FollowUpBoss

Estimated reading: 2 minutes

Overview

AFI sends new leads and contacts to FollowUpBoss, the real-estate-focused CRM. Push every contact form submission, listing inquiry, or open-house signup into FollowUpBoss as a fresh lead with the right source attribution.

Supported actions

  • Create Person / Lead — adds a new person with name, email, phone, and source.
  • Add a Note — append a note (and tags) to an existing person, matched by email.
  • Add a Tag — apply one or more tags to an existing person.

Authentication

  1. Log in to FollowUpBoss.
  2. Click Admin > API.
  3. Click Create API Key, name it AFI, and copy the key.
  4. In AFI go to Settings > FollowUpBoss and paste the key.

How to create the integration

  1. In WordPress admin, go to AFI > New Integration.
  2. Pick your Sender (Contact Form 7, WPForms, WooCommerce, etc.) and the form / event to listen on.
  3. Pick FollowUpBoss as the Receiver, then pick the Task you want to run.
  4. Map sender fields onto FollowUpBoss’s fields. Email or phone is required to create a person; everything else (name, source, custom fields, tags) is optional.
  5. Optional: add Conditional Logic so the action only fires on matching submissions.
  6. Save and run a test submission. Check AFI > Log if anything looks off.

Notes & caveats

  • Source attribution. Map a static value or smart tag like {{utm_source}} onto the source field so leads carry attribution into FollowUpBoss reports.
  • Duplicate handling. FollowUpBoss matches on email or phone and merges if a match exists — sending the same email twice doesn’t create two records.
  • Custom fields must already exist in FollowUpBoss before you can map onto them.

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