Follow Up Boss connector icon

Follow Up Boss Integrations

The leading real estate CRM for high-growth businesses. Get all your leads in one place & take control of your follow up so you can work smarter–not harder.

01

Low-code orchestration

Connect, compose and ship AI features faster.

02

Multi-tenant deployment

Isolate customer credentials and configurations at scale.

03

Governed access

Apply policies, field controls and audit trails across usage.

04

Embedded experience

Deliver workflows natively inside your product.

CONNECTOR OVERVIEW

Provide automations with our Follow Up Boss connector

Cyclr enables SaaS platforms to integrate their application with hundreds of other platforms. Use Cyclr’s low code integration builder to integrate your application with Follow Up Boss, so you can provide in-app Follow Up Boss integrations for your end users.

PRODUCT USE CASES

Top Use Cases for Follow Up Boss Integrations

Cyclr is a powerful embedded iPaaS that allows your teams to use low code tools to build data responsive integrations for your customers. Then quickly and seamlessly deploy them directly into your SaaS application.

Sales

  • Add new landing page form submissions to CRM as leads
  • Create new CRM entries when new contracts have been signed by leads

ORCHESTRATION

How Follow Up Boss works with Cyclr

Cyclr sits between your SaaS product and Follow Up Boss to handle authentication, govern access and orchestrate every API call per customer, at scale.

  1. 1

    Your SaaS product

    Your app requests an action for a specific customer.

  2. 2

    Cyclr orchestration

    Cyclr authenticates, applies policies and routes the request.

  3. 3

    Follow Up Boss

    Follow Up Boss processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore Follow Up Boss methods you can orchestrate through Cyclr.

People6

Update Person

Action

Update the specified contact.

List Updated People

Action

Returns a list of contacts updated after the last successful run.

Get Person

Action

Returns the details of a specific person.

List New People

Action

Returns a list of contacts created after the last successful run.

List People

Action

Returns a list of contacts.

Create Person

Action

Manually add a new contact.

Custom Fields5

Delete Custom Field

Action

Delete a custom field.

List Custom Fields

Action

Returns a list of all Custom Fields.

Update Custom Field

Action

Update a custom field.

Create Custom Field

Action

Create a lead or event related to a lead.

Get Custom Field

Action

Returns the details of a specific Custom Field

Stages2

List Stages

Action

Returns a list of Stages.

Get Stage

Action

Returns the details of a specific Stage.

Events1

Create Event

Action

Create a lead or event related to a lead.

Users2

Get User

Action

Returns the details of a specific User.

List Users

Action

Returns a list of Users

Teams2

List Teams

Action

List all teams.

Get Team

Action

Get a team.

Identity1

Get Identity

Action

Get basic identifying information about the authenticated user and the parent account.

Smart Lists2

List Smart Lists

Action

Returns a list of Smart Lists.

Get Smart List

Action

Return the details of a specific Smart List.

Notes1

Create Note

Action

Create a new note.

Ponds2

List Ponds

Action

Returns a list of Ponds

Get Pond

Action

Returns the details of a specific Pond.

TECHNICAL DETAILS

Follow Up Boss integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing Follow Up Boss integrations in Cyclr.

API and authentication

API host
Not specified
Authentication
See Connector in Console
Credentials

Review the connector installation fields in Cyclr Console.

Method categories

See available methods

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method
See Connector in Console
Credential required

Review the connector installation fields in Cyclr Console.