Follow Up Boss CRM 🏠

Query and manage your Follow Up Boss real estate CRM — contacts, notes, tasks, deals.

Setup

API key from app.followupboss.com → Admin → API. Configure via gateway.

What Users Ask

• "Look up [client name] in Follow Up Boss"
• "What notes do we have on [person]?"
• "Add a note to [person]'s record"
• "What tasks are due today?"
• "Show me our active deals"
• "Who are our recent leads?"

Capabilities

• Search contacts by name, email, phone, stage, source, or tags
• View full contact details including activity history
• Read and create notes on contacts
• List and create tasks
• View deals and pipeline stages
• List team members and their assignments

Response Data

• people — Contact records with name, stage, source, phones, emails, tags
• notes — Notes attached to contacts with subject and body
• tasks — Tasks with assignee, due date, and completion status
• deals — Deals with pipeline stage, price, and assigned agents
• stages — Pipeline stages for deal tracking
• users — Team members with roles and contact info

Notes

• Rate limit: 250 requests per 10-second window (global)
• Notes endpoint limited to 10 requests per 10-second window
• PUT /people limited to 25 per 10-second window
• API key inherits the user's permission level (Owner, Admin, Agent, Lender)