rocketkind
Sales

Follow Up Boss

Follow Up Boss is a CRM built for real estate teams — it tracks people (leads and contacts), deals and the users working them.

Authentication

  • API key

Actions

Generic API request. Call any Follow Up Boss API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path and query are yours to fill.

  • List dealsList the Follow Up Boss deals for the authenticated account (GET /deals).
  • List peopleList the Follow Up Boss people (contacts) for the authenticated account (GET /people).
  • List usersList the Follow Up Boss users (agents) for the authenticated account (GET /users).

Triggers

  • Deal created (webhook)Starts the moment a deal is created in the connected Follow Up Boss account, delivered by a webhook instead of polling the deal list.
  • New or updated personStarts when a person is created or its record changes in the connected Follow Up Boss account.
  • New userStarts when a new team member is added to the connected Follow Up Boss account.
  • Person created (webhook)Starts the moment a person is created in the connected Follow Up Boss account, delivered by a webhook instead of polling for new activity.

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