Follow Up Boss connector for Okou
Connect Follow Up Boss to search and inspect real estate CRM people, events, deals, tasks, appointments, calls, templates, and account metadata through its REST API.
Sales & operations · API Key
Use Follow Up Boss in Okou
Follow Up Boss REST API for reading real estate CRM people, lead events, deals, tasks, appointments, calls, templates, and account metadata.
Once connected, supported Follow Up Boss actions can become steps in a reusable workflow alongside the other services your team uses. Run the workflow once, on a schedule, or when an event starts it.
What you can do with Follow Up Boss
- Read the authenticated Follow Up Boss account identity.
- Search and read lead activity events.
- Search and read Follow Up Boss users.
- List and read Smart Lists.
- List and read person custom-field definitions.
- Search and read deal pipelines.
- Read notes and their optional threaded replies or reactions.
- Read email marketing campaigns and activity.
How the Follow Up Boss connector works
A connected service becomes one permissioned step in the work you hand off.
- 1
Connect Follow Up Boss
Choose API Key.
- 2
Choose the work
Use only the supported actions your workflow needs.
- 3
Run it your way
Start it once, schedule it, or attach an event trigger.
Connect Follow Up Boss securely
Use the connection method that fits your account and grant only the access the workflow needs.
- API Key
Connector access is controlled per service and per action, so a workflow does not need broader access than the work you ask it to do.
Follow Up Boss connector questions
- What can Okou do with Follow Up Boss?
- Connect Follow Up Boss to search and inspect real estate CRM people, events, deals, tasks, appointments, calls, templates, and account metadata through its REST API. Documented actions include: Read the authenticated Follow Up Boss account identity. Search and read lead activity events.
- How do I connect Follow Up Boss to Okou?
- Connect Follow Up Boss using API Key. The connection controls which supported actions a workflow can use.
- Can Follow Up Boss run in an automated workflow?
- Yes. After it is connected, supported Follow Up Boss actions can run in reusable Okou workflows on demand, on a schedule, or from an event trigger.
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