# Follow Up Boss AI integration on Definable

> Follow Up Boss is the leading CRM for high-growth real estate businesses.

## What this connects

Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.

Vendor: https://www.followupboss.com

## Tools available

**99** tools available. First 12:

- `FOLLOW_UP_BOSS_CREATE_ACTION_PLANS_PEOPLE` — Apply Action Plan to Person — Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
- `FOLLOW_UP_BOSS_CREATE_APPOINTMENT` — Create Appointment — Tool to create a new appointment in Follow Up Boss. Use when you need to schedule meetings, property showings, or events. Requires title, start time, and end time. Optionally send invitation emails to invitees.
- `FOLLOW_UP_BOSS_CREATE_APPOINTMENT_OUTCOME` — Create appointment outcome — Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
- `FOLLOW_UP_BOSS_CREATE_APPOINTMENT_TYPES` — Create Appointment Type — Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
- `FOLLOW_UP_BOSS_CREATE_CALL` — Create Call — Tool to add a call record to Follow Up Boss. Use when you need to log a phone call interaction with a person.
- `FOLLOW_UP_BOSS_CREATE_CUSTOM_FIELD` — Create Custom Field — Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
- `FOLLOW_UP_BOSS_CREATE_DEAL_CUSTOM_FIELD` — Create Deal Custom Field — Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal-specific information like stages, priorities, or custom dates.
- `FOLLOW_UP_BOSS_CREATE_DEALS` — Create Deal — Tool to create a new deal in Follow Up Boss. Use when you need to add a deal to track sales opportunities in your pipeline. Requires deal name and stage ID.
- `FOLLOW_UP_BOSS_CREATE_EM_CAMPAIGN` — Create Email Marketing Campaign — Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
- `FOLLOW_UP_BOSS_CREATE_EM_EVENTS` — Create Email Marketing Events — Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
- `FOLLOW_UP_BOSS_CREATE_EVENTS` — Create Events — Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
- `FOLLOW_UP_BOSS_CREATE_GROUPS` — Create Group — Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.

## Auth

Auth schemes: `API_KEY`, `OAUTH2`.

## How agents use Follow Up Boss

Inside a Definable workflow, Follow Up Boss is one of the tools the **Distributor specialist** can call. Example coordination patterns:

- **Researcher → Follow Up Boss** — the Researcher (GPT-5.5) pulls context from Follow Up Boss (records, threads, documents), synthesises findings, and briefs the rest of the team.
- **Writer → Distributor → Follow Up Boss** — the Writer (Claude Opus 4.7) drafts copy in brand voice, the Verifier passes it, then the Distributor writes the result into Follow Up Boss (create record, post message, draft email).
- **Designer / Engineer → Distributor → Follow Up Boss** — the Designer ships an asset or the Engineer ships a code change, the Distributor delivers it via Follow Up Boss (attach file, open PR comment, post status).

The Verifier checks every Follow Up Boss call. On rate limit, schema drift, or auth refresh it self-heals and retries — the workflow completes without manual intervention.

## Categories

- crm — https://definable.ai/apps/category/crm/

## Related

- HTML page: https://definable.ai/apps/follow_up_boss/
- Same category (crm): https://definable.ai/apps/category/crm/
- All integrations: https://definable.ai/apps/
- Workflow (multi-agent loop): https://definable.ai/workflow/
- Apps llms.txt index: https://definable.ai/llms-apps.txt