- 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 Documentationhttps://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!