Freehold + Follow Up Boss
Many of the agents you coordinate for live in Follow Up Boss. This connection keeps both systems fed without double entry, using your own FUB API key, no approvals, nothing to install.
What it does
Leads out: when someone registers on your Freehold website, the lead is sent to Follow Up Boss through its events API, so your FUB action plans, assignment rules, and automations fire exactly as they do for any other lead source.
People in: one click imports your FUB people into Freehold contacts (tagged "Follow Up Boss"). Imports match on email and never duplicate or overwrite. Re-run it any time.
Setup
- 1
Get your API key from Follow Up Boss
In Follow Up Boss: Admin → API → create an API key and copy it. Any paid FUB plan includes API access. - 2
Connect it in Freehold
In Freehold: Integrations → Follow Up Boss, paste the key, and hit "Verify & connect". We test the key against your FUB account before saving anything; it's stored encrypted and never shown again. - 3
Import your people (optional)
Click "Import contacts now" on the same card. People with an email address land in your Contacts under the "Follow Up Boss" category; existing contacts are left alone. - 4
Turn on your website
If your tenant website is published with registration enabled, every new lead now lands in both places: Freehold (contact + same-day follow-up task) and Follow Up Boss (through your automations).
Want deeper sync: transaction milestones as FUB notes, stage changes both directions? Tell us at hello@freeholdtc.dev. Requests usually ship in days. Deeper automation is also available today through Zapier, which has a full Follow Up Boss app.