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Automatically enrich Follow Up Boss leads with AI-powered insights from AI: Perplexity using Latenode’s visual editor. Build custom workflows with JavaScript where needed and scale affordably.
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Create AI: Perplexity to Follow Up Boss workflow
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Create a New Scenario to Connect AI: Perplexity 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: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Follow Up Boss will be your first step. To do this, click "Choose an app," find AI: Perplexity or Follow Up Boss, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity 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: Perplexity 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: Perplexity
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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: Perplexity 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: Perplexity 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: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, 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: Perplexity and Follow Up Boss integration works as expected. Depending on your setup, data should flow between AI: Perplexity 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: Perplexity + Slack: When a new person is added to Follow Up Boss, Perplexity AI summarizes their information. Then, a notification is sent to a Slack channel to alert the sales team about the new lead.
Follow Up Boss + AI: Perplexity + Gmail: When a new person is created in Follow Up Boss, Perplexity generates an email draft to engage the lead. Gmail then sends the drafted email to the new lead.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
Related categories
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.
Related categories
How can I connect my AI: Perplexity account to Follow Up Boss using Latenode?
To connect your AI: Perplexity account to Follow Up Boss on Latenode, follow these steps:
Can I automatically summarize call notes into Follow Up Boss?
Yes, use AI: Perplexity in Latenode to extract key points from call recordings and automatically add them as notes to the correct contact in Follow Up Boss. Save time and improve follow-up efficiency!
What types of tasks can I perform by integrating AI: Perplexity with Follow Up Boss?
Integrating AI: Perplexity with Follow Up Boss allows you to perform various tasks, including:
How to use AI: Perplexity to enrich Follow Up Boss contacts?
Use Latenode to trigger AI: Perplexity based on new leads. AI enriches lead data, updating contact details automatically in Follow Up Boss.
Are there any limitations to the AI: Perplexity and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: