Follow Up Boss Lead Integration

Python integration for adding leads to Follow Up Boss CRM via their REST API.

Features

• Create leads via the /events endpoint (triggers routing, automations, and notifications)
• Search existing contacts by name, email, or phone
• Add notes to contacts
• Create follow-up tasks
• List users/agents in the account

Setup

1. Install dependencies

pip install requests

2. Set your API key

export FOLLOWUPBOSS_API_KEY=your_api_key_here

You can find your API key in Follow Up Boss under Admin > API.

3. Run the smoke test

python followupboss_integration.py

Usage

from followupboss_integration import create_lead, add_note, create_task

# Add a new buyer lead
result = create_lead(
    first_name="Jane",
    last_name="Doe",
    email="jane@example.com",
    phone="305-555-0000",
    source="Zillow",
    lead_type="Buyer",
    message="Interested in waterfront properties under $600k.",
    price_max=600000,
    tags=["waterfront", "motivated"],
)

person_id = result["person"]["id"]

# Add a note
add_note(person_id, body="Called and confirmed appointment for Thursday.")

# Create a follow-up task
create_task(person_id, name="Follow-up call", task_type="Call", due_date="2026-03-07")

API Reference

Function	Description
create_lead(...)	Add a new lead via /events (recommended)
search_people(query)	Search contacts by name/email/phone
get_users()	List all agents/users in the account
add_note(person_id, body)	Add a note to a contact
create_task(person_id, name)	Create a follow-up task

Authentication

Follow Up Boss uses HTTP Basic Auth. The API key is the username; the password is an empty string.

Authorization: Basic base64(API_KEY:)

Notes

• Always use /events (not /people) to create new leads so automations fire correctly.
• The X-System header identifies the integration source in FUB's activity log.
• The source field controls which lead source label appears in FUB.