Follow Up Boss to Pipeline CRM
Bring your Follow Up Boss leads into Pipeline CRM. One direction, fully managed.
Switching to Pipeline CRM, or want new leads that hit Follow Up Boss to land in your Pipeline CRM pipeline too? Pipeline Connect reads each new Follow Up Boss lead and creates a person, plus an optional deal, in Pipeline CRM automatically. We can also migrate your existing Follow Up Boss contacts in one pass. Data flows one way only, from Follow Up Boss into Pipeline CRM, never back. No CSV re-imports. No scripts to maintain.
✓ No credit card required ✓ One-way, read-only from Follow Up Boss ✓ Cancel anytime
+
What lands in Pipeline CRM
Name, email (the dedup key), and phone from the Follow Up Boss lead.
Optional deal named for the lead, with source set to “Follow Up Boss”.
Optionally move your existing Follow Up Boss contacts across in one pass.
At a Glance
The Follow Up Boss integration is a one-way, managed connection that moves leads out of Follow Up Boss and into Pipeline CRM. Every new Follow Up Boss lead becomes a person in Pipeline CRM, with an optional deal named for the lead, and you can run a one-time migration of your existing contacts. Pipeline Connect builds and runs it for you from $99/month, so there is no script to write and no Zapier subscription.
A weekend of CSV cleanup, or none
The clearest way to see what a managed migration is worth: the busywork it deletes, next to what it makes automatic.
Doing it by hand
Every export, every new lead
- Export your Follow Up Boss contacts to CSV
- Clean and re-map columns to match Pipeline CRM fields
- Import, then hunt down and merge duplicates
- Recreate deals and set a source by hand
- Repeat the export every time new leads arrive
hours of cleanup · duplicates · stale after day one
With Pipeline Connect
Migrated once, then automatic
- Existing contacts migrated in one managed pass
- Each new Follow Up Boss lead created for you in seconds
- Matched on email, so no duplicate people
- Deal built and the lead source attached automatically
- Connection monitored and maintained for you
no re-keying · no duplicates · one direction
Three steps to move Follow Up Boss into Pipeline CRM
Scope & connect
On a short call we confirm your migration scope and one-way flow, then you hand over your owner-level Follow Up Boss API key through a secure intake form.
Map
We map Follow Up Boss lead fields to Pipeline CRM people and deals, and set the dedup key on email. Custom mappings on request.
Migrate & sync
Your existing contacts move over in one pass, then every new Follow Up Boss lead flows into Pipeline CRM automatically, one direction only.
Because this is a custom one-way integration, your exact setup timeline depends on scope and how many existing Follow Up Boss contacts you migrate. We confirm both on your scoping call.
What you’ll need to get started
If you already run leads through Follow Up Boss, you likely have everything below. Here’s how the responsibility splits between you and the Pipeline CRM team during onboarding.
You provide
- A paid Follow Up Boss account that is receiving leads
- An owner-level Follow Up Boss API key (Admin → API). Only the account owner can authorize the lead connection, and if the “API Key Restrictions” power-up is on, the owner must permit that key
- Confirmation you own the account and its data, so we keep the flow strictly one-way and compliant
- ~15 minutes to submit the key through the secure intake form
We handle
- One-time system registration with Follow Up Boss and the authenticated API connection
- New-lead webhook subscription so new Follow Up Boss leads arrive in real time
- Field-mapping configuration from Follow Up Boss into your Pipeline CRM people and deals
- Optional one-time migration of your existing Follow Up Boss contacts
- End-to-end testing with a live test lead before we turn the connection on
- Ongoing monitoring and maintenance, with fixes if Follow Up Boss changes anything on their side
A lead arrives in Follow Up Boss. It lands in Pipeline CRM
One thing happens on their side: a new lead enters Follow Up Boss. Everything after that is work your team no longer does, and it only ever moves one way.
Trigger
A new lead lands in Follow Up Boss
That’s the only event we listen for. Data flows Follow Up Boss into Pipeline CRM, never back.
Here is exactly what moves, field by field. Mapping is configured by the Pipeline CRM team during onboarding; the defaults below cover most Follow Up Boss setups, and custom mappings are available on request. The connection is one-way: Follow Up Boss into Pipeline CRM.
| Follow Up Boss field | Maps to in Pipeline CRM | Notes |
|---|---|---|
| person.firstName | Person: First Name | From the Follow Up Boss lead record |
| person.lastName | Person: Last Name | From the Follow Up Boss lead record |
| person.emails[0] | Person: Email | Required. Dedup key. Existing person is updated, not duplicated. |
| person.phones[0] | Person: Phone | First phone on the lead record |
| person.source | Deal: Source | The literal Follow Up Boss lead source (for example “Zillow” or “Website”) |
| person.stage | Custom field: FUB Stage | Optional. Mapped to a Pipeline CRM custom field on request |
| person.tags | Person: Tags | Optional. Follow Up Boss tags carried across as Pipeline CRM tags |
| (generated) | Deal: Name | Format: “Follow Up Boss: {first name} {last name}” |
| (generated) | Deal: Source | Literal: “Follow Up Boss”. For source-of-deal attribution. |
Who moves Follow Up Boss into Pipeline CRM
Scenario 1: A real-estate team switching CRMs
The situation: A 20-agent brokerage has decided to standardize on Pipeline CRM but has years of contacts sitting in Follow Up Boss. They dread a manual CSV export, the field re-mapping, and the duplicates that always come with it, and they don’t want new leads to fall through the cracks during the switch.
