Follow Up Boss

Follow Up Boss + Konnectify

Follow Up Boss Integration with Konnectify

Connect Follow Up Boss (a real estate CRM) to Konnectify to automate contact and deal updates, activity logging, and calendar/task workflows across your CRM stack.

People Deals Tasks Notes Appointments Calls Text Messages Emails Events Stages Users 27 Triggers 28 Actions

ON THIS PAGE

→ What is Follow Up Boss? → API & authentication → How to connect → Triggers (27) → Actions (28) → Popular automations → FAQ

What is Follow Up Boss?

Follow Up Boss is a real estate CRM designed to help teams manage people (contacts), deals, and day-to-day activities like calls, texts, notes, appointments, and tasks. Connecting Follow Up Boss to Konnectify lets you synchronize updates with other systems, log engagement automatically, and keep your pipeline and follow-up process consistent across tools.

This integration is ideal for CRM-focused automations such as routing new leads, mirroring deal changes to downstream tools, and capturing communication activity for reporting and accountability.

NEW TO FOLLOW UP BOSS?

Set up your CRM workspace first

Create your Follow Up Boss account and ensure you have API access before connecting to Konnectify.

Visit Follow Up Boss

NEW TO KONNECTIFY?

Build workflows in minutes

Use Konnectify to connect Follow Up Boss with your other apps using triggers, actions, and no-code logic.

Create a Konnectify account

What you can automate

• Sync new/updated people (contacts) to other systems

• Create and update deals when pipeline events occur

• Log calls, texts, and emails as activities automatically

• Create notes based on inbound interactions or form submissions

• Manage tasks and appointments to enforce consistent follow-up

• Track stage changes and events for reporting and downstream updates

API & authentication

Authentication: API credentials (API Key + System headers)

This connector uses credential-based authentication. You’ll provide: API Key, X System Key, and X System Name. Konnectify stores these securely to sign requests to the Follow Up Boss API.

What the integration can do

Listen to real-time webhook events for People, Deals, Tasks, Notes, Appointments, Calls, Texts, Emails, Events, and Stages
Create, find, update, and delete CRM records like people, deals, tasks, notes, and appointments
Log engagement activities (calls and text messages) to keep timelines complete
Look up system users for ownership/routing logic

Important: API access, permissions, and rate limits

API availability may depend on your Follow Up Boss plan and role permissions.
If your account enforces API rate limits, Konnectify will automatically retry some transient failures, but you should design workflows to avoid excessive bursts.
For webhook triggers, ensure your Follow Up Boss account can create and deliver webhook notifications.

API reference: Follow Up Boss API documentation

How to connect Follow Up Boss to Konnectify

Prerequisites

A Follow Up Boss account with API access enabled
Your API Key, X System Key, and X System Name
A Konnectify workspace with permission to create/edit workflows

Add Follow Up Boss to a Workflow

Create a new Workflow in Konnectify (or open an existing one).
Click Add step and select Follow Up Boss.

Authorize using API credentials

When prompted, enter your API Key.
Enter your registered X System Key and X System Name.
Save the connection and give it a recognizable name (e.g., “FUB – Team Account”).

Configure the Trigger or Action

Select a Trigger (webhook) such as New People or Deals Updated, or pick an Action like Create People.
Map fields from previous steps into Follow Up Boss fields.
For “Find” actions, provide the required IDs/criteria so Konnectify can retrieve the correct record.

Mapping tip Be careful when mapping identifiers (like Person ID, Deal ID, Task ID). Using the wrong ID source can cause “not found” errors or update the wrong record.

Test the Workflow

Run a test event (e.g., create a new person or update a deal in Follow Up Boss).
Verify the step output and confirm the action performed the expected change.

Activate the Workflow

Turn the Workflow on.
Monitor the first few runs to ensure data is flowing correctly.

Triggers 27

Follow Up Boss triggers use webhooks (near real-time). Each event below can start a Konnectify workflow as soon as it happens in Follow Up Boss.

People 3 triggers

New People

Receives a notification whenever a new person is created in Follow Up Boss.

Updated People

Receives a notification whenever a person is updated in Follow Up Boss.

People Deleted

Receives a notification whenever a person is deleted in Follow Up Boss.

Notes 2 triggers

Notes Created

Receives a notification whenever a new note is created.

Notes Updated

Receives a notification whenever a note is updated.

Tasks 3 triggers

Tasks Created

Receives a notification whenever a new task is created.

Tasks Updated

Receives a notification whenever a task is updated.

Tasks Deleted

Receives a notification whenever a task is deleted.

Appointments 3 triggers

Appointments Created

Receives a notification whenever a new appointment is created.

Appointments Updated

Receives a notification whenever an appointment is updated.

Appointments Deleted

Receives a notification whenever an appointment is deleted.

Messages 8 triggers

Text Messages Created

Receives a notification whenever a new text message is created.

Text Messages Updated

Receives a notification whenever a text message is updated.

Text Messages Deleted

Receives a notification whenever a text message is deleted.

Calls Created

Receives a notification whenever a new call log is created.

