Follow Up Boss
 | 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. |
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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 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. For subscription, refer to the Follow Up Boss pricing page.
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.
Obtain your API Key in your Follow Up Boss account
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 :
Navigate to the Admin menu.
Click on the API section.
Click the Generate button to create a new API key.
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.
Create the connection in Make
Log in in your Make account, add the Follow Up Boss module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
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 applicationConnect an application. 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.
Templates
You can look for more templates in Make's template gallery, 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