Follow Up Boss + Konnectify

Learn how to integrate and use Follow Up Boss with Konnectify to automate lead management, communication tracking, task handling, and deal workflows across your tools.

What is Follow Up Boss?

Follow Up Boss is a real estate CRM platform designed to help agents and teams manage leads, track communications, automate follow-ups, and close more deals. It centralizes contacts, calls, texts, emails, tasks, appointments, and deals into a single streamlined system.

With powerful automation and reporting capabilities, Follow Up Boss helps real estate professionals stay organized and responsive throughout the sales lifecycle.

Why integrate Follow Up Boss via Konnectify?

By integrating Follow Up Boss with Konnectify, you can automate lead and communication workflows without writing code.

Konnectify enables Follow Up Boss to connect with your marketing tools, forms, telephony systems, transaction platforms, and internal business apps so that contact updates, task changes, messages, and deal activities flow automatically between systems.

This ensures faster response times, reduced manual work, and improved data consistency across platforms.

What You Can Do with Follow Up Boss in Konnectify?

When Follow Up Boss is connected to Konnectify, you can build powerful automations such as:

• Automatically create people (contacts) from form submissions, ad campaigns, or external CRMs
• Update people records when data changes in other systems
• Log calls, texts, notes, and emails automatically
• Create and manage tasks based on workflow events
• Create, update, or delete deals programmatically
• Sync appointments between calendar systems
• Trigger notifications when leads, deals, or activities are created or updated
• Maintain consistent contact and deal data across all connected platforms

These automations help improve follow-up speed, reduce manual data entry, and streamline real estate operations.

Konnectify uses the Follow Up Boss API to securely interact with your Follow Up Boss account. The API allows external platforms to create, retrieve, update, and manage people, tasks, calls, notes, deals, appointments, and communications programmatically.

• Create, update, and delete people (contacts)
• Manage tasks and appointments
• Log calls, texts, notes, and emails
• Create and manage deals
• Retrieve activity history and communication logs
• Access pipeline stages and event information

• API Key (recommended)

You can generate your API key from your Follow Up Boss account settings and use it while creating the connection in Konnectify.

• API access depends on your Follow Up Boss subscription plan
• Required fields must be provided when creating records (such as name or email for people)
• Rate limits may apply
• Certain actions require appropriate user permissions
• IDs must be valid when performing update, find, or delete operations

For detailed API references, request/response parameters, and examples, refer to the official Follow Up Boss API documentation.

Before creating the workflow, ensure you have:

• A valid Follow Up Boss account
• Your Follow Up Boss API Key
• Access to the Konnectify platform
• Required admin or API permissions in Follow Up Boss
• Permission to create/manage connections in Konnectify

Step 1: Connect Follow Up Boss in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Follow Up Boss
4. Enter:
   • Connection Name
     Enter a unique name for your connection.
     Example: my follow up boss connection
     (This name is for reference only and helps distinguish between multiple Follow Up Boss connections within Konnectify.)
   • API Key
     Enter your Follow Up Boss API Key exactly as generated from your Follow Up Boss account settings.
   • X System Key
     Enter your registered X System Key provided by Follow Up Boss for API authentication.
   • X System Name
     Enter your registered X System Name exactly as configured in your Follow Up Boss developer settings.
5. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Webhook, Google Forms, CRM, or Follow Up Boss)
3. Select the required trigger event (for example: New People, Tasks Created, Deals Updated, etc.)
4. Choose the Follow Up Boss connection you created and click Continue

Step 3: Add and Configure Follow Up Boss Action

1. Click Action
2. Select Follow Up Boss
3. Choose an action (for example: Create People, Create Task, Create Deal, etc.)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Person Name / Email (for People actions)
   • Deal Name / Stage (for Deal actions)
   • Task Title / Due Date (for Task actions)
   • Call or Message details (for communication actions)

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from Follow Up Boss

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in Follow Up Boss

Automatically Create New Leads from Forms

Trigger: Form submission / Webhook / External CRM • Action: Create People

Use case: Automatically create a new person in Follow Up Boss whenever a lead submits a website form or responds to an ad campaign.

• Eliminates manual data entry
• Ensures instant lead capture
• Improves response time

Log Calls and Messages Automatically

Trigger: Call system or messaging platform event • Action: Add Call / Create Text Message

Use case: Automatically log inbound and outbound communications inside Follow Up Boss.

• Maintains complete communication history
• Improves team visibility
• Reduces manual logging effort

Create Tasks When a New Deal Is Created

Trigger: Deals Created • Action: Create Task

Use case: Automatically assign follow-up tasks when a new deal is added to the pipeline.

• Ensures no follow-up is missed
• Improves deal progression
• Enhances accountability

Sync Appointments with Calendar Tools

Trigger: Appointments Created or Updated • Action: Create or Update Appointment

Use case: Keep Follow Up Boss appointments synced with external calendar systems.

• Avoids scheduling conflicts
• Improves calendar accuracy
• Keeps teams aligned

Automatically Update Deal Stages

Trigger: External workflow event • Action: Update Deal

Use case: Automatically move deals to the next stage when conditions are met in another system.

• Maintains accurate pipeline tracking
• Reduces manual stage updates
• Improves reporting accuracy

Delete or Clean Up Old Records Automatically

Trigger: Workflow condition • Action: Delete People / Delete Task / Delete Deal

Use case: Automatically clean up outdated or invalid records.

• Keeps CRM data clean
• Reduces clutter
• Improves overall data quality

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