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
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.
