--- title: Follow Up Boss slug: follow-up-boss description: How to integrate Follow Up Boss with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_follow-up-boss.png docTags: createdAt: 2025-02-03T13:28:36.234Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/follow-up-boss.png" alt="Follow Up Boss logo" caption size="50" width="512" height="512"} | Follow Up Boss is a real estate CRM that helps teams manage leads, automate follow-ups, and track communication. Integrating with Make.com lets users automate lead assignment, sync contacts, and trigger workflows based on new inquiries or communication updates. | | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} This is AI-generated content based on official Follow Up Boss documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact [Follow Up Boss](https://docs.followupboss.com/reference) directly. ::: # Requirements To use the Follow Up Boss app in Make, you must have an active Follow Up Boss account and register your system to obtain API access, [create your account on Follow Up Boss](https://www.followupboss.com/). For subscription, refer to the [Follow Up Boss pricing page](https://www.followupboss.com/). # Connect Follow Up Boss and Make To get started, you must first create a connection between Follow Up Boss and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your API Key in your Follow Up Boss account** ::: :::WorkflowBlockItem **Create the connection in Make.** ::: :::: ## Obtain your API Key in your Follow Up Boss account Before you create the connection in Make, you should first obtain your **API Key** in your Follow Up Boss account. To obtain your **API Key **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Admin** menu. ::: :::WorkflowBlockItem Click on the** API** section. ::: :::WorkflowBlockItem Click the** Generate** button to create a new** API** key. ::: :::WorkflowBlockItem Copy the** API** key displayed on screen. ::: :::: You will use this value while creating a connection in Make. Because the UI might have changed, the steps you see on your screen might be different, [check the vendor documentation for updates.](https://docs.followupboss.com/docs/start-here-brand-new-integration) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Follow Up Boss module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem Enter the **authentication credentials** you copied from your Follow Up Boss account or follow the on-screen instructions to create the connection. ::: ::::: For detailed information on connecting an application, see **[Connect an application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Follow Up Boss modules After connecting to the Follow Up Boss app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Add Tags to a Contact Assigns one or more tags to a specified contact. ::: :::ExpandableHeading ### Apply an Action Plan to a Contact Executes a specified action plan for a chosen contact. ::: :::ExpandableHeading ### Create a Contact Adds a new contact to your address book or contact list. ::: :::ExpandableHeading ### Create a Deal Creates a new sales deal record in your account. ::: :::ExpandableHeading ### Create a Note Adds a new note to a specific contact's record. ::: :::ExpandableHeading ### Create a Task Creates a new task assigned to a specific contact. ::: :::ExpandableHeading ### Create an Inquiry or a Website Event Submits a new lead or records an event associated with an existing lead. ::: :::ExpandableHeading ### Delete a Contact Deletes a specific contact from your account using the provided contact ID. ::: :::ExpandableHeading ### Delete a Deal Deletes a specific deal identified by its unique ID. ::: :::ExpandableHeading ### Delete a Note Deletes a specific note identified by its unique ID. ::: :::ExpandableHeading ### Delete a Task Deletes a specific task identified by its unique ID. ::: :::ExpandableHeading ### Get a Call Retrieves detailed information about a specific call using its unique ID. ::: :::ExpandableHeading ### Get a Contact Retrieves the details of a specific contact using their unique ID. ::: :::ExpandableHeading ### Get a Deal Fetches comprehensive information about a specific deal using its unique ID. ::: :::ExpandableHeading ### Get a Note Fetches and displays the full details of a specific note using its unique ID. ::: :::ExpandableHeading ### Get a Task Retrieves detailed information about a specific task using its unique ID. ::: :::ExpandableHeading ### Log a Call Creates a record of a phone call made to a specific contact. ::: :::ExpandableHeading ### Make an API Call Executes a custom API request to interact with the connected service. ::: :::ExpandableHeading ### Search Calls Searches for phone call records based on specified criteria. ::: :::ExpandableHeading ### Search Contacts Searches for contacts based on specified criteria. ::: :::ExpandableHeading ### Search Deals Searches for available deals based on specified criteria. ::: :::ExpandableHeading ### Search Notes Searches for notes based on specified criteria. ::: :::ExpandableHeading ### Search Tasks Searches for tasks based on specified criteria. ::: :::ExpandableHeading ### Update a Contact Updates the details of a specific client identified by their unique ID. ::: :::ExpandableHeading ### Update a Deal Updates the details of a specific deal identified by its unique ID. ::: :::ExpandableHeading ### Update a Note Updates the content or details of a specific note identified by its unique ID. ::: :::ExpandableHeading ### Update a Task Updates the details of a specific task identified by its unique ID. ::: :::ExpandableHeading ### Update an Action Plan for a Contact Enables you to pause or resume an action plan assigned to a particular contact. ::: :::ExpandableHeading ### Watch Appointment Created Triggers when a new appointment is scheduled in your calendar. ::: :::ExpandableHeading ### Watch Contact Stage Updated Triggers when the stage of a contact is changed or updated in your system. ::: :::ExpandableHeading ### Watch Deal Stage Updated Triggers when the stage of an existing deal is changed to a different stage. ::: :::ExpandableHeading ### Watch New Contact Triggers when a new contact is added to your account. ::: :::ExpandableHeading ### Watch New Deal Triggers when a new deal is added to your account. ::: :::ExpandableHeading ### Watch New Website Event Triggers when a user takes a specific action, such as registering or submitting a form, on your IDX real estate website. ::: :::ExpandableHeading ### Watch Tags Added to a Contact Triggers when new tags are assigned to a contact. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), where you'll find thousands of pre-created scenarios. # Follow Up Boss resources You can have access to more resources related to this app on the following links - [Follow Up Boss topics on Make community](https://community.make.com/search?q=Follow%20Up%20Boss) - [Follow Up Boss website](https://www.followupboss.com/) - [Follow Up Boss API documentation](https://docs.followupboss.com/reference) - [Follow Up Boss page on make](https://www.make.com/en/integrations/follow-up-boss) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::