With Pipeline Connect: We migrate the existing Follow Up Boss contacts into Pipeline CRM in one managed pass, deduplicated on email. Then, while the team finishes the move, every new Follow Up Boss lead keeps flowing into Pipeline CRM automatically, so nothing is lost in the transition.
Verdict: If you’re moving off Follow Up Boss, Pipeline Connect handles both the one-time migration and the leads that arrive mid-switch, for $99/month with $0 setup.
Scenario 2: Portal leads that hit Follow Up Boss first
The situation: An agent buys leads from Zillow and Realtor.com that route into Follow Up Boss, but the team runs its real pipeline, tasks, and reporting in Pipeline CRM. Someone re-types the good leads across by hand, and the rest never make it.
With Pipeline Connect: Each new Follow Up Boss lead is created as a Pipeline CRM person the moment it arrives, with the portal source attached, so the team works every lead where their pipeline actually lives. No re-typing, no lead left behind.
Verdict: If leads land in Follow Up Boss but you work in Pipeline CRM, Pipeline Connect pipes them across automatically, one direction, for $99/month.
Scenario 3: Consolidating tools onto Pipeline CRM
The situation: A growing team has leads scattered across Follow Up Boss, web forms, and paid ads. They want a single source of truth in Pipeline CRM without wiring up and babysitting a stack of separate automations.
With Pipeline Connect: Follow Up Boss becomes one managed one-way feed into Pipeline CRM alongside your other lead sources, all built and maintained by the Pipeline CRM team under one plan and one bill.
Verdict: If Follow Up Boss is one of several lead sources you want in Pipeline CRM, it counts as one integration in your Pipeline Connect plan, monitored and maintained for you.
Migrate your contacts once, then every new Follow Up Boss lead lands in Pipeline CRM, deduplicated, with nothing to re-key.
Two plans. Flat monthly fee. No setup costs
The Follow Up Boss connection is part of Pipeline Connect, our managed integration add-on for Pipeline CRM. Our team builds, hosts, and maintains it so you don’t have to. Both plans below include $0 setup, custom integrations, monitoring and ongoing maintenance, and US-based live chat support. Follow Up Boss counts as one of the integrations in your plan.
Pipeline Connect
Up to 5 integrations included. Follow Up Boss counts as one.
- Up to 5 integrations (any type)
- Custom integrations included
- $0 setup fee
- One-time migration handled for you
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Pipeline Connect Pro
Up to 15 integrations. Priority handling for larger stacks.
- Up to 15 integrations (any type)
- Custom integrations included
- $0 setup fee
- One-time migration handled for you (priority)
- Monitored and maintained for you
- US-based live chat support
- Cancel anytime, no contracts
Follow Up Boss is a custom one-way integration, so we confirm the exact scope, including any one-time migration volume, on a short call before you start. It then counts as one integration in your plan. Pipeline CRM subscription required (starts at $25/user/month, billed annually). Pipeline Connect does not include the cost of your Follow Up Boss subscription. You bring your own account and API key. Prices in USD.
Want the full Pipeline Connect overview? See pricing details, the complete list of available integrations, and the integration FAQ on the Pipeline Connect page →
Frequently asked questions
Can’t find what you need? Contact our team.
How does the Follow Up Boss integration work?
Pipeline Connect subscribes to new-lead events in your Follow Up Boss account. When a new lead is created, we read the full lead record and create a matching person in Pipeline CRM (existing contacts are matched on email and updated, not duplicated), plus an optional deal named for the lead with the Follow Up Boss lead source attached. If you’re switching CRMs, we can also migrate your existing Follow Up Boss contacts across in one managed pass at go-live. The whole thing is built and run by the Pipeline CRM team.
Does this sync two ways between Follow Up Boss and Pipeline CRM?
No. This is a one-way, lead-ingestion connection. Data flows in a single direction, from Follow Up Boss into Pipeline CRM, and nothing is ever written back to Follow Up Boss. It is designed for teams moving to Pipeline CRM or capturing Follow Up Boss leads in Pipeline CRM, not for running two CRMs in parallel with a live peer sync.
Can you migrate my existing Follow Up Boss contacts?
Yes. On request, we run a one-time migration of your existing Follow Up Boss contacts into Pipeline CRM at go-live, deduplicated on email so you don’t end up with duplicate people. After the migration, every new Follow Up Boss lead continues to flow into Pipeline CRM automatically. We confirm the migration volume during scoping so we can plan it properly.
What do I need from Follow Up Boss to set this up?
You need an active paid Follow Up Boss account that is receiving leads, and an owner-level Follow Up Boss API key from Admin then API. Only the account owner can authorize the lead connection, and if the “API Key Restrictions” power-up is enabled the owner must also permit that key. You submit the key through a secure intake form, and the Pipeline CRM team handles the rest of the setup.
How long does setup take and what does it cost?
Follow Up Boss is a custom one-way integration, so we confirm the exact scope and setup timeline on a short scoping call, along with any one-time migration volume. There is a $0 setup fee. It then counts as one integration in your Pipeline Connect plan, which starts at $99/month for up to 5 integrations. A Pipeline CRM subscription is required and starts at $25/user/month (billed annually).
Is my data secure?
Yes. Your Follow Up Boss API key is submitted through a secure intake form and stored with industry-standard secrets management. The integration runs on isolated infrastructure per customer, and lead data flows directly from Follow Up Boss into your Pipeline CRM account with no third-party data warehouse in between. Because the connection only ever reads from Follow Up Boss and writes to Pipeline CRM, your Follow Up Boss account is never modified. If you want to rotate your key, contact support through Pipeline CRM live chat and we will redeploy with the new credentials.