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Automatically enrich Follow Up Boss leads with AI Agent insights, like sentiment or intent, to personalize outreach at scale. Use Latenode’s flexible API integration and pay-per-execution pricing for cost-effective lead management.
Connect AI Agent and Follow Up Boss in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and Follow Up Boss
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Follow Up Boss will be your first step. To do this, click "Choose an app," find AI Agent or Follow Up Boss, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Follow Up Boss Node
Next, click the plus (+) icon on the AI Agent node, select Follow Up Boss from the list of available apps, and choose the action you need from the list of nodes within Follow Up Boss.
AI Agent
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Follow Up Boss
Authenticate Follow Up Boss
Now, click the Follow Up Boss node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Follow Up Boss settings. Authentication allows you to use Follow Up Boss through Latenode.
Configure the AI Agent and Follow Up Boss Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Follow Up Boss Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Follow Up Boss
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Follow Up Boss, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Follow Up Boss integration works as expected. Depending on your setup, data should flow between AI Agent and Follow Up Boss (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + AI Agent + Slack: When a new person is added to Follow Up Boss, the AI Agent will summarize the lead's information. This summary is then sent to a designated Slack channel to notify agents.
Follow Up Boss + AI Agent + Gmail: When a new person is added to Follow Up Boss, the AI Agent will draft a personalized follow-up email based on the lead's information. This draft email is then sent via Gmail.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Follow Up Boss
Sync Follow Up Boss with Latenode to automate lead management. Trigger custom actions based on lead stages or properties. Update FUB contacts from other apps, create tasks, or send automated follow-ups. Latenode adds flexible logic, data transformations, and multi-app workflows for smarter real estate automation.
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How can I connect my AI Agent account to Follow Up Boss using Latenode?
To connect your AI Agent account to Follow Up Boss on Latenode, follow these steps:
Can I automatically qualify leads using AI and add them to Follow Up Boss?
Yes, using Latenode. Intelligently route qualified AI Agent leads to Follow Up Boss, ensuring your sales team focuses on the most promising opportunities. Scale lead gen with no-code ease.
What types of tasks can I perform by integrating AI Agent with Follow Up Boss?
Integrating AI Agent with Follow Up Boss allows you to perform various tasks, including:
How does Latenode enhance AI Agent automation capabilities?
Latenode empowers AI Agent with advanced logic, JavaScript functions, and scalable workflow execution, exceeding basic integration options.
Are there any limitations to the AI Agent and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: