Follow Up Boss Integrations: The Complete 2025 Guide to Connecting FUB with Your Stack

If you run Follow Up Boss as your CRM, this guide shows what to connect, how to set it up, and when it’s smarter to bring in help. That includes key pieces of your tech stack like your website or IDX, ad platforms, email marketing, dialers, and transaction tools. This guide shows what to connect, how to set it up, and when it’s smarter to bring in help.

Prefer to hand it off? Kee Technology’s installs the Pixel, sets up five proven automations, and completes QA within a week. 

What Are Follow Up Boss Integrations?

Follow Up Boss integrations connect your CRM to the rest of your stack so data moves automatically. Website registrations, IDX inquiries, form fills, email engagement, dialer results, and deal updates can all land in the same contact record. Most teams use a mix of five options: native or partner integrations, the Follow Up Boss Pixel, email parsing, no-code automations like Zapier, and custom API or webhook builds.

Benefits of Integrating Follow Up Boss with Your Stack

Connecting Follow Up Boss to the rest of your stack directly impacts how fast you follow up, how organized your database stays, and how smoothly your business runs.

Faster Speed-to-Lead

Integrations remove the lag between a new lead signing up on your site and appearing in your CRM. Whether that lead comes from Zillow, Facebook, or an IDX form, it lands instantly in Follow Up Boss - already tagged, assigned, and ready for follow-up. That faster handoff boosts response time, improves conversion rates, and cuts down on missed opportunities.

Automated Data Entry

Stop copying and pasting contact details by hand. With integrations in place, new leads, calls, and emails automatically sync across Follow Up Boss, your website, and your marketing systems. The result: your team spends more time talking to clients and less time doing data cleanup.

Smarter Lead Prioritization

Connecting your website and email tools with Follow Up Boss shows you how people interact—what listings they view, which homes they save, and how often they visit. It helps you spot the leads who are most engaged, making it easier to reach out when they’re ready to take the next step.

Cleaner, More Reliable Data

Keep one contact record that every tool updates. Map core fields - email, phone, Stage, Source, Tag - so updates from IDX, forms, and email marketing land in the same place. You’ll cut duplicates, keep stages honest, and trust the numbers you see in Deals reporting.

Better Team Visibility & Reporting

When calls, texts, and website activity flow into Follow Up Boss automatically, you can see the work as it happens. Route new leads by Source or Price to the right agent, and build dashboards in Reporting or Looker Studio that match day-to-day activity. The result is clear ownership and decisions based on real data.

Scalable Automations for Growth

When your lead volume grows, automation picks up the busywork. It creates tasks, starts Action Plans, sends quick Slack notes for hot leads, and keeps deals moving. 

Popular Follow Up Boss Integrations (by Category)

Here are the integrations most agents and teams count on every day. These connections keep leads organized, communication flowing, and deals moving from first contact to closing.

Native or Partner Integrations

These are the official connections inside Follow Up Boss and they’re usually two-way. Open Integrations from the Admin panel, connect via OAuth or paste an API key, then map core fields like email, phone, source, and tags. 

Follow Up Boss Pixel (Website Tracking)

The Pixel is a small script that records behavior on your site. You’ll see page views, saved searches, and who’s online now. Copy your script from the Pixel in your Admin panel and place it in the header of your site. 

Email Parser / Lead Inbox

Use this when a vendor only sends email notifications. Forward those messages to your unique @followupboss.me address and FUB will create the contact. Send a test to confirm it grabs the lead’s contact information correctly.

No-Code Tools (Zapier, Integrately, etc.) Zapier connects Follow Up Boss with many of the apps you already use. It can copy new leads, post alerts, or start tasks on its own. This is the simplest way to link tools when you don’t have a built-in integration.

API & Webhooks (Advanced or Custom Setups) Use the API or webhooks when a direct or Zapier connection doesn’t exist. The API moves data in and out of Follow Up Boss, and webhooks send updates—like new leads or deal changes—to other systems in real time.

Quick Takeaways

• Need something live today. Start with native, Pixel, or email parser.

• Want flexibility without code. Use Zapier or Integrately and add error alerts.

• Require enterprise-grade reliability. Use the API and webhooks for advanced, two-way integrations, or partner with Kee Technology to have a fully managed setup built for you.

