various sources, assign tasks, and follow up with leads efficiently, ensuring no opportunity is missed.

bullet icon

Improve Lead Engagement

Utilize Follow Up Boss' lead engagement features within HubSpot to improve communication with leads. Send personalized emails, schedule follow-up calls, and track interactions seamlessly to nurture leads effectively.

bullet icon

Enhance Sales Collaboration

Leverage HubSpot's CRM capabilities with Follow Up Boss to enhance collaboration between sales teams. Share lead insights, track progress, and coordinate follow-up activities to close deals faster and more effectively.

Hubspot integration FAQs

Hubspot integration FAQs

Integration questions demystified for marketing teams

How does the HubSpot Follow Up Boss Integration streamline lead management?

The integration streamlines lead management by capturing and tracking leads from various sources, assigning tasks, and facilitating efficient follow-up processes within Follow Up Boss directly from HubSpot.

Can I improve lead engagement using Follow Up Boss' features within HubSpot?

Yes, you can utilize Follow Up Boss' lead engagement features within HubSpot to improve communication with leads, send personalized emails, schedule follow-up calls, and track interactions seamlessly to nurture leads effectively.

How does HubSpot integration with Follow Up Boss enhance sales collaboration?

By leveraging HubSpot's CRM capabilities with Follow Up Boss, the integration enhances collaboration between sales teams, enabling lead sharing, progress tracking, and coordinated follow-up activities for more effective deal closure.

Can I automate follow-up tasks and reminders within Follow Up Boss using HubSpot?

Yes, you can automate follow-up tasks and reminders within Follow Up Boss based on triggers from HubSpot, ensuring timely and consistent follow-up with leads for improved conversion rates.

Are there any specific benefits of using HubSpot's segmentation features with Follow Up Boss?

Utilizing HubSpot's segmentation features with Follow Up Boss allows for targeted lead management and follow-up strategies, enabling personalized communication and more effective engagement with segmented leads.

How does HubSpot integration with Follow Up Boss contribute to lead nurturing?

The integration contributes to lead nurturing by facilitating personalized communication, timely follow-up, and efficient task management within Follow Up Boss, ensuring leads are nurtured effectively through the sales process.

Can I track lead interactions and engagement within Follow Up Boss using HubSpot data?

Yes, you can track lead interactions and engagement within Follow Up Boss using HubSpot data, providing insights into lead behavior and preferences for more targeted follow-up strategies.

How does HubSpot integration with Follow Up Boss improve sales pipeline management?

By syncing deal data and updates between HubSpot and Follow Up Boss, the integration improves sales pipeline management by providing real-time insights into deal progress, stages, and next steps for more effective sales strategies.

Can I automate lead scoring and qualification processes using Follow Up Boss with HubSpot data?

Yes, you can automate lead scoring and qualification processes using Follow Up Boss with HubSpot data, enabling more efficient lead management and prioritization based on lead interactions and engagement.

Is it possible to set up automated workflows and notifications within Follow Up Boss using HubSpot triggers?

Yes, you can set up automated workflows and notifications within Follow Up Boss based on triggers from HubSpot, ensuring timely follow-up and task management for improved lead conversion and sales effectiveness.
The integration streamlines lead management by capturing and tracking leads from various sources, assigning tasks, and facilitating efficient follow-up processes within Follow Up Boss directly from HubSpot.
Yes, you can utilize Follow Up Boss' lead engagement features within HubSpot to improve communication with leads, send personalized emails, schedule follow-up calls, and track interactions seamlessly to nurture leads effectively.
By leveraging HubSpot's CRM capabilities with Follow Up Boss, the integration enhances collaboration between sales teams, enabling lead sharing, progress tracking, and coordinated follow-up activities for more effective deal closure.
Yes, you can automate follow-up tasks and reminders within Follow Up Boss based on triggers from HubSpot, ensuring timely and consistent follow-up with leads for improved conversion rates.
Utilizing HubSpot's segmentation features with Follow Up Boss allows for targeted lead management and follow-up strategies, enabling personalized communication and more effective engagement with segmented leads.
The integration contributes to lead nurturing by facilitating personalized communication, timely follow-up, and efficient task management within Follow Up Boss, ensuring leads are nurtured effectively through the sales process.
Yes, you can track lead interactions and engagement within Follow Up Boss using HubSpot data, providing insights into lead behavior and preferences for more targeted follow-up strategies.
By syncing deal data and updates between HubSpot and Follow Up Boss, the integration improves sales pipeline management by providing real-time insights into deal progress, stages, and next steps for more effective sales strategies.
Yes, you can automate lead scoring and qualification processes using Follow Up Boss with HubSpot data, enabling more efficient lead management and prioritization based on lead interactions and engagement.
Yes, you can set up automated workflows and notifications within Follow Up Boss based on triggers from HubSpot, ensuring timely follow-up and task management for improved lead conversion and sales effectiveness.

Book a consultation call