Connect Follow Up Boss

Connect Follow Up Boss to Brilo in about two minutes with an API key from your Follow Up Boss account. Your agent can then find a contact by phone or email, add new leads, move contacts to a new stage, and log each call, a note, a follow-up task or an appointment on the contact. Writing to Follow Up Boss runs after the call ends, so the caller never waits for it.

Before you start

Access to Admin, then API in Follow Up Boss. Use the account owner’s key: a key sees only what its user sees, so an agent’s key reaches only that agent’s contacts.
A Brilo plan that includes the app store. Logging every call automatically also needs automations after a call. See Plans and what they include.
An agent to give the Follow Up Boss actions to, even an unfinished one.

Steps

Copy an API key in Follow Up Boss

In Follow Up Boss, go to Admin, then API, and create or copy a key. Keep the tab open until Brilo has tested it.

Open Follow Up Boss in the Brilo app store

In the Brilo dashboard, open App Store, choose Follow Up Boss, click Connect, then Continue.

Paste the key

Paste the key into API key. Connection name is optional and helps when you connect more than one Follow Up Boss account. Click Continue.

Test the connection, then install

Click Test connection. When the test passes, click Install App.

You will know it worked when

Test connection passes and Follow Up Boss shows as connected in the app store.
After a test call with the after-call setup on this page, the call appears on the contact’s timeline in Follow Up Boss.

What your agent can do in Follow Up Boss

Add each action from your agent’s Actions tab with Add Actions, then Follow Up Boss. See What are actions for how actions work in general.

Follow Up Boss action	What it does	Best timing
Find person by phone	Finds the contact with a phone number	During and after the call
Find person by email	Finds the contact with an email address	During and after the call
Get person	Reads one contact’s details, such as stage and tags	During the call
Create lead	Adds a new lead and runs your Follow Up Boss lead automations	After the call
Update person	Moves a contact to a new stage or adds tags	After the call
Log call	Adds the call, how it ended and a summary to the contact’s timeline	After the call
Add note	Adds a note to the contact, such as the call transcript	After the call
Create task	Leaves a follow-up task with a due date for someone on your team	After the call
Create appointment	Books an appointment with the contact	After the call

Log every call in Follow Up Boss automatically

Add Find person by phone, Log call, Add note and Create task to your agent, leaving each on After the call (post-call). Open Create task and, for Assigned to, choose Use a fixed value and type the full name of the person who follows up, exactly as it shows in Follow Up Boss. Then open your agent’s Post Call Workflows tab and create a workflow. Tick the four actions under Allowed actions, paste these instructions, turn on Run on real calls, and save.

- Find the contact in Follow Up Boss with Find person by phone, using the contact's phone number.
- If no one is found, stop.
- Log call on the person found. Set Incoming to false for a call we made, true for one they made. Set the outcome to Interested, Not Interested, Left Message, No Answer, Busy or Bad Number, and write a two sentence summary.
- Add note on the same person with the subject Call transcript and the call transcript as the note.
- If they agreed a next step, Create task on the same person for it, due on the date they gave.

See Automate what happens after a call for workflows in general.

Qualify sellers and buyers

To keep your pipeline current, add Update person and tick it in the same workflow, with a line like this one. Use the stage names and tags your account already has.

- If they plan to sell in the next six months, Update person with the stage Hot Prospect and the tag Seller.

Tags are added to the ones the contact already has; none are removed.

Book appointments

Add Create appointment and tick it in the workflow. Follow Up Boss puts an appointment on an agent’s synced Google or Outlook calendar only when that agent is invited, so name them in the instructions:

- If they agreed a time to meet, Create appointment for it. Invite the person found and the agent Sam Rivera.

What is not supported

Starting calls from Follow Up Boss, such as when a contact’s stage changes, or calling a smart list. This is planned.
Custom fields. Use stages and tags for now.
Deals, action plans and text messages.
Signing in with your Follow Up Boss account. Brilo connects with an API key.

If you need one of these, email support@brilo.ai with what you are trying to do.

If it did not work

The test says Follow Up Boss did not accept this key. The key was copied only in part, it was deleted, or the Follow Up Boss account has expired. Copy the whole key again from Admin, then API, and paste it with no spaces around it. Your agent did not find a contact who is in Follow Up Boss. The key may belong to an agent who cannot see that contact. Connect with the account owner’s key instead: on the Follow Up Boss page in the app store, click Connected, remove the connection, and connect again. The appointment is not on the agent’s calendar. The agent was not invited, or their calendar is not synced in Follow Up Boss. Anything else: An action did not run.

FAQ

Does Brilo work with Follow Up Boss?

Yes. Connect Follow Up Boss from the app store with an API key, and your agent can find contacts, add leads, update stages and tags, and log calls, notes, tasks and appointments.

Can Brilo log every call in Follow Up Boss automatically?

Yes, with an automation after the call that runs Find person by phone, Log call and Add note. Each call lands on the contact’s timeline with how it ended and a summary. Automations after a call need a plan that includes them. See Plans and what they include.

Which Follow Up Boss API key should I use?

The account owner’s. A key sees only what its user sees, so an agent’s key reaches only that agent’s contacts.

Do new leads from Brilo run my Follow Up Boss automations?

Yes. Create lead sends the lead the way Follow Up Boss asks lead sources to, so your action plans and automations for new seller and general inquiries run as usual.

What are actions for how a connected app gets used on a call
Automate what happens after a call for after-call workflows
Supported integrations for everything else Brilo connects to

​Before you start

​Steps

​You will know it worked when

​What your agent can do in Follow Up Boss

​Log every call in Follow Up Boss automatically

​Qualify sellers and buyers

​Book appointments

​What is not supported

​If it did not work

​FAQ

​Related

Before you start

Steps

You will know it worked when

What your agent can do in Follow Up Boss

Log every call in Follow Up Boss automatically

Qualify sellers and buyers

Book appointments

What is not supported

If it did not work

FAQ

Related