Follow Up Boss CRM

If you use Follow Up Boss to manage leads, you can connect it once and then ask your agent things like “what’s John’s stage?”, “log a 12-minute call with Sarah, she’s interested”, “add a note to the Smiths about today’s showing” — your agent does the work in FUB on your behalf.

What it does

• Search leads by name, email, or phone (fuzzy match)
• Look up a full lead record (stage, source, contact info, custom fields, history)
• Create new leads — your FUB Action Plans / round-robin / drips run automatically by default
• Update lead fields (stage, source, tags, addresses, custom fields)
• Add notes to leads (post-showing recaps, context the lead said)
• Schedule tasks (follow-up calls, appointments, showings)
• Log completed calls with outcome + duration + a note
• Log text exchanges as activity records (FUB doesn’t actually send the text — see below)
• Browse recent activity for one lead or your whole pipeline

Connecting your account

1. In Follow Up Boss, go to Admin → API.
2. Click Create API Key. Copy the value (it starts with fka_).
3. In My Agent Platform, go to Dashboard → Settings → Integrations → Follow Up Boss.
4. Click Connect, paste your API key, click Connect again.
5. Done — your agent now has access to your FUB account.

The key is encrypted before it’s stored. Only your agent’s tool calls use it; nobody else can see it.

How to talk to your agent about FUB

Examples that work:

You say	Agent does
”What’s the stage on the Smiths?”	Searches FUB, confirms which Smith you mean, returns their stage
”Add the Johnsons — buyer leads from yesterday’s open house”	Creates a new lead, fires your Action Plans
”Just talked to Sarah for 12 min, she’s interested”	Looks up Sarah, logs the call with outcome=Interested, duration=720s
”Remind me to call John next Tuesday”	Creates a Call task on John for Tuesday
”Add a note for the Smiths — they loved the kitchen but the small yard’s a deal-breaker”	Adds a note on the Smiths’ record
”What’s the latest with John?”	Lists recent activity (calls, emails, inquiries) for John
”Set the Smiths to pending”	Updates their stage

What v1 doesn’t do (yet)

• No bulk operations. Updates happen one lead at a time. (Need to update 50 leads at once? Use FUB’s web interface.)
• No deals. Just leads and activity for now.
• No smart lists or saved searches.
• No webhooks. Your agent reads from FUB on demand; it doesn’t get notified when new leads come in. (#01 Lead Auto-Response will add this.)
• No deletes. Your agent can never delete a lead — that’s intentional. Delete in FUB directly if you need to.
• Texts are LOG ONLY. When you say “log a text I sent to John”, your agent records it as an activity entry on his FUB record. It does NOT actually send the text — FUB itself doesn’t send SMS. You send through your normal SMS app, then ask your agent to log it.

Privacy & data flow

• Your FUB API key is encrypted at rest in our database.
• Every read and write is scoped to your agent — nobody else can access your CRM data through your connection.
• We don’t cache your FUB data locally. Every tool call hits FUB live, so what your agent sees is what’s actually in your CRM right now.
• We send your X-System identifier (MyAgentPlatform) on every request, which is how FUB knows the call is coming from us. They use this to surface our integration in their partner directory.

What the agent will say if it can’t reach FUB

• Not connected: “I don’t have access to your Follow Up Boss CRM yet. Connect it in your dashboard at Settings → Integrations → Follow Up Boss.”
• Auth failed (key was rotated or revoked): “Your Follow Up Boss connection is no longer valid — looks like the API key was rotated. Reconnect it in Settings.”
• FUB rate-limiting: “FUB is rate-limiting us; let me try again in a few seconds.” (The agent will retry once automatically before giving up.)

Disconnecting

Go to Settings → Integrations → Follow Up Boss → Disconnect. The encrypted key is cleared from our database immediately. No data on FUB’s side is affected — only the link between your agent and your CRM is removed.

Coming soon

This integration is the foundation for two more features in our Real Estate vertical:

• Lead Auto-Response — when a new lead inquires through your website, your agent will draft a personalized reply for you to approve before it goes out.
• CRM Data Pulls — dashboard views of your FUB pipeline, lead lists, and reports right inside My Agent Platform.

Both are on the way.