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Automatically engage Follow Up Boss leads via WhatsApp Personal Account messages. Latenode's visual editor and affordable execution pricing simplify follow-ups, allowing custom logic and instant, personalized connection at scale.
Connect Follow Up Boss and WhatsApp Personal Account in minutes with Latenode.
Create Follow Up Boss to WhatsApp Personal Account workflow
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Follow Up Boss
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Create a New Scenario to Connect Follow Up Boss and WhatsApp Personal Account
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 Follow Up Boss, triggered by another scenario, or executed manually (for testing purposes). In most cases, Follow Up Boss or WhatsApp Personal Account will be your first step. To do this, click "Choose an app," find Follow Up Boss or WhatsApp Personal Account, 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 WhatsApp Personal Account Node
Next, click the plus (+) icon on the Follow Up Boss node, select WhatsApp Personal Account from the list of available apps, and choose the action you need from the list of nodes within WhatsApp Personal Account.
Follow Up Boss
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WhatsApp Personal Account
Authenticate WhatsApp Personal Account
Now, click the WhatsApp Personal Account node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your WhatsApp Personal Account settings. Authentication allows you to use WhatsApp Personal Account through Latenode.
Configure the Follow Up Boss and WhatsApp Personal Account 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 WhatsApp Personal Account 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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WhatsApp Personal Account
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, WhatsApp Personal Account, 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 Follow Up Boss and WhatsApp Personal Account integration works as expected. Depending on your setup, data should flow between Follow Up Boss and WhatsApp Personal Account (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Follow Up Boss + WhatsApp Personal Account + Google Sheets: When a new person is added to Follow Up Boss, their contact details are logged in a Google Sheet. A summary of communications from WhatsApp is also periodically added to the Google Sheet for reporting.
Follow Up Boss + Twilio + WhatsApp Personal Account: When a new appointment is created in Follow Up Boss, an automated SMS reminder is sent via Twilio. A follow-up message is sent via WhatsApp Personal Account after the appointment.
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 WhatsApp Personal Account
Automate WhatsApp Personal Account messaging within Latenode to send notifications, gather data, or provide basic support. Build visual workflows triggered by events, then enrich or route message data to other apps. Scale customer interactions without complex code and per-step costs—use Latenode to connect WhatsApp to your business.
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How can I connect my Follow Up Boss account to WhatsApp Personal Account using Latenode?
To connect your Follow Up Boss account to WhatsApp Personal Account on Latenode, follow these steps:
Can I automatically send appointment reminders?
Yes! Latenode lets you automate reminders via WhatsApp when deals reach specific Follow Up Boss stages. This ensures timely follow-up, improving client engagement and conversions.
What types of tasks can I perform by integrating Follow Up Boss with WhatsApp Personal Account?
Integrating Follow Up Boss with WhatsApp Personal Account allows you to perform various tasks, including:
How can Latenode help manage complex follow-up sequences?
Latenode’s visual editor simplifies complex sequences. Combine no-code blocks, JavaScript, and AI for personalized engagement strategies.
Are there any limitations to the Follow Up Boss and WhatsApp Personal Account integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: