> ## Documentation Index
> Fetch the complete documentation index at: https://docs.brilo.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Follow Up Boss

> Connect Follow Up Boss to Brilo with an API key so your agent can find leads, log every call on their timeline, and book follow-up tasks and appointments.

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](https://docs.brilo.ai/supported/plans.md).
* An agent to give the Follow Up Boss actions to, even an unfinished one.

## Steps

**1. 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.

**2. Open Follow Up Boss in the Brilo app store**

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

**3. 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**.

**4. 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](https://docs.brilo.ai/actions/what-are-actions.md) 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.

```text theme={null}
- 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](https://docs.brilo.ai/reports/automate-what-happens-after-a-call.md) 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.

```text theme={null}
- 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:

```text theme={null}
- 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.

> [!NOTE]
>
> If you need one of these, email [support@brilo.ai](mailto: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](https://docs.brilo.ai/actions/an-action-didnt-run.md).

## FAQ

> [accordion] 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.

> [accordion] 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](https://docs.brilo.ai/supported/plans.md).

> [accordion] 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.

> [accordion] 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.

## Related

* [What are actions](https://docs.brilo.ai/actions/what-are-actions.md) for how a connected app gets used on a call
* [Automate what happens after a call](https://docs.brilo.ai/reports/automate-what-happens-after-a-call.md) for
  after-call workflows
* [Supported integrations](https://docs.brilo.ai/supported/integrations.md) for everything else Brilo connects to


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