Follow Up Boss Integration — Automate Follow Up Boss with AI on Beauto

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

Category: crm · 99 actions available

What you can automate with Follow Up Boss

Beauto connects Follow Up Boss with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Follow Up Boss events, enrich Follow Up Boss data with AI, or sync Follow Up Boss with the rest of your stack — without writing code.

  • Sync Follow Up Boss data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
  • Trigger AI agents on new Follow Up Boss events and route the output anywhere
  • Schedule recurring Follow Up Boss tasks — daily reports, cleanups, or bulk updates
  • Use natural language to describe the workflow; Beauto builds it for you

Follow Up Boss actions Beauto supports

  • Apply Action Plan to Person — Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
  • Create Appointment — Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
  • Create appointment outcome — Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
  • Create Appointment Type — Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
  • Create Call — Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
  • Create Custom Field — Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
  • Create Deal Custom Field — Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
  • Create Deal — Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
  • Create Email Marketing Campaign — Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
  • Create Email Marketing Events — Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
  • Create Events — Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
  • Create Group — Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
  • Create Pipeline — Tool to create a new pipeline in Follow Up Boss. Use when you need to set up a new pipeline for tracking deals with customizable stages. Only the owner has access to create and modify pipelines.
  • Create Ponds — Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.
  • Create Reactions — Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.
  • Create Stage — Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.
  • Create Team — Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.
  • Create email template — Tool to create a new email template in Follow Up Boss. Use when you need to create a reusable email template with a name, subject, and HTML body.
  • Create Text Message Template — Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.
  • Delete Appointment — Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.
  • Delete Appointment Outcome — Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.
  • Delete Appointment Type — Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.
  • Delete Custom Field — Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.
  • Delete Deal — Tool to delete a deal by its ID. Use when you need to permanently remove a deal from Follow Up Boss.
  • Delete Deal Custom Field — Tool to delete a deal custom field by ID. Use when you need to permanently remove a custom field configuration from deals. Only the account owner can delete deal custom fields.
  • Delete Group — Tool to delete a group by its ID. Use when you need to permanently remove a group from Follow Up Boss.
  • Delete People Relationship — Tool to delete a people relationship by ID in Follow Up Boss. Use when you need to remove a relationship between contacts.
  • Delete Pipeline — Tool to delete a pipeline by its ID from Follow Up Boss. Use when you need to permanently remove a pipeline from the system. The deletion is irreversible and will remove the pipeline and all associated data.
  • Delete Pond — Tool to delete a pond by its ID. Use when removing a pond and reassigning its contacts to another agent.
  • Delete Stage — Tool to delete a Follow Up Boss stage by ID. Use when you need to remove a stage and reassign action plans to another stage.
  • Delete Team — Tool to delete a team by its ID. Use when you need to remove a team from Follow Up Boss. Optionally merge team members to another team before deletion.
  • Delete text message template — Tool to delete a text message template by ID. Use when you need to remove a text message template. Note: If the template is in use by an Action Plan, you will get a 403 Forbidden response. Use GET /textMessageTemplates/:
  • Get Appointment — Tool to retrieve an appointment by its ID. Use when you need to fetch details of a specific appointment.
  • Get Appointment Outcome — Tool to retrieve an appointment outcome by ID. Use when you need to fetch details about a specific appointment outcome from Follow Up Boss.
  • Get Appointment Type — Tool to retrieve an appointment type by ID. Use when you need to fetch details about a specific appointment type from Follow Up Boss.
  • Get Call — Tool to retrieve a call by its ID from Follow Up Boss. Use when you need to fetch details about a specific call record.
  • Get Deal — Tool to retrieve a deal by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal.
  • Get Deal Custom Field — Tool to retrieve a deal custom field by its ID from Follow Up Boss. Use when you need to fetch details about a specific deal custom field configuration.
  • Get Event — Tool to retrieve a single event by its ID from Follow Up Boss. Use when you need to fetch details about a specific event record.
  • Get Group — Tool to retrieve a group by its ID from Follow Up Boss. Use when you need to fetch details about a specific group.

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