Follow Up Boss
Lead management CRM API for real estate agents and brokers to manage people, events, calls, tasks, deals, and more.
Three ways to use Follow Up Boss
Chat with Geni
Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.
Build a workflow
Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.
Power an app
Use this integration as a data source or action layer behind a dashboard, form, or internal tool.
Supported tools
Actions your AI agents can perform with Follow Up Boss.
Add Person to Action Plan
Enroll a person in an action plan. Deprecated — planned for removal as part of Automations 2.0.
Check Duplicate Person
Check if a person already exists by email or phone number.
Claim Person
Claim an unclaimed lead for the current user.
Create Appointment
Create a new appointment. Syncs with third-party calendars if invitees include a FUB user with a synced calendar.
Create Appointment Outcome
Create a new appointment outcome definition.
Create Appointment Type
Create a new appointment type definition.
Get started automating Follow Up Boss
Ready-to-use workflows
Prompts using Follow Up Boss
Follow Up Boss agent accountability scoreboard for weekly huddles
See every agent's calls, texts, appointments and speed to lead side by side, then hand out coaching briefs before your Monday growth huddle.
Real estate production and commission board for Follow Up Boss
See every deal by stage with projected commission by month, agent and lead source, fix the gaps that break your forecast, and watch the next sixty days of closings.
Stale lead reassignment board for your Follow Up Boss team
See every Follow Up Boss lead your agents have not called or texted in weeks, then bulk reassign them to someone who will actually work them.
Personalized speed-to-lead SMS for new Follow Up Boss leads
Every 10 minutes, text new Follow Up Boss leads a personalized opening message, log it back to the CRM, and ping your team in Slack.
Weekly stale-lead reactivation in Follow Up Boss
Every Monday at 8am, surface your 10 best dormant leads, draft a personalized re-engagement email for each in Gmail, and post a digest to Slack.
Advance Follow Up Boss deals when DocuSign envelopes close
When a contract or closing doc is signed in DocuSign, automatically move the matching Follow Up Boss deal forward and post the win in Slack.
Pre-showing prep brief in Slack for new Calendly bookings
Whenever a buyer books a showing or consultation, get a one-message Slack brief pulling their full history from Follow Up Boss so you walk in already knowing them.
Daily lead source attribution from Follow Up Boss
Every morning at 7am ET, log yesterday's new Follow Up Boss leads to Google Sheets and post a top-sources summary to Slack.