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Follow Up Boss

Step 1: Get an API key from Follow Up Boss

To integrate your Follow Up Boss data with Plecto, you need to provide an API token (also called key).

  1. In Follow Up Boss, go to Admin > API and click Create API Key.

  2. Enter a name (for example, Plecto) and save.

  3. Copy the API key and move to Step 2 in this guide.

Step 2: Integrate Follow Up Boss with Plecto

  1. In Plecto, go to Data sources > New data source > Follow Up Boss.

  2. (Optional) Rename your credentials.

  3. Paste the API key you generated in FUB and click Next.

  4. Select the data you want to import.

  5. Configure your data source settings. Here, you can change the title, choose the default date, select which fields to import, and more.

  6. Click Next to choose how much data to import and how long you want to keep it in the data source.

  7. Click Import to finish.

Available data

Our integration with Follow Up Boss currently allows you to import the following data:

  • Appointments

  • Calls

  • Deals

  • People

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