How to connect Pinecone and Follow Up Boss
Create a New Scenario to Connect Pinecone 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 Pinecone, triggered by another scenario, or executed manually (for testing purposes). In most cases, Pinecone or Follow Up Boss will be your first step. To do this, click "Choose an app," find Pinecone or Follow Up Boss, and select the appropriate trigger to start the scenario.

Add the Pinecone Node
Select the Pinecone node from the app selection panel on the right.

Pinecone
Configure the Pinecone
Click on the Pinecone node to configure it. You can modify the Pinecone 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 Pinecone 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.

Pinecone
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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 Pinecone 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 Pinecone and Follow Up Boss Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.

JavaScript
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AI Anthropic Claude 3
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Follow Up Boss
Trigger on Webhook
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Pinecone
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Iterator
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Webhook response

Save and Activate the Scenario
After configuring Pinecone, 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 Pinecone and Follow Up Boss integration works as expected. Depending on your setup, data should flow between Pinecone and Follow Up Boss (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Pinecone and Follow Up Boss
Follow Up Boss + Pinecone + Slack: When a new person is added to Follow Up Boss, their information is sent to Pinecone to find matching knowledge base entries using semantic search. If matches are found, a notification is sent to a designated Slack channel with the lead's information and relevant knowledge base snippets.
Follow Up Boss + Pinecone + Google Sheets: When a new person is added to Follow Up Boss, their information and interaction details are sent to Pinecone to find relevant knowledge base entries. The lead's information, interaction data, and the matched knowledge base entry summaries are then logged to a Google Sheets spreadsheet for analysis.
Pinecone and Follow Up Boss integration alternatives
About Pinecone
Use Pinecone in Latenode to build scalable vector search workflows. Store embeddings from AI models, then use them to find relevant data. Automate document retrieval or personalized recommendations. Connect Pinecone with other apps via Latenode, bypassing complex coding and scaling easily with our pay-as-you-go pricing.
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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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See how Latenode works
FAQ Pinecone and Follow Up Boss
How can I connect my Pinecone account to Follow Up Boss using Latenode?
To connect your Pinecone account to Follow Up Boss on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Pinecone and click on "Connect".
- Authenticate your Pinecone and Follow Up Boss accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I enrich Follow Up Boss leads using Pinecone vector data?
Yes, using Latenode, you can enrich leads with AI-powered insights from Pinecone, making your follow-ups hyper-personalized. This improves conversion rates significantly.
What types of tasks can I perform by integrating Pinecone with Follow Up Boss?
Integrating Pinecone with Follow Up Boss allows you to perform various tasks, including:
- Automatically create personalized email campaigns.
- Trigger follow-up sequences based on lead similarity.
- Update contact details with AI-driven insights.
- Prioritize leads based on Pinecone's similarity scores.
- Send targeted SMS messages for improved engagement.
Can I use JavaScript code to customize data transformations?
Yes, Latenode allows embedding JavaScript code. This enables custom data transformations, unlocking advanced control over your workflows.
Are there any limitations to the Pinecone and Follow Up Boss integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex vector searches might require optimization.
- Rate limits on both APIs may affect large-scale workflows.
- Real-time data sync depends on API availability.