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Automate lead qualification by connecting Follow Up Boss with AI Agent. Latenode's visual editor simplifies complex logic; use AI to score leads and auto-prioritize follow-ups, scaling affordably with execution-based pricing.
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Create a New Scenario to Connect Follow Up Boss and AI Agent
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or AI Agent will be your first step. To do this, click "Choose an app," find Follow Up Boss or AI Agent, and select the appropriate trigger to start the scenario.
Add the Follow Up Boss Node
Select the Follow Up Boss node from the app selection panel on the right.
Follow Up Boss
Configure the Follow Up Boss
Click on the Follow Up Boss node to configure it. You can modify the Follow Up Boss URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the AI Agent Node
Next, click the plus (+) icon on the Follow Up Boss node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
Follow Up Boss
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Follow Up Boss and AI Agent 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 Follow Up Boss and AI Agent 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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AI Agent
Trigger on Webhook
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Follow Up Boss
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Follow Up Boss, AI Agent, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the Follow Up Boss and AI Agent integration works as expected. Depending on your setup, data should flow between Follow Up Boss and AI Agent (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, AI Agent generates a summary of their information, and this summary is sent to a designated Slack channel for team visibility.
Follow Up Boss + AI Agent + Google Sheets: Whenever a new person is added in Follow Up Boss, AI Agent analyzes the contact and logs insights (e.g., lead source, potential value) to a Google Sheet for reporting and trend analysis.
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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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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How can I connect my Follow Up Boss account to AI Agent using Latenode?
To connect your Follow Up Boss account to AI Agent on Latenode, follow these steps:
Can I automatically summarize Follow Up Boss leads with AI Agent?
Yes! Latenode enables automatic lead summarization, helping you quickly understand key details and prioritize follow-ups. Plus, you can add custom logic with JavaScript.
What types of tasks can I perform by integrating Follow Up Boss with AI Agent?
Integrating Follow Up Boss with AI Agent allows you to perform various tasks, including:
How secure is my Follow Up Boss data when using Latenode integrations?
Latenode employs industry-standard security protocols to ensure your data is protected during integration and workflow automation.
Are there any limitations to the Follow Up Boss and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: