Know who needs attention first
See a prioritized action queue informed by each lead’s situation, urgency, and recent activity.
Follow Up Boss integration
AI Lead Prioritization for Follow Up Boss
Conversion Realtor is an AI lead prioritization and conversion tool that works alongside Follow Up Boss, helping agents decide which leads to work, what to say, and when to act.
Get recommended next steps and supported intelligence notes and tasks in your CRM. You review and send outreach yourself.
Connect Follow Up Boss
See how it worksYou need to be signed in to your Conversion Realtor account to connect Follow Up Boss.
Conversion intelligence
Turn lead activity into a clear next move
Your CRM holds the conversation. Conversion Realtor helps you decide how to move it forward. Using available lead details and communication history, it identifies changes in intent, timing, objections, and engagement—then recommends a next step tailored to that lead.
- 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.
From context to action
Work the next move inside either system
Review your priorities in Conversion Realtor or work from recommended tasks and intelligence notes inside Follow Up Boss.
- 1Connect an authorized Follow Up Boss account using a verified API key after signing in to Conversion Realtor.
- 2Analyze supported lead information and activity available to that connected account.
- 3Receive a ranked action plan in Conversion Realtor with reasoning, recommended next steps, and suggested messaging.
- 4Write supported intelligence notes and tasks back to Follow Up Boss where writeback is enabled.
- 5Review the recommendation and send outreach yourself. A task or intelligence note is not a sent message.
Get a specific task inside Follow Up Boss
Recommended calls, texts, and emails appear as tasks on the lead’s record, with a clear title and due date.
Find the words to move the conversation forward
A companion Conversion Realtor Insight note includes tailored messaging, the recommended action, and why it fits.
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 outreach channel and timing, then add a note called Conversion Realtor Insight with relevant context, a recommended next step, ready-to-use messaging, and why the approach fits.
Depending on the recommendation, messaging may include a suggested text, an email draft, or a call opener. Duplicate tasks and notes are suppressed when the recommendation has not materially changed.
Conversion Realtor does not overwrite core Follow Up Boss lead fields, stages, or statuses. You review and send outreach; the integration does not automatically send messages or launch drip campaigns.
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
What AI tools work with Follow Up Boss?
Conversion Realtor is one AI lead prioritization and conversion tool that works alongside Follow Up Boss through an authorized API-key connection. It adds prioritized recommendations and supported task and note writeback; it does not replace your CRM. This integration does not imply an official partnership or marketplace listing.
How does Conversion Realtor prioritize Follow Up Boss leads?
It evaluates supported lead context and logged activity together, including intent, timing, recency, objections, and available conversation history. Conversion Realtor ranks the action queue by urgency and lead situation, with reasoning and suggested messaging. Recommendations depend on the information available and the connected account’s permissions—not untracked website browsing or saved-home activity.
Does Conversion Realtor automatically send texts or emails?
No. The Follow Up Boss integration creates supported recommended tasks and intelligence notes, not sent texts or emails. Suggested text, email, or call wording is guidance for the agent to review and use. The agent sends outreach; this integration does not launch drip campaigns.
What information is written back to Follow Up Boss?
Where writeback is enabled, Conversion Realtor creates a recommended task with outreach channel and timing, plus a Conversion Realtor Insight note containing supported lead context, the recommended next step, reasoning, and suggested messaging. The standard report includes the primary recommended message; some recommendations include text, email, and call variants. These are tasks and notes, not message templates or automatically sent outreach.
Can I keep working inside Follow Up Boss?
Yes. Recommended tasks and intelligence notes appear on the lead’s record, so you can use them within your existing Follow Up Boss workflow. Conversion Realtor provides the broader prioritized view of which leads to work next.
Will it change my contacts or pipeline stages?
No. The integration does not overwrite contact profile fields, automatically change deal stages, or delete leads, notes, or tasks.
What information does it use?
Depending on your account permissions and the data available, Conversion Realtor can read lead records, notes, tasks, texts, emails, call logs, appointments, and tags to inform its recommendations.
How is my API key handled?
Your API key is stored encrypted and used by server-side services. It is not exposed in the browser. Each connected account’s credentials are kept separate.
Follow Up Boss integration
Give your Follow Up Boss leads a clear next step
Turn the context already in your CRM into prioritized actions and more relevant conversations.
Connect Follow Up Boss
You need to be signed in to your Conversion Realtor account to connect Follow Up Boss.