Follow Up BossAutomation & Integration
Connect lead intake, contact routing, CRM lookup, and supported follow-up workflows in Follow Up Boss.
I connect Follow Up Boss to lead intake, routing, re-engagement, and permission-aware CRM assistants so agents can act on supported contact data without adding another manual queue.
Representative workflow
Follow Up Boss
Real Estate CRM
- 01
Apply the project workflow
Prompt response workflows for leads received through supported FUB intake paths
Project destination
The system or person selected for this workflow
How I use Follow Up Boss
Follow Up Boss supports OAuth or per-user API keys, lead and IDX event ingestion, contact records, and account-owner-managed resource webhooks. I use those supported paths to route new activity, segment contacts, retrieve permitted CRM context, and connect approved downstream tools. Scope follows the authorizing user's record visibility, API limits, webhook ownership, and the automation endpoints supported when the workflow launches.
A practical starting point
Prompt response workflows for leads received through supported FUB intake paths
Workflow blueprint
From Follow Up Boss to useful action
A representative implementation pattern. The project determines the exact fields, logic, access, and destination.
Follow Up Boss
Real Estate CRM
- 01
Use the required platform data
People, stages, sources, tags, custom fields, assignments, and contact details
- 02
Apply the project workflow
Prompt response workflows for leads received through supported FUB intake paths
Project destination
The system or person selected for this workflow
What the integration supports
Facts checked
Authentication and access
OAuth bearer token or a per-user API key over HTTPS Basic authentication. Customer-service integrations must also register a system and send its X-System credentials.
Useful data and actions
- People, stages, sources, tags, custom fields, assignments, and contact details
- Notes, tasks, appointments, deals, and supported communication events
- Lead and IDX activity ingestion plus account-owner-managed resource webhooks
Constraints to confirm
- Access inherits the authorizing user's role and contact visibility; API keys can expose broad account data and may be restricted by the account owner.
- Only the account owner can manage webhooks, system and endpoint rate limits apply, and custom fields must be explicitly requested where documented.
- Action Plan endpoints are scheduled for deprecation under Automations 2.0, so new builds should confirm the supported automation path before launch.
What I automate with Follow Up Boss
Prompt response workflows for leads received through supported FUB intake paths
Supported multi-step follow-up and re-engagement workflows
Contact segmentation using source, stage, tags, and inquiry data
Permission-aware CRM lookup and follow-up drafting through an MCP tool
Lead scoring and routing within the authorized user's record visibility
Tasks and appointments coordinated from Follow Up Boss contact context
Industries
Ready to integrate Follow Up Boss into your workflows?
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