Follow Up Boss

CRM & supportAPI keyCredentials form

Send in leads and manage people, notes, tasks, calls and deals in the Follow Up Boss real estate CRM.

12 actions

Action	Effect	Data handled
followupboss_send_lead_eventSends in a new lead or an event about one (inquiry, registration, property view)	write	Personal data
followupboss_search_peopleSearches people (leads and contacts) by name, email, phone, stage, source, tags or assigned agent	read	Personal data
followupboss_get_personReturns a person with their emails, phones, stage, source, tags, assigned agent and custom fields	read	Personal data
followupboss_update_personUpdates a person's name, stage, source, assigned agent or tags	write	Personal data
followupboss_create_noteAdds a note to a person's timeline	write	Personal data
followupboss_list_tasksLists tasks, filtered by person, assigned agent, type, completion or due date	read	Personal data
followupboss_create_taskCreates a task on a person, such as a call or follow-up, assigned to an agent with a due date	write	Personal data
followupboss_log_callLogs a phone call with a person, with its direction, outcome, duration and a note	write	Personal data
followupboss_list_pipelinesLists deal pipelines with their stages and ids	read	General
followupboss_list_dealsLists deals, filtered by pipeline, agent, person or status	read	Personal data
followupboss_create_dealCreates a deal in a pipeline stage for people and agents, with a price and projected close date	write	Personal data
followupboss_list_usersLists the account's users (agents, lenders, admins), for assigning people and tasks	read	Personal data

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Also included

dexby.createSession({
  userId: customer.id,
  connectors: ['followupboss']
})