CRM and Sales tools
Follow Up Boss
3min
the follow up boss modules allow you to watch, create, update, list, retrieve, and delete the contacts, tasks, calls, deals, notes, and appointments in your follow up boss account to get started with follow up boss app, create an account at app followupboss com https //app followupboss com/signup/v2 for the list of available endpoints, refer to the follow up boss api documentation https //docs followupboss com/reference connect follow up boss to make to connect your follow up boss account to make, you must obtain the api key from your follow up boss account and insert it in the create a connection dialog in the {{product name}} module log in to your follow up boss account and open your dashboard click admin > more > api click show and copy the api key to your clipboard log in to your make account, add any follow up boss module to your {{scenario singular lowercase}} , and click the add button next to the connection field in the connection name field, enter a name for the connection in the api key field, enter the api key copied in step 3, and click save the connection has been established build follow up {{scenario plural}} after connecting the app, you can perform the following actions watch new contact watch tags added to a contact watch contact stage updated search contacts get a contact create a contact update a contact add tags to a contact delete a contact search tasks get a task create a task update a task delete a task apply an action plan to a contact update an action plan for a contact search calls get a call log a call watch new deal watch deal stage updated search deals get a deal create a deal update a deal delete a deal search notes get a note create a note update a note delete a note watch appointment created watch new webiste event create an inquiry or a website event make an api call