How to Send WooCommerce Orders to Follow Up Boss

Follow Up Boss is a real estate CRM that helps you manage contacts and track interactions. WooCommerce captures orders beautifully, but sending that data to external platforms needs an integration. AFI bridges that gap to Follow Up Boss. Here is the full setup.

Why not just use Zapier?

For connecting WooCommerce to real estate CRM, a cloud automation service adds cost and a dependency on an external server. AFI runs on your site with no task limits.

What you will need

• A WordPress site with WooCommerce installed and configured.
• A Follow Up Boss account.
• The Advanced Form Integration plugin (free from WordPress.org).

Connect Follow Up Boss to AFI

1. Log in to your Follow Up Boss account.
2. Go to Settings → API and copy your API Key.
3. In WordPress, go to AFI → Settings → Follow Up Boss.
4. Paste the API Key and click Save Changes.

Setting up the integration

1. Create a new integration

Go to AFI → Add New. Name it WooCommerce to Follow Up Boss.

2. Pick your trigger

Select WooCommerce as the form provider. AFI fires when an order status changes, giving you access to customer details, billing and shipping addresses, line items, totals, and payment method.

3. Select Follow Up Boss as the destination

Choose Follow Up Boss from the platform dropdown and pick Add Lead. This creates a lead in Follow Up Boss.

4. Map fields

Match each Follow Up Boss field on the left to the corresponding WooCommerce order field on the right. Common mappings include customer name, email, phone, billing address, order total, and product details. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain orders? Set up a conditional rule. For example, only sync orders above a specific total, or only completed orders.

6. Save and test

Click Save Integration. Place a test order in your WooCommerce store. Check Follow Up Boss to confirm the data arrived. If anything looks wrong, open AFI → Log to see the exact request and response.

Free vs Pro

The free version maps name, email, and phone to Follow Up Boss with unlimited orders. Pro adds custom field mapping. No per-order fees on any plan.

Frequently asked questions

Which WooCommerce events trigger the integration?

AFI fires when an order status changes (for example, pending to processing, or processing to completed). This covers new orders, successful payments, refunds, and cancellations.

Will adding this slow down my checkout?

No. AFI sends data to the destination after the order is processed. Your customers complete checkout normally without any delay.

Can I send orders to multiple platforms?

Yes. Create a separate integration for each destination, and every order flows to all of them simultaneously.

Get started

Install Advanced Form Integration free from WordPress.org and connect WooCommerce to Follow Up Boss in minutes.