Lead Priority
A clearer view of which opportunities deserve attention first.
Follow Up Boss integration
Connect Follow Up Boss to Conversion Realtor
Add Conversion Intelligence to Follow Up Boss
Keep Follow Up Boss as your CRM. Conversion Realtor analyzes the lead activity already happening inside your database and turns it into continuously ranked opportunities, next-best-action recommendations, timing guidance, and personalized follow-up direction.
If you are not signed in, Conversion Realtor will take you through the normal account access flow before opening Connections.
What the integration does
Keep Follow Up Boss as your system of record
Conversion Realtor does not replace Follow Up Boss. Follow Up Boss continues to organize your leads and CRM history, while Conversion Realtor acts as the decision layer that interprets supported activity and helps agents decide:
- Who to work first
- What action to take next
- When to act
- What to say
- Why that recommendation makes sense
“Follow Up Boss organizes your leads. Conversion Realtor helps determine what to do next.”
Signals Conversion Realtor uses
Combine context instead of relying on one static score
Conversion Realtor can use supported lead records and activity read from Follow Up Boss, together with signals derived from that context. Availability depends on what has been logged for the lead and what the connected account makes available.
- New leads and lead source
- Lead stage and status
- Notes
- Tasks
- Logged calls
- Appointments and showing activity
- Conversation activity where available
- Replies and engagement
- Timing and recency
- Lead timeline
- Buyer or seller context
- Objections
- Financing friction
- Negative sentiment
- Decision-window signals
- Nurture activity
- Logged outcomes
These signals are evaluated together. A stage, reply, note, task, timeline, or engagement signal is useful in context—not as a standalone, permanent score.
What Conversion Realtor produces
Five outputs that turn CRM activity into a decision
Recommendations can be recomputed when relevant supported activity is received or refreshed from Follow Up Boss.
Next Best Action
The most useful next move based on the lead’s current context.
Recommended Timing
Guidance on when the next action is most likely to move the conversation forward.
Suggested Follow-Up
Conversion-focused direction for the next message, call, email, or task.
Why This Works
The signals and reasoning behind the recommendation, not just a score.
How to connect Follow Up Boss
Verify the account, name the connection, and start syncing
The production integration currently connects with a Follow Up Boss API key. Conversion Realtor verifies the key before saving the connection.
- 1Sign in to Conversion Realtor.
- 2Open Settings → Connections.
- 3Select “Connect CRM.”
- 4Choose Follow Up Boss.
- 5In Follow Up Boss, open Admin → API and copy your API key.
- 6Return to Conversion Realtor, enter the API key, and select Verify key.
- 7Review the verified Follow Up Boss account, give the connection a recognizable name, and save it.
- 8Confirm the Follow Up Boss account appears as a Connected card. Conversion Realtor can then receive supported updates and read supported CRM activity.
The key is verified and stored securely by the server. Conversion Realtor never displays the full credential after it is saved.
Multiple Follow Up Boss accounts
Where supported by the customer’s plan, separate Follow Up Boss accounts can be connected and managed independently. One customer’s connection credential is never reused for another customer or account.
Each connection shows
- • Account name
- • Provider
- • Status
- • Last activity
- • Connected date
- • Connection and automatic-update health
Available actions
- Rename
- Reconnect
- Check health
- Disconnect
Real-time activity and event handling
Conversion Realtor listens for supported new-lead and lead-update events from Follow Up Boss so the correct connected account can keep its lead intelligence current. Additional supported notes, messages, calls, and event history can be read when lead activity is refreshed.
Repeat delivery of the same supported event is handled safely at the connection level. A duplicate should not launch a second processing run, duplicate a recommendation, or create duplicate activity.
Writeback to Follow Up Boss
Where writeback is enabled for a Follow Up Boss lead, Conversion Realtor can create a task carrying the recommended action and timing, then add a note containing the supporting conversion intelligence and follow-up guidance.
Conversion Realtor does not overwrite core Follow Up Boss lead fields, stages, or statuses. Repeated identical writeback requests are suppressed to avoid duplicate notes and tasks.
How recommendations update
Conversion Realtor does not create a one-time static score. As supported lead context changes, it can recompute priority, urgency, recommended action, timing, follow-up guidance, and conversion reasoning.
- • A new reply
- • A completed showing recorded in supported activity
- • A stage change
- • A logged objection
- • A missed follow-up
- • Financing friction
- • A lead cooling off
- • A lead re-engaging
Connection health
Open Settings → Connections to use Check health, Reconnect, or Disconnect for an individual account. Connection health and automatic-update health are shown separately, so a problem appears as Needs attention rather than failing silently.
Disconnecting stops future synchronization for that connection. Existing Conversion Realtor lead history remains available and keeps its source connection label.
Security
Conversion Realtor keeps CRM connections isolated by account and only uses the authorized credential for the connected Follow Up Boss account. Credentials and secrets are not exposed in the browser, logs, public repositories, or customer-facing pages.
Your CRM remains your system of record. Conversion Realtor only uses the access required to provide its conversion intelligence features.
Frequently asked questions
Does Conversion Realtor replace Follow Up Boss?
No. Conversion Realtor works alongside Follow Up Boss as a conversion intelligence layer.
Will Conversion Realtor change my existing leads?
Conversion Realtor analyzes supported CRM data and only writes back supported information where that functionality is enabled. It does not overwrite core Follow Up Boss lead fields.
How quickly do recommendations update?
Recommendations can be recomputed as relevant CRM activity changes.
Can I connect more than one Follow Up Boss account?
Where supported by the customer’s plan, separate accounts can be connected and managed independently.
What happens if my connection stops working?
Open Settings → Connections and use Check health or Reconnect.
Can I disconnect Follow Up Boss?
Yes. Disconnecting stops future synchronization for that connection without deleting its existing lead history.
Follow Up Boss integration
Turn Follow Up Boss Activity Into Clear Next Steps
Connect Follow Up Boss to Conversion Realtor and turn the lead activity already happening inside your CRM into prioritized opportunities, next-best actions, and conversion-focused follow-up guidance.
Connect Follow Up Boss