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Follow Up Boss

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

99 actionsSign in with Follow Up Boss

Connect Follow Up Boss

What your bot can do in Follow Up Boss

Looks up

  • Get DealRetrieve a deal by its ID from Follow Up Boss.
  • Get IdentityRetrieve identity and authentication information from Follow Up Boss.
  • Get MeRetrieve information about the currently authenticated user.
  • Get PipelineRetrieve a pipeline by its ID from Follow Up Boss.
  • Get UserRetrieve a user by its ID from Follow Up Boss.
  • List AppointmentsSearch for appointments in Follow Up Boss.
  • List CallsSearch for calls in Follow Up Boss.
  • List Custom FieldsList all custom fields in Follow Up Boss.
  • List Deal Custom FieldsList all deal custom fields in Follow Up Boss.
  • List DealsSearch for and list deals from Follow Up Boss.
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  • List EventsSearch for and list events from Follow Up Boss.
  • List GroupsList all groups from Follow Up Boss.
  • List PipelinesSearch for pipelines in Follow Up Boss.
  • List StagesRetrieve a list of stages from Follow Up Boss.
  • List TemplatesList all email templates from Follow Up Boss.
  • List Text MessagesList text messages for a person or phone number from Follow Up Boss.
  • List UsersSearch for and list users from Follow Up Boss.
  • Get AppointmentRetrieve an appointment by its ID.
  • Get Appointment OutcomeRetrieve an appointment outcome by ID.
  • Get Appointment TypeRetrieve an appointment type by ID.
  • Get CallRetrieve a call by its ID from Follow Up Boss.
  • Get Deal Custom FieldRetrieve a deal custom field by its ID from Follow Up Boss.
  • Get EventRetrieve a single event by its ID from Follow Up Boss.
  • Get GroupRetrieve a group by its ID from Follow Up Boss.
  • Get People RelationshipRetrieve a people relationship by its ID from Follow Up Boss.
  • Get PondsRetrieve a pond by its ID from Follow Up Boss.
  • Get Smart ListRetrieve a Smart List by its ID from Follow Up Boss.
  • Get StageRetrieve a stage by its ID from Follow Up Boss.
  • Get TeamRetrieve a team by its ID from Follow Up Boss.
  • Get TemplateRetrieve an email template by its ID from Follow Up Boss.
  • Get Text MessageRetrieve a text message by its ID from Follow Up Boss.
  • Get Text Message TemplateRetrieve a text message template by its ID from Follow Up Boss.
  • List Action PlansGet a list of Action Plans from Follow Up Boss.
  • List Action Plans PeopleList Action Plans applied to a particular person or list people on a particular Action Plan.
  • List Appointment OutcomesList all appointment outcomes from Follow Up Boss.
  • List Appointment TypesList all appointment types from Follow Up Boss.
  • List Email Marketing CampaignsList email marketing campaigns from Follow Up Boss.
  • List Email Marketing EventsRetrieve email marketing events from Follow Up Boss.
  • List Groups Round RobinList groups with round-robin data from Follow Up Boss.
  • List Inbox AppsList all inbox app installations from Follow Up Boss.
  • List People RelationshipsList all people relationships from Follow Up Boss.
  • List PondsList all ponds from Follow Up Boss.
  • List Smart ListsList Smart Lists from Follow Up Boss.
  • List Team InboxesList all shared team inboxes from Follow Up Boss.
  • List TeamsGet a list of teams from Follow Up Boss.
  • List Text Message TemplatesList all text message templates from Follow Up Boss.
  • List TimeframesGet a list of timeframes from Follow Up Boss.
  • List WebhooksRetrieve a list of webhooks from Follow Up Boss.

Takes action

  • Create CallAdd a call record to Follow Up Boss.
  • Create Custom FieldCreate a custom field in Follow Up Boss.
  • Create DealCreate a new deal in Follow Up Boss.
  • Create Deal Custom FieldCreate a custom field for deals in Follow Up Boss.
  • Create Email Marketing EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.
  • Create EventsSend in a lead or an event related to a lead in Follow Up Boss.
  • Create GroupCreate a new Follow Up Boss group with specified members and distribution settings.
  • Create PipelineCreate a new pipeline in Follow Up Boss.
  • Create ReactionsAdd a reaction (emoji) to a Note, Call, or ThreadedReply.
  • Create StageCreate a new stage in Follow Up Boss.
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  • Create TeamCreate a new team in Follow Up Boss.
  • Delete DealDelete a deal by its ID.
  • Delete GroupDelete a group by its ID.
  • Delete PipelineDelete a pipeline by its ID from Follow Up Boss.
  • Delete PondDelete a pond by its ID.
  • Delete StageDelete a Follow Up Boss stage by ID.
  • Delete text message templateDelete a text message template by ID.
  • Update DealUpdate an existing deal in Follow Up Boss.
  • Apply Action Plan to PersonApply an Action Plan to a person in Follow Up Boss.
  • Create AppointmentCreate a new appointment in Follow Up Boss.
  • Create appointment outcomeCreate an appointment outcome in Follow Up Boss.
  • Create Appointment TypeCreate a new appointment type in Follow Up Boss.
  • Create Email Marketing CampaignCreate an email marketing campaign in Follow Up Boss.
  • Create email templateCreate a new email template in Follow Up Boss.
  • Create PondsCreate a new pond in Follow Up Boss.
  • Create Text Message TemplateCreate a text message template in Follow Up Boss.
  • Delete AppointmentDelete an appointment by ID.
  • Delete Appointment OutcomeDelete an appointment outcome by ID.
  • Delete Appointment TypeDelete an appointment type by its ID.
  • Delete Custom FieldDelete a custom field by its ID.
  • Delete Deal Custom FieldDelete a deal custom field by ID.
  • Delete People RelationshipDelete a people relationship by ID in Follow Up Boss.
  • Delete TeamDelete a team by its ID.
  • Merge TemplateMerge an email template with person data using Follow Up Boss API.
  • Merge Text Message TemplateMerge a text message template with person data.
  • Update Action Plan People StatusUpdate the status of an Action Plan to Person relationship in Follow Up Boss.
  • Update AppointmentUpdate an existing appointment in Follow Up Boss.
  • Update appointment outcomeUpdate an existing appointment outcome in Follow Up Boss.
  • Update Appointment TypeUpdate an existing appointment type in Follow Up Boss.
  • Update CallUpdate an existing call record in Follow Up Boss.
  • Update Custom FieldsUpdate an existing custom field in Follow Up Boss by its ID.
  • Update Deal Custom FieldsUpdate an existing deal custom field in Follow Up Boss.
  • Update Email Marketing CampaignUpdate an existing email marketing campaign in Follow Up Boss.
  • Update email templateUpdate an existing email template in Follow Up Boss.
  • Update GroupUpdate an existing Follow Up Boss group with modified members and distribution settings.
  • Update People RelationshipsUpdate details of a specific people relationship in Follow Up Boss.
  • Update PipelineUpdate an existing pipeline in Follow Up Boss.
  • Update PondsUpdate an existing pond in Follow Up Boss.
  • Update StageUpdate an existing stage in Follow Up Boss.
  • Update TeamUpdate an existing team in Follow Up Boss.
  • Update Text Message TemplateUpdate an existing text message template in Follow Up Boss.

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