How to Use the Follow Up Boss Integration
Note: This integration is currently being rolled out and may not be visible to all teams yet. If you don't see it in your Integrations page, contact your account owner or the BrokerBot support team to inquire about availability.
BrokerBot integrates with Follow Up Boss (FUB), one of the most popular CRMs in real estate. Manage your contacts, tasks, and notes without leaving BrokerBot.
Connecting Follow Up Boss
Go to Settings → Integrations.
Find Follow Up Boss and click Connect.
Authorize the connection with your Follow Up Boss credentials.
Note: Follow Up Boss integration availability may depend on your team's feature configuration.
What You Can Do
Search contacts — Find people in your Follow Up Boss CRM.
View contact details — Pull up full contact records.
Create contacts — Add new contacts to Follow Up Boss from chat.
Update contacts — Edit contact information and tags.
View and create notes — Read existing notes or add new ones to contacts.
Manage tasks — View, create, and manage tasks in Follow Up Boss.
Example Prompts
"Find Lisa Chen in Follow Up Boss."
"Add a new contact: Tom Rodriguez, [email protected]."
"Create a follow-up task for next Tuesday for Lisa Chen."
"Add a note to Tom's contact: Met at open house, interested in 3-bed homes in Scottsdale."
Questions? Reach out to [email protected].