CRM & Sales · Integration
Follow Up Boss
Add Follow Up Boss to your product for your customers, and give your AI agents governed access to it.
Follow Up Boss is the CRM a residential real estate team runs on, and its central idea is the event: an enquiry, a property viewed, a form filled in, posted to the API as an event, which creates or updates the person behind it and lands it in the right agent's queue through that account's own lead routing rules. Sending an event is therefore usually more correct than writing a person directly, because routing, assignment and action plans all hang off it. Around that sit deals moving through pipeline stages, notes, tasks, appointments, and logged calls and texts, plus a custom field set that differs per account. Webhooks cover people, deals, events, calls and messages, so your product hears about a stage change rather than polling for one. Each account creates its own API key, so what you reach is what that brokerage decided to share.
In your product
Embedded for your customers. Per-tenant auth, no per-customer code, maintained by fastn.
Let each team connect their own Follow Up Boss account so leads your product sends are routed by their rules rather than assigned by yours.
Post an enquiry as an event, so the person, the source and the assignment are all created the way that account expects.
Move a deal through the pipeline stages that account defined, instead of the stage names you happened to choose.
Log calls, texts and notes against a person so an agent sees one history rather than half of it.
For your AI agents
Governed, audited access for the agents you build, through the MCP server.
An agent reads a person's history and recent events before drafting the next follow-up.
An agent updates a deal stage or adds a note within scoped permissions, with the change attributable.
An agent reports which leads have had no contact since they arrived, and how old each one is.
Example prompt
Which leads from this source have had no contact in five days, and what did each of them originally enquire about?
Set up Follow Up Boss in 4 steps
- 01Enable the Follow Up Boss connector in your fastn dashboard.
- 02Have each team create their own API key, so leads are routed by their account's rules under their own credentials.
- 03Map that account's pipelines, stages and custom fields, decide which enquiries you post as events, and subscribe to the webhooks you need.
- 04Call it from your product and expose the same connection to your agents through the MCP gateway.
Why teams use the Follow Up Boss integration
What you get by embedding it with fastn instead of building it yourself.
- Ship a Follow Up Boss integration without building it. Your customers connect their own Follow Up Boss account inside your product and work their accounts, contacts and opportunities there, with no per-customer code on your side.
- Handle the part that actually costs time: every CRM instance is customised, so standard objects are never the whole story. fastn owns the auth, token refresh, rate limits, pagination and breaking-change fixes, so a Follow Up Boss update is not your on-call problem.
- One integration serves your product and your agents. The same governed Follow Up Boss connection powers in-product features and gives AI agents scoped, audited access, so you keep customer records aligned between your product and the CRM each customer already runs without wiring it twice.
Used by these teams
Compare with
LeadConnector
Pipedrive
CloseOften used alongside
Tools the same teams tend to run next to Follow Up Boss, across other categories.
Slack
Mailchimp
Marketo
Google AdsFollow Up Boss integration FAQ
How do I add a Follow Up Boss integration to my product?
Enable the Follow Up Boss connector in your fastn dashboard, then let each customer authenticate their own Follow Up Boss account. fastn handles the OAuth flow, token storage and refresh per tenant, so there is no Follow Up Boss client code in your app and no per-customer branch in your codebase. Setup is 4 steps.
Do my customers each connect their own Follow Up Boss account?
Yes. Every connection is scoped to the individual customer, so each authorises their own Follow Up Boss account and only ever sees their own accounts, contacts and opportunities. That per-tenant isolation is the point of an embedded integration: you support the long tail of customer setups without maintaining an integration per customer.
Can AI agents use this Follow Up Boss integration?
Yes. The same connection is exposed to your agents through the fastn MCP gateway, with permissions scoped per tenant and every call audited. An agent reads a person's history and recent events before drafting the next follow-up.
Who maintains the Follow Up Boss integration?
fastn does. When Follow Up Boss changes an endpoint, deprecates a field or alters its auth, the fix lands in the connector rather than in your backlog, and your customers' connections keep working.
Does the Follow Up Boss integration support custom fields and custom objects?
Yes. CRM instances are heavily customised, so field and object mapping is configuration rather than code. Each customer maps their own fields during setup, which means onboarding a customer with an unusual Follow Up Boss schema does not require a deploy on your side.
Can records sync both ways?
Yes. You can read from Follow Up Boss, write back to it, and react to changes through triggers, so a record updated in your product and a record updated in Follow Up Boss do not drift apart.
What can I build with the Follow Up Boss integration?
A common starting point: let each team connect their own Follow Up Boss account so leads your product sends are routed by their rules rather than assigned by yours. Teams also use it for the other use cases listed above, and expose it to agents for governed reads and writes.
How much does the Follow Up Boss integration cost?
It is included. Pricing is based on connected accounts, not on how many connectors you enable, so adding Follow Up Boss does not change your per-connector cost. You can start free with 3 connected accounts.
Add Follow Up Boss to your product
Start free with 3 connected accounts. No sales call required, and no per-customer integration code.