Calls Updated

Receives a notification whenever a call log is updated.

Emails Created

Receives a notification whenever a new email is created.

Emails Updated

Receives a notification whenever an email is updated.

Emails Deleted

Receives a notification whenever an email is deleted.

Deals 3 triggers

Deals Created

Receives a notification whenever a new deal is created.

Deals Updated

Receives a notification whenever a deal is updated.

Deals Deleted

Receives a notification whenever a deal is deleted.

Events & Stages 5 triggers

Events Created

Receives a notification whenever a new event is created.

Stage Created

Receives a notification whenever a new stage is created.

Stage Updated

Receives a notification whenever a stage is updated.

Stage Deleted

Receives a notification whenever a stage is deleted.

Actions 28

Use actions to create, find, update, and delete Follow Up Boss records—plus log communication activity—directly from a Konnectify workflow.

People & Users 5 actions

Create People

Creates a new person (contact) in Follow Up Boss.

Update People

Updates an existing person (contact) in Follow Up Boss.

Find People

Finds a person based on specific criteria.

Delete People

Permanently deletes a person from Follow Up Boss.

Find User

Finds a user based on their ID.

Deals 4 actions

Create Deal

Creates a new deal in Follow Up Boss.

Update Deal

Updates an existing deal in Follow Up Boss.

Find Deal

Finds a deal based on its ID.

Delete Deal

Permanently deletes a deal from Follow Up Boss.

Tasks 4 actions

Create Task

Creates a new task in Follow Up Boss.

Update Task

Updates an existing task in Follow Up Boss.

Find Task

Finds a task based on its ID.

Delete Task

Permanently deletes a task from Follow Up Boss.

Notes 4 actions

Create Note

Creates a new note for a person in Follow Up Boss.

Update Note

Updates an existing note in Follow Up Boss.

Find Note

Finds a note based on its ID.

Delete Note

Permanently deletes a note from Follow Up Boss.

Appointments 4 actions

Create Appointment

Creates a new appointment in Follow Up Boss.

Update Appointment

Updates an existing appointment in Follow Up Boss.

Find Appointment

Finds an appointment based on its ID.

Delete Appointment

Permanently deletes an appointment from Follow Up Boss.

Messages 4 actions

Add Call

Logs a new call (incoming or outgoing) in Follow Up Boss.

Find Call

Finds a call log based on its ID.

Create Text Message

Logs a new text message (incoming or outgoing) in Follow Up Boss.

Find Text Message

Finds a text message based on its ID.

Events 2 actions

Create Event

Creates a new event (with person, property, and campaign data) in Follow Up Boss.

Find Event

Finds an event based on its ID.

Popular automations

Examples of common Follow Up Boss workflows you can build with Konnectify using the triggers and actions above.

Enrich and standardize new contacts

When a person is created, automatically add an internal note (e.g., lead source, qualification summary, routing decision).

New People → Create Note

Auto-create follow-up tasks on deal changes

When a deal is updated, create a task for the assigned agent to follow up (e.g., call within 24 hours after a stage or price change).

Deals Updated → Create Task

Log SMS context as a note for visibility

When a text message is created, add a note to the person record so your whole team can see the context in one place.

Text Messages Created → Create Note

Turn key events into scheduled appointments

When an event is created, automatically create an appointment and (optionally) keep it updated when details change downstream.

Events Created → Create Appointment

FAQ

How does authentication work for Follow Up Boss in Konnectify?

The connector uses credential-based auth. You provide an API Key plus the required X System Key and X System Name headers. Konnectify securely stores these to authenticate API calls on your behalf.

Which Follow Up Boss plans are supported?

Any plan that includes API access and webhook/event delivery can be connected. If you’re unsure, check your Follow Up Boss account settings or confirm with your admin whether API keys and webhook integrations are enabled.

Are triggers real-time or polling?

All triggers in this integration are webhook-based. Follow Up Boss notifies Konnectify when events happen (like People Created or Deals Updated), so workflows start quickly without periodic polling delays.

How do I prevent duplicates when creating people or deals?

This connector does not include a dedicated “upsert” action. To reduce duplicates, use a Find People or Find Deal step first, then conditionally run Create only when no matching record is found; otherwise run Update.

What happens if Follow Up Boss rate-limits my requests?

If the API responds with throttling (for example, HTTP 429), Konnectify may retry based on platform retry policies. For high-volume workflows, consider adding filtering, batching where possible in upstream steps, or staggering workflow runs to keep request rates steady.

Can I connect multiple Follow Up Boss accounts?

Yes. Create separate Konnectify connections (each with its own API Key and X System credentials). Then choose the appropriate connection per workflow or per step depending on your routing needs.

Do deleted records trigger automations, and can I restore them?

Yes—this integration includes webhook triggers for deletions (e.g., People Deleted, Deals Deleted, Tasks Deleted). The available actions include permanent deletes for several objects, but they do not provide a “restore” operation. If you need recovery, consider archiving data to a secondary system before deleting.

Ready to automate your Follow Up Boss workflows?

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