How to Send Paid Memberships Pro Data to Follow Up Boss

Follow Up Boss is a real estate CRM that helps you manage contacts and track interactions. Paid Memberships Pro manages a member checks out or a membership level changes, but sending that data to external platforms needs an integration. AFI bridges that gap to Follow Up Boss.

Why not just use Zapier?

For connecting Paid Memberships Pro 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 Paid Memberships Pro 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 Paid Memberships Pro to Follow Up Boss.

2. Pick your trigger

Select Paid Memberships Pro as the form provider. AFI fires when a member checks out or a membership level changes, giving you access to member name, email, membership level, payment amount, and order ID.

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 Paid Memberships Pro field on the right. Common mappings include member name, email, membership level, payment amount, and order ID. You can also use smart tags like {{_submission_date}}.

5. Add conditions if needed

Only want to send certain records? Set up a conditional rule based on any field value.

6. Save and test

Click Save Integration. Trigger a test event in Paid Memberships Pro. 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 records. Pro adds custom field mapping. No per-record fees on any plan.

Frequently asked questions

Which Paid Memberships Pro events trigger the integration?

AFI fires when a member checks out or a membership level changes. This covers new submissions and relevant status changes.

Will adding this slow down my site?

No. AFI sends data to the destination after the event completes. Your site performance is not affected.

Can I send data to multiple platforms?

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

Get started

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