# Follow Up Boss integration

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

- Authentication: apiKey

## Tools (97)

- **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.
- **Create Call**: Logs a call record (does not initiate an actual phone call).
- **Create Deal**: Create a new deal in a pipeline. Empty userIds creates a deal no agent can see.
- **Create Email Marketing Campaign**: Create an email marketing campaign. Required before reporting events via /emEvents.
- **Create Email Marketing Events**: Report email marketing activity in batches of up to 1000 events. Campaign must already exist.
- **Create Event**: Primary endpoint for sending leads. Deduplicates by phone/email and triggers action plans/automations.
- **Create Group**: Create a new group with specified users.
- **Create Note**: Create a note attached to a person. Supports plain text and HTML content.
- **Create People Relationship**: Create a new relationship for a person (e.g., spouse, attorney, referral).
- **Create Person**: Directly create a new person record. Prefer POST /events for lead ingestion.
- **Create Person Attachment**: Attach a file (by URL) to a person's record.
- **Create Pond**: Create a new lead distribution pond.
- **Create Task**: Create a new task associated with a person.
- **Create Team**: Create a new team with specified users.
- **Create Text Message**: Logs a text message record. Restricted to registered systems. Does NOT send an actual SMS.
- **Create Webhook**: Create a webhook subscription. Account owner / registered systems only. Max 2 webhooks per event per system.
- **Delete Appointment**: Delete an appointment by ID.
- **Delete Appointment Outcome**: Delete an appointment outcome by ID.
- **Delete Appointment Type**: Delete an appointment type by ID.
- **Delete Deal**: Delete a deal by ID.
- **Delete Group**: Delete a group by ID.
- **Delete Note**: Delete a note by ID.
- **Delete People Relationship**: Delete a relationship by ID.
- **Delete Person**: Delete a person record by ID.
- **Delete Person Attachment**: Delete a person attachment by ID.
- **Delete Pond**: Delete a pond by ID.
- **Delete Task**: Delete a task by ID.
- **Delete Team**: Delete a team by ID.
- **Delete Webhook**: Delete a webhook subscription by ID.
- **Get Appointment**: Retrieve a specific appointment by its ID.
- **Get Appointment Outcome**: Retrieve a specific appointment outcome by its ID.
- **Get Appointment Type**: Retrieve a specific appointment type by its ID.
- **Get Call**: Retrieve a specific call record by its ID.
- **Get Deal**: Retrieve a specific deal by its ID.
- **Get Event**: Retrieve a specific event by its ID.
- **Get Group**: Retrieve a specific group by its ID.
- **Get Identity**: Returns identifying information about the authenticated user and their account.
- **Get Note**: Retrieve a specific note by its ID.
- **Get People Relationship**: Retrieve a specific relationship by its ID.
- **Get Person**: Retrieve a specific person by their ID.
- **Get Person Attachment**: Retrieve a person attachment's metadata by its ID.
- **Get Pipeline**: Retrieve a specific pipeline by its ID.
- **Get Pond**: Retrieve a specific pond by its ID.
- **Get Task**: Retrieve a specific task by its ID.
- **Get Team**: Retrieve a specific team by its ID.
- **Get Text Message**: Retrieve a specific text message record by its ID.
- **Get User**: Retrieve a specific user by their ID.
- **Get Webhook**: Retrieve a specific webhook by its ID.
- **Ignore Unclaimed Person**: Dismiss an unclaimed lead so it no longer appears in the unclaimed list for the current user.
- **List Action Plan People**: List people enrolled in action plans. Deprecated — planned for removal as part of Automations 2.0.
- **List Action Plans**: List all action plans. Deprecated — planned for removal as part of Automations 2.0.
- **List Appointment Outcomes**: List all appointment outcome definitions.
- **List Appointments**: List appointments created in Follow Up Boss for the authenticated user (not Google Calendar imports).
- **List Appointment Types**: List all appointment type definitions.
- **List Calls**: List call records. Some call data is only visible in the FUB UI, not via API.
- **List Custom Fields**: Returns all custom field definitions. Access them on people/deals via the `custom` prefix.
- **List Deals**: List deals with filtering by person, pipeline, and stage.
- **List Email Marketing Campaigns**: List email marketing campaigns. Covers FUB built-in marketing and third-party tool integrations.
- **List Email Templates**: List all email templates in the account.
- **List Events**: Search for events with filtering by person, event type, and property association.
- **List Groups**: List all groups in the account. Not accessible by lender accounts.
- **List Notes**: List notes, optionally filtered by person ID.
- **List People**: Search for people (leads/contacts) with extensive filtering options.
- **List People Relationships**: List relationships (spouse, attorney, etc.) associated with people.
- **List Pipelines**: List all deal pipelines in the account.
- **List Ponds**: List all lead distribution ponds in the account.
- **List Smart Lists**: List all smart lists (dynamic contact groups) in the account.
- **List Stages**: List all lead/people stages configured in the account.
- **List Tasks**: List tasks with filtering by person, assigned user, and status.
- **List Teams**: List all teams in the account.
- **List Text Messages**: List text message records, optionally filtered by person. Some data is only visible in the FUB application.
- **List Text Message Templates**: List all text message templates in the account.
- **List Timeframes**: List all timeframe definitions available for lead categorization.
- **List Unclaimed People**: List unclaimed leads available to the current user.
- **List Users**: List all users (agents, brokers, lenders) in the account.
- **List Webhooks**: List all webhooks. Restricted to account owner.
- **Update Action Plan Person**: Update an action plan enrollment record. Deprecated — planned for removal as part of Automations 2.0.
- **Update Appointment**: Update an existing appointment's details.
- **Update Appointment Outcome**: Update an existing appointment outcome.
- **Update Appointment Type**: Update an existing appointment type.
- **Update Call**: Update an existing call record.
- **Update Deal**: Update an existing deal's details, stage, or value.
- **Update Email Marketing Campaign**: Update an existing email marketing campaign.
- **Update Group**: Update an existing group's name or members.
- **Update Note**: Update an existing note's content.
- **Update People Relationship**: Update an existing people relationship.
- **Update Person**: Update an existing person's information. Source and sourceUrl cannot be changed after creation.
- **Update Person Attachment**: Update a person attachment's display name.
- **Update Pond**: Update an existing pond's name.
- **Update Task**: Update an existing task's details or status.
- **Update Team**: Update an existing team's name or members.
- **Update Webhook**: Update an existing webhook's event or URL.

## Related prompts

- [Personalized speed-to-lead SMS for new Follow Up Boss leads](https://www.generalinput.com/prompts/personalized-speed-to-lead-sms-for-new-follow-up-boss-leads.md)
- [Weekly stale-lead reactivation in Follow Up Boss](https://www.generalinput.com/prompts/weekly-stale-lead-reactivation-in-follow-up-boss.md)
- [Advance Follow Up Boss deals when DocuSign envelopes close](https://www.generalinput.com/prompts/advance-follow-up-boss-deals-when-docusign-envelopes-close.md)
- [Pre-showing prep brief in Slack for new Calendly bookings](https://www.generalinput.com/prompts/pre-showing-prep-brief-in-slack-for-new-calendly-bookings.md)
- [Daily lead source attribution from Follow Up Boss](https://www.generalinput.com/prompts/daily-lead-source-attribution-from-follow-up-boss.md)

Connect Follow Up Boss in General Input: https://www.generalinput.com/apps/follow-up-boss