Follow Up Boss Help & Support
What Follow Up Boss Triggers and Actions are Supported?
- New Tag Added to Contact - Triggers when a tag is added to a contact for the first time.
- New Contact - Fires when a new contact is created in Follow Up Boss.
- New Inquiry or Website Event - Notify Follow Up Boss when a new inquiry is received or an event on your website happens. For example, someone inquiries about a property, views or saves property as a favorite, an IDX registration or contact form. This will trigger action plans if a new lead is created from the event.
- Create or Update Contact Without Triggering Action Plans - Creates a new contact in Follow Up Boss or updates an existing one. IMPORTANT: This will not trigger action plans!
How to Get Started with Follow Up Boss
About the Follow Up Boss Integration#
- Admin/owner permissions: Connected account must use the API key for an admin user, and not an agent user
- Paid/versioned account: The integration is available on all Follow Up Boss plans
- Authentication method: Basic Auth
- Custom field support: No
- Partner’s Documentation https://help.followupboss.com/hc/en-us/articles/360014292893-Zapier
When you start creating a Follow Up Boss Zap, you will be asked to connect your Follow Up Boss account.
Next, you'll be asked for your Follow Up Boss API Key.
To find your API Key, you'll first want to log into your account and head to "Admin", followed by "API".
Once you've entered your API Key and clicked continue, we'll test your account to make sure the connection works. If it does, you're all set!
Popular Things To Do With Follow Up Boss
Common Problems with Follow Up Boss
Error: Requested resource was not found#
Make sure you're using the API key for an admin user in FUB, not an agent user. To fix this, you'll want to reconnect your account. You can do that by going to the connected accounts page and clicking the reconnect button, then entering your admin user API key.
Error: We could not find the tag#
When setting up a Zap using the "New Tag Added to Contact" trigger, make sure you add the tag to an existing contact in Follow Up Boss right before you test the trigger step.
Need More Help? - Our support team is happy to help -- send us a message