Follow Up Boss
Connect your customer-facing AI Agent and your internal ChatSpark CoPilot to Follow Up Boss CRM. Capture leads automatically from chat and give your team live pipeline access from the browser sidebar.
7 min read
Updated February 2026
Overview
The Follow Up Boss integration gives you two layers of value. Your customer-facing AI Agent captures leads through chat and creates them in Follow Up Boss with full conversation context. Your internal ChatSpark CoPilot agent lets your team query the pipeline, search contacts, log notes, and manage tasks without leaving the browser.
Customer-Facing Actions
These actions run on your website, Instagram, Messenger, and other channels where visitors interact with your AI Agent.
| Action | Description |
|---|---|
| Create Lead | Capture visitor contact info and create a lead in Follow Up Boss via the Events API with source attribution, conversation context, and property interest |
| Get Person | Look up a returning visitor by email to personalize the conversation based on their stage, tags, and history |
CoPilot Actions (Internal Use)
These actions are designed for your team using ChatSpark CoPilot in the browser sidebar. They connect directly to your Follow Up Boss data so agents can query, update, and manage contacts without switching tabs.
| Action | Description | Example Prompt |
|---|---|---|
| Search Contacts | Find contacts by name, email, phone, or tag | “Find Sarah Mitchell in FUB” |
| Get Contact Details | Pull full profile with stage, notes, tasks, and activity | “What's the status on the Johnson file?” |
| Get Pipeline | List contacts by stage or assigned agent | “Show me all my Hot leads” |
| Update Contact Stage | Move a contact to a new pipeline stage | “Move ACME Corp to Active Client” |
| Add Note | Log a text note on a contact record | “Log a note on Sarah: called twice, voicemail” |
| Create Task | Schedule a follow-up task for a contact | “Create a follow-up for the Andersons Friday” |
| Get Tasks | View upcoming or overdue tasks | “What follow-ups do I have today?” |
Prerequisites
Before setting up the Follow Up Boss integration, you'll need:
- A Follow Up Boss account
- Admin access to generate API credentials
Setup Instructions
Step 1: Get Your API Key
- Log in to your Follow Up Boss account
- Go to Admin → API
- Click Create API Key if you don't have one
- Copy your API Key
Step 2: Enable in ChatSpark
- In ChatSpark, go to AI Actions
- Find Follow Up Boss in the Library and click Enable
- Select the AI Agent(s) that should have access
- Enter your API Key
- Click Save
Configuration Fields
| Field | Description | Example |
|---|---|---|
| API Key | Your Follow Up Boss API key | fub_xxxxx... |
Lead Capture Details
When the AI creates a lead in Follow Up Boss, it includes:
- Contact info: Name, email, phone number
- Source: Marked as coming from ChatSpark with channel attribution
- Notes: Full conversation summary and specific interests
- Property data: MLS numbers and listing details when available
Leads appear in Follow Up Boss immediately and are assigned via your existing Lead Flow rules and action plans.
Testing Your Integration
Customer-Facing
- Open your chatbot widget
- Have a conversation and provide contact details
- Check Follow Up Boss for the new lead
CoPilot
- Open ChatSpark CoPilot in your browser sidebar
- Ask “Show me all my Hot leads”
- Verify the results match your Follow Up Boss pipeline
Troubleshooting
Leads not appearing
- Check that your API key is correct and has write permissions
- The lead email may already exist in Follow Up Boss (events update existing records)
CoPilot returns empty results
- Verify the API key has read access to contacts, notes, and tasks
- Check that the stage names in your prompts match your Follow Up Boss stages exactly
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.