Follow Up Boss for your voice agent
Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Follow Up Boss and paste it on a secure page in Connected apps.
- What it reads
- 53 actions, such as get Appointment, get Appointment Outcome and get Appointment Type.
- What it changes
- 59 actions, such as apply Action Plan to Person, create Appointment and create appointment outcome.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 112. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Follow Up Boss actions
Reads 53
- Get Appointment
- Get Appointment Outcome
- Get Appointment Type
- Get Call
- Get Deal
- Get Deal Custom Field
- Get Event
- Get Group
- Get Identity
- Get Me
- Get People Relationship
- Get Person
- Get Pipeline
- Get Ponds
- Get Smart List
- Get Stage
- Get Task
- Get Team
- Get Template
- Get Text Message
- Get Text Message Template
- Get User
- List Action Plans
- List Action Plans People
29 more
- List Appointment Outcomes
- List Appointments
- List Appointment Types
- List Calls
- List Custom Fields
- List Deal Custom Fields
- List Deals
- List Email Marketing Campaigns
- List Email Marketing Events
- List Events
- List Groups
- List Groups Round Robin
- List Inbox Apps
- List Notes
- List People
- List People Relationships
- List Pipelines
- List Ponds
- List Smart Lists
- List Stages
- List Tasks
- List Team Inboxes
- List Teams
- List Templates
- List Text Messages
- List Text Message Templates
- List Timeframes
- List Users
- List Webhooks
Changes 45
- Apply Action Plan to Person
- Create Appointment
- Create appointment outcome
- Create Appointment Type
- Create Call
- Create Custom Field
- Create Deal Custom Field
- Create Deal
- Create Email Marketing Campaign
- Create Email Marketing Events
- Create Events
- Create Group
- Create Note
- Create People Relationship
- Create Person
- Create Pipeline
- Create Ponds
- Create Reactions
- Create Stage
- Create Task
- Create Team
- Create email template
- Create Text Message Template
- Merge Template
21 more
- Merge Text Message Template
- Update Action Plan People Status
- Update Appointment
- Update appointment outcome
- Update Appointment Type
- Update Call
- Update Custom Fields
- Update Deal Custom Fields
- Update Deal
- Update Email Marketing Campaign
- Update Group
- Update Note
- Update People Relationships
- Update Person
- Update Pipeline
- Update Ponds
- Update Stage
- Update Task
- Update Team
- Update email template
- Update Text Message Template
Deletes 14
- Delete Appointment
- Delete Appointment Outcome
- Delete Appointment Type
- Delete Custom Field
- Delete Deal
- Delete Deal Custom Field
- Delete Group
- Delete People Relationship
- Delete Pipeline
- Delete Pond
- Delete Stage
- Delete Task
- Delete Team
- Delete text message template
Follow Up Boss setup
Pasting a Follow Up Boss API key
Create an API key in Follow Up Boss, choose Follow Up Boss in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 112 actions the agent may use. Start with lookups and add the ones that change Follow Up Boss when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
More integrations
Get started
Tell us what your callers ring about, and we build and test the agent for you.