Pro Tip

Assign an owner for each connection. Keep a short change log. Set up email or Slack alerts in Zapier so you’ll know right away if an automation stops running. Refresh and replace your API keys a few times a year to keep your connections safe.

15+ Follow Up Boss Workflow Automations You Can Integrate Today

These ideas solve everyday real-estate tasks: faster follow-up, fewer clicks, cleaner data. Most can be built in Zapier or Make. If you need dependable two-way syncing, use the Follow Up Boss API.

1) Website form to Follow Up Boss with an Action Plan

When the “Buyers Guide” Jotform is submitted on your site, create the contact in Follow Up Boss and start the New Buyer – Day 1 Action Plan. Map first_name, email, phone, and set Source = Website. Add a filter so it skips contacts that already exist with the same email.

2) Facebook lead to FUB with a Slack alert

New Facebook Lead Ad submissions should open a contact in FUB and post a short alert in #sales-new-leads. Include the lead’s name, city, and the assigned agent’s initials. If the submission time is outside 8am–8pm local, queue the alert for the next morning.

3) Five-minute callback task for Google leads

For Google Lead Form entries, add the contact and create a task due in 5 minutes for the assigned agent. Task title: “Call back Google lead.” If phone is missing, assign a second task to request a number by email.

4) Re-engagement when the Pixel sees a return visit

When a known contact returns and views three listings in one session, add them to Smart List: Online Now and schedule a same-day call. Tag the contact Pixel-Revisit so your team can report on these touches later.

5) Open-house sign-ins with date tagging

When visitors sign in at an open house, have the form create new contacts in Follow Up Boss and tag them with that day’s event, such as Open House – Nov 10 2025. If no email is captured, send a quick note to the hosting agent to confirm the details before any Action Plan begins.

6) Dotloop loop for a new deal

Each time a deal is created in Follow Up Boss, start a corresponding loop in Dotloop that includes the property address, price, and assigned agent. Drop the Dotloop link back into the deal notes so it’s easy to find later. If a price is missing, pause the automation and alert the transaction coordinator to review it first.

7) Mojo call results in the contact timeline

After finishing a Mojo dialing session, push the call outcome, duration, and a short note into the contact record in Follow Up Boss. Update the stage only when the result is “Contacted” or “Appointment Set,” so the timeline always reflects what actually happened.

8) Homebot signup to tag + nurture

When someone enrolls in Homebot, add the contact (or update) and tag Homebot-Monthly. Start a light three-email plan spaced Day 0, Day 3, Day 10. Unsubscribe events should remove the tag automatically.

9) Zillow source routing with a safeguard

New portal leads from Zillow should set Source = Zillow and route to the portal team. If the zip code is outside your service area list, assign to the referrals queue instead of an agent.

10) Welcome text via Twilio

On first contact creation, send one text: “Thanks for reaching out - got your message and we’ll call shortly.” Only send if a valid phone exists and no text was sent in the past 24 hours.

11) Calendar event for new appointments

When an appointment is added in FUB, create a Google Calendar event with the lead name and address. Include the agent’s Zoom link. Move the event owner if the assigned agent changes.

12) Referral email parsing

Forward referral notifications to your @followupboss.me address. Parse name, email, phone, and set Tags = Referral. If parsing misses the phone number, drop the message into a Needs-Review Smart List.

13) Reporting feed to Sheets

Every new contact should append a row in Google Sheets with created_at, Source, and agent initials. Use this sheet to spot spikes or broken sources each Monday.

14) Stage change to task checklist

When a contact moves to Stage = Hot, create a checklist: “Confirm pre-approval,” “Set tour route,” “Send disclosure packet.” Due dates land the same day by 4:00 pm.

15) Nurture enroll on missed call

If a call is missed and no voicemail lands, apply tag Missed-Call and enroll the contact in your 48-Hour Follow-Up plan. Remove the tag once a live call is logged.

Integration Matrix - Pick the Right Method

Use this quick guide to find the integration path that fits your team. Each option balances speed, reliability, and data depth a little differently.

Need speed and lots of app connections?

Choose Zapier or Integrately. Both launch fast and link Follow Up Boss with thousands of tools. They’re best for simple, one-way automations - like alerts, task creation, or routing new leads to agents. Map basic fields such as first_name, email, and lead_source and test each flow end to end.

