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FollowUpBoss

Estimated reading: 1 minute Updated August 1, 2026

FollowUpBoss is a CRM widely used by real-estate professionals. Advanced Form Integration sends form submissions to FollowUpBoss as new leads, with source attribution and custom field mapping.

What you’ll need

  • An active FollowUpBoss account.
  • A FollowUpBoss API key (Admin → API).
  • The Advanced Form Integration plugin installed and activated.

Connect FollowUpBoss to AFI

  1. In WordPress, go to AFI → Settings → FollowUpBoss.
  2. Paste the API key and click Save Changes.

Create the integration

  1. Go to AFI → Add New.
  2. Configure the trigger.
  3. In Action → Platform, select FollowUpBoss.
  4. In Task, choose Create Lead.
  5. Map the form fields:
  • Email or Phone (one is required).
  • First Name, Last Name, Source.
  • Type: Buyer / Seller / Renter etc.
  • Tags: comma-separated.
  1. Optional: configure Conditional Logic.
  2. Click Save Integration.

Screenshot: AFI field-mapping screen with FollowUpBoss fields visible

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