Overview
The Follow Up Boss Integration funnels every call, chat and qualified lead straight into your existing Follow Up Boss pipelines. Everything happens behind the scenes so your sales team stays focused on relationships, not on updating records.
Core Benefits
- Real-Time Contact & Deal Sync
New inquiries become Follow Up Boss contacts and deals automatically—no manual steps.
- Automatic Activity Logging
Calls, messages and qualification notes log back to the right contact so your team always has full context.
- Pipeline Stage Automation
When a prospect’s status changes during an interaction, the agent advances the deal stage in Follow Up Boss.
- Task & Follow-Up Reminders
Next-step tasks and reminders generate automatically to keep leads moving through your pipeline.
- 24/7 Lead Capture
After-hours inquiries flow into Follow Up Boss so no opportunity ever slips through the cracks.
- Enterprise-Grade Security
OAuth-based authentication, field-level permissions and audit trails keep your CRM data safe and compliant.
Setup Made Easy
Our team handles every step. You grant us secure Follow Up Boss API access, and we configure field mappings, pipeline stages, task rules and workflows. No portals to learn. No code to write.
Why It Matters
Cut manual entry errors by up to 80 percent. Shrink follow-up delays from hours to seconds. Most teams recoup integration costs within days through faster response, clearer accountability and higher conversion rates.