Need behavioral data from your website?

Use the Follow Up Boss Pixel. It records page views, saved searches, and “online now” visits, helping you spot which leads are most active. Add the script through your site’s header or your tag manager so it runs across every page, then confirm tracking inside each contact timeline.

Need reliability and two-way sync?

Connect through Native or Partner Integrations first. They offer a stable link between Follow Up Boss and your other platforms. If you outgrow them, the API and webhooks provide full, real-time control. Go to Integrations in the Admin panel, connect your vendor, and match key fields like name, phone, source, and tags. After connecting, make a few edits in either system to confirm the data syncs correctly both ways.

On a tight budget or timeline?

Begin with the Email Parser or set up a simple Zapier flow. Both options pull new leads into Follow Up Boss quickly and can be running in just a few minutes. You may need to check them from time to time to keep everything working smoothly.

Quick Scenarios

• “I just need alerts and basic routing today.” - Use Zapier

• “I want to see who’s active on my site.” - Use Pixel

• “I need clean, two-way data for reporting.” - Use Native / API

• “The vendor only emails leads.” - Use Email Parser

Bottom line: Begin with quick tools like Zapier or the Pixel to see results fast. As your system expands, move to Native or API integrations for stronger reliability and deeper data syncs.

Security, Privacy & Compliance

Every connection to Follow Up Boss carries sensitive client data, so protecting that information should be part of every setup. The steps below outline simple ways to keep your integrations secure, your records clean, and your client trust intact.

Use least-privilege access

Create API keys with only the permissions each connection needs. Avoid a single “master” key for everything. Store keys in a secrets manager and rotate them on a schedule, for example every 90 days. Remove any key that hasn’t been used since your last review.

Secure your webhooks

Send webhooks only to systems you control. Enable request signing or HMAC verification when the sender offers it. In Follow Up Boss, webhook endpoints can be managed only by owner-level users. Keep a small runbook with the endpoint URL, expected events, and how to validate a signature.

Handle personal data carefully

Send only the data needed for the integration to work (like contact info and property details). Keep personal items, such as full addresses or internal notes, within Follow Up Boss unless the vendor specifically needs them.

Keep an audit trail

Make a simple spreadsheet that lists every integration, who owns it, and what it connects to. Check it quarterly. Delete unused items, refresh keys, and confirm permissions. One shared Google Sheet is usually enough.

Corporate note

Zillow Group acquired Follow Up Boss in late 2023. The product continues to run under the Follow Up Boss brand and supports agents, teams, and brokerages nationwide. For enterprise security questions, SLAs, or roadmap details, contact your Follow Up Boss or Zillow representative.

Troubleshooting & Maintenance Checklist

Use this short list to spot and fix common issues.

Common problems and quick fixes

• Disconnected integrations - If a connection stops working, open the linked app and reconnect it to Follow Up Boss. Make sure your login or API key still works, then add a small test lead to see that data is syncing again.

• Duplicate contacts - Search by name, email, or phone before adding anyone new. If the record already exists, update it with fresh details rather than creating another.

• No Pixel activity — Verify the Pixel script loads on each page. Clear cache, revisit the site, and use a test lead to confirm events reach Follow Up Boss.

• Action Plans triggering at the wrong time - Use a “Sandbox” tag for test records. Check each trigger rule and turn off duplicates before you make changes live.

Quarterly integration audit (recommended)

Once a quarter, do a quick 30-minute check of your integrations to catch anything broken or outdated.

Start with your inventory. Keep one shared sheet that lists every integration, who manages it, and why it exists. Add a column for the date it was last reviewed.

Send a test lead through every key source to be sure contact details show up in the CRM. Push a sample lead from Facebook, Google, or your website into Follow Up Boss. Open the contact record and confirm the key details - name, email, phone, and source - all land where they should.

Check access while you’re at it. Delete old API keys you don’t use and refresh active ones every few months.

Move on to fields. Go through your integrations and clean up field mapping. Delete old custom fields and keep names consistent so reports stay accurate.

Finally, look at your alerts. Turn on error notifications in Zapier, Integrately, and webhook tools. Have them go to a shared team inbox or a Slack channel like #integrations so someone sees them fast.

