How to Get Started with Follow Up Boss

About the Follow Up Boss Integration

  • Admin/owner permissions: Connected account must use the API key for an admin user, and not an agent user
  • Paid/versioned account: The integration is available on all Follow Up Boss plans
  • Authentication method: Basic Auth
  • Custom field support: No
  • Partner’s Documentation:

When you start creating a Follow Up Boss Zap, you will be asked to connect your Follow Up Boss account.

Connect your Follow Up Boss account to Zapier

Next, you'll be asked for your Follow Up Boss API Key.

Finding your Follow Up Boss API Key

To find your API Key, you'll first want to log into your account and head to "Admin", followed by "API".

Follow Up Boss Account Settings

Once you've entered your API Key and clicked continue, we'll test your account to make sure the connection works. If it does, you're all set!

Follow Up Boss Account Test

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