Who is the Follow Up Boss integration for?
Real estate teams live in Follow Up Boss. The integration brings its people into Textually for sequences that answer new inquiries and check in with past clients, and adds each reply to the person’s timeline.
Textually is business texting built on sequences: texts go out from numbers we register for your business, each lead stays on the number that first texted them, and every reply lands in one shared inbox. Follow Up Boss stays your record of who each person is and what happened.
How do I connect Follow Up Boss to Textually?
Four steps, all in Settings, then Integrations. Nothing is texted during setup: an import only fills a list.
- Connect. Paste your Follow Up Boss API key in Settings, then Integrations, then Follow Up Boss. In Follow Up Boss, open Admin, then API, and create a key. Only the account owner can see this page.
- Match fields. Phone, name, email and company are matched for you. Match a consent source and date too if Follow Up Boss holds them.
- Test import. Textually reads your first 100 people and shows how many would come in, how many are ready to text, and why the rest would stay out. Nothing is saved and nobody is texted.
- Import. The people land in a list under Lists, then Integrations, then Follow Up Boss. From there you push them into a campaign like any other list.
Textually reads Follow Up Boss people: name, phone, email and company come matched already, and custom fields can be matched by hand.
How does consent work for Follow Up Boss contacts?
A contact gets a consent record only when Follow Up Boss itself holds a consent date and a consent source or a yes on an opt-in field. Textually never makes one up from the import date.
If you record texting consent in a Follow Up Boss custom field, match it in the field step.
Contacts without a consent record still come into the list, so you can see them, but a text step skips them, the same as a CSV import. Record consent on the list when you have it, or confirm consent for the whole campaign at launch, and they become textable. More in SMS opt-in wording.
What does Textually write back to Follow Up Boss?
When someone texts back or opts out, Textually adds a note to their Follow Up Boss record with what they said. You can also turn on a note when a lead finishes a sequence.
Your team answers the reply in Textually’s shared inbox, from the same number the lead already knows. Follow Up Boss gets the history, so anyone who opens the record there sees that the lead wrote back, and that a STOP means no more texts.
Does it stay in sync with Follow Up Boss?
Yes, if you turn on Keep in sync. Every hour Textually reads people added or changed in Follow Up Boss since the last sync and updates the list.
- A Follow Up Boss record already in the list is updated when its values change, never added twice.
- A new record whose phone number is already in the list is left out, so nobody gets the same text twice.
- Records with no phone number, a number outside the US and Canada, or a do-not-text mark in Follow Up Boss stay out, and the test import tells you how many.
Disconnecting stops the reading and the notes. Your list and everyone already in it stay as they are.