Follow Up Boss is a CRM platform designed specifically for real estate professionals to streamline lead management and client engagement.
Supercharge your real estate operations with AI Agents that can intelligently handle lead qualification, automate personalized follow-ups, and provide data-driven insights.
Follow Up Boss excels at real estate lead management and client communication. Relevance AI enhances this with AI Agents that can qualify leads, personalize engagement, and automate complex follow-up sequences.
Intelligent Lead Qualification
The agent analyzes lead responses to identify high-potential opportunities for immediate follow-up.
Dynamic Client Engagement
The agent crafts personalized communication flows based on client interactions and preferences.
Automated Performance Insights
The agent generates real-time performance reports, highlighting trends in lead conversion and team productivity.
Relevance AI gives you access to a wide variety of Follow Up Boss tools within your AI-powered workflows.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- A Follow Up Boss account
- A Relevance AI account with API access
- Authorization credentials (connect securely via API key—no sensitive info stored manually)
Security & Reliability
The integration uses secure OAuth authentication, ensuring only authorized workflows access your Follow Up Boss data. Relevance AI handles API operations through Follow Up Boss's endpoints—automatically managing authentication headers and request formatting for seamless data exchange.
Built-in validation ensures your CRM workflows run smoothly, with automatic handling of API responses and error states.
No training on your data
Your data remains private and is never utilized for model training purposes.
Security first
We never store anything we don’t need to. The inputs or outputs of your tools are never stored.
Best Practices for Non-Technical Users
To get the most out of the Follow Up Boss + Relevance AI integration without writing code:
- Organize your contacts: Maintain clean contact records with standardized fields and tags.
- Use proper authentication: Ensure OAuth credentials are correctly configured for secure API access.
- Structure API calls: Follow the REST API conventions for endpoints and request methods.
- Monitor responses: Check status codes and response bodies to verify successful operations.
- Respect API limits: Implement proper request spacing to stay within Follow Up Boss rate limits.
