Follow Up Boss

Overview

The Follow Up Boss integration connects your AI agent to your real estate CRM. Leads captured through chat are automatically created in Follow Up Boss, and returning visitors can be looked up to provide personalized service.

Perfect for real estate agents and teams who use Follow Up Boss as their primary CRM and want seamless lead flow from their website chatbot.

Available Actions

Prerequisites

Before setting up the Follow Up Boss integration, you'll need:

• A Follow Up Boss account
• Admin access to generate API credentials
• Your Follow Up Boss subdomain

Setup Instructions

Step 1: Get Your API Key

1. Log in to your Follow Up Boss account
2. Go to Admin → API
3. Click Create API Key if you don't have one
4. Copy your API Key

Step 2: Find Your Subdomain

Your subdomain is the part before .followupboss.com in your Follow Up Boss URL. For example, if you access Follow Up Boss athttps://myteam.followupboss.com, your subdomain is myteam.

Step 3: Enable in ChatSpark

1. In ChatSpark, go to AI Actions
2. Find Follow Up Boss in the Library and click Enable
3. Select the chatbot(s) that should have access
4. Enter your API Key and Subdomain
5. Click Save

Configuration Fields

Lead Capture

When the AI creates a lead in Follow Up Boss, it includes:

• Contact info — Name, email, phone number
• Source — Marked as coming from ChatSpark
• Notes — Conversation summary and any specific interests
• Tags — Can be configured to automatically tag leads

Leads appear in Follow Up Boss immediately and can be assigned to agents based on your routing rules.

Testing Your Integration

After setup, test the integration:

1. Open your chatbot widget
2. Have a conversation and provide contact details
3. Check Follow Up Boss for the new lead

You can also test the lookup by asking about an existing contact:

• “Look up the contact for john@example.com”

Troubleshooting

Leads not appearing

Check that:

• Your API key is correct and has write permissions
• The subdomain matches your Follow Up Boss account
• The lead email isn't already in Follow Up Boss (may update existing)

Invalid API key

Generate a new API key in Follow Up Boss if your current one isn't working. Ensure you're copying the full key.

Subdomain not found

Double-check your subdomain. It should be just the subdomain portion, not the full URL.