That’s it. Half an hour, once a quarter, and you’ll catch most issues before they cost you leads. Kee Technologies also offers a free FUB audit if you’re not quite sure where to start.

FAQs: Follow Up Boss Integrations

Does Trello integrate with Follow Up Boss?

Yes. You can connect Trello to Follow Up Boss using Zapier. Typical triggers include new leads, stage updates, or completed tasks, which can then create or update cards on the right Trello board.

Does Homebot integrate with Follow Up Boss?

Yes. Homebot can push client activity and reports into FUB. Teams typically connect it via a native partner link or through middleware such as API Nation (Zapier works too).

Does Slack integrate with Follow Up Boss?

Yes. Use a no-code workflow (Zapier/Integrately) to post alerts in Slack when a lead is created, a stage is updated, or a task is assigned. It keeps the team in the loop in real time.

Does Follow Up Boss have IDX?

Follow Up Boss isn’t an IDX provider. Instead, connect it to your IDX website platform - many are listed in FUB’s integrated websites directory - or install the Follow Up Boss Pixel to capture site activity and behavioral data.

Does Lofty integrate with Follow Up Boss?

Lofty doesn’t offer a native, one-click connection to Follow Up Boss yet. However, you can link the two platforms using automation tools such as Zapier, Integrately, or API Nation. These let you send new Lofty leads into Follow Up Boss automatically, keeping contact details, notes, and tags consistent across both systems. It’s a straightforward way to keep information from your Lofty site and Follow Up Boss up to date automatically.

Does CallRail integrate with Follow Up Boss?

Yes. You can link CallRail to Follow Up Boss so communication from your tracked numbers appears automatically inside the CRM. Each call and text is logged under the right contact in Follow Up Boss, so your team can see every conversation in one place without having to enter it by hand.

​​Can I connect Calendly or my online scheduler to Follow Up Boss?

Calendly works with Follow Up Boss through Zapier. When a meeting is scheduled, the contact is updated and the event appears in the CRM.

How can I sync my email marketing with Follow Up Boss?

Use Zapier or middleware such as API Nation to link Mailchimp or Constant Contact with Follow Up Boss. Your lists stay current, and you can trigger nurture emails from tags or stages so marketing matches your live database.

Is Follow Up Boss owned by Zillow?

Zillow Group bought Follow Up Boss in late 2023. The platform still operates under the Follow Up Boss name and serves agents, teams, and brokerages nationwide.

Choosing to DIY or Hire Kee Technology

When it comes to setting up your Follow Up Boss integrations, you’ve got two main routes: do it yourself or have Kee Technology handle it for you. 

DIY If:

• When you only need a few simple automations in Zapier or Integrately and know how to map basic fields (name, email, and phone) you can set everything up on your own. If you’d like guidance, our free guides for solo agents and team leads are a great place to start.

• Someone on your team feels comfortable jumping in to reconnect an app or sort out a sync hiccup when it happens. 

• You’re fine looking through logs, replacing outdated API keys, or tweaking an Action Plan as your process evolves.

Best for: smaller teams or hands-on agents who like to experiment, learn fast, and keep their systems running without outside help.

Hire Kee Technology If:

• You want a fully documented, production-grade integration that uses API/webhooks with retry logic and built-in error handling.

• You need Pixel setup, partner integrations, and five or more automations built, tested, and quality-checked end to end.

• You care about security, uptime, and expert support - including SLAs and a clear blueprint of your integration stack.

Best for: growing teams, brokerages, and marketing ops that want a clean, scalable system without the trial-and-error of managing it internally.

What’s in the Kee Technology Launch Pack

A turnkey setup that gets your Follow Up Boss system running like a pro:

• Pixel install + QA

• Five automations deployed and tested:

  • Facebook/Google Lead > Follow Up Boss > Slack alert + Task

  • Website Form > Follow Up Boss + Action Plan

  • New Deal > Create Dotloop Loop

  • Homebot Signup > Tag + Launch Nurture Sequence

  • Mojo Call Outcome > Sync to Follow Up Boss

• Full integration testing, documentation, and a Quarterly Audit Template for easy maintenance.

Bottom line: If you want quick wins and don’t mind getting technical, DIY is fine.

If you want your system bulletproof, scalable, and professionally maintained, Kee Technology can build it for you - end to end.

Want this done for you? Book a free Follow Up Boss audit