Follow Up Boss

The Follow Up Boss integration automatically sends every new lead captured through EasyAgentIDX to your Follow Up Boss account. Available on Pro and Brokerage plans.

Enabling the integration

1. In your Follow Up Boss account, navigate to Admin - API and copy your API key.
2. In EasyAgentIDX, go to Settings - Integrations - Follow Up Boss.
3. Paste your Follow Up Boss API key into the field and click Connect.
4. EasyAgentIDX will validate the key and show a confirmation message.

What syncs

Each new EasyAgentIDX lead creates a new person record in Follow Up Boss with:

• First name and last name.
• Email address.
• Phone number (if captured).
• Source tag set to EasyAgentIDX for easy filtering.
• A note containing the property address or valuation address that triggered the lead.

Custom field mapping

If you have custom fields in Follow Up Boss, you can map any EasyAgentIDX lead field to a Follow Up Boss custom field from the integration settings panel. Click Manage Field Mapping to open the mapping editor and assign fields using a drag-and-drop interface.