Follow Up Boss

Lead management CRM API for real estate agents and brokers to manage people, events, calls, tasks, deals, and more.

API Key97 tools

Connect Follow Up Boss

Three ways to use Follow Up Boss

Ask your specialist

Pull data, take actions, or answer questions with this integration, right 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.

Tool

Check Duplicate Person

Check if a person already exists by email or phone number.

Tool

Claim Person

Claim an unclaimed lead for the current user.

Tool

Create Appointment

Create a new appointment. Syncs with third-party calendars if invitees include a FUB user with a synced calendar.

Tool

Create Appointment Outcome

Create a new appointment outcome definition.

Tool

Create Appointment Type

Create a new appointment type definition.

Tool

Get started automating Follow Up Boss

01Connect your accountLink your account securely with OAuth or an API key.

02Choose a trigger or toolPick the events and actions your workflow should use.

03Configure the workflowDescribe what you want and your specialist wires it up for you.

04Refine the processTest runs, review output, and tweak until it's right.

05Turn it onSet it live and it runs on a schedule or on events.

Follow Up Boss

Three ways to use Follow Up Boss

Ask your specialist

Build a workflow

Power an app

Supported tools

Add Person to Action Plan

Check Duplicate Person

Claim Person

Create Appointment

Create Appointment Outcome

Create Appointment Type

Get started automating Follow Up Boss

Your Follow Up Boss workflows, on autopilot.