Use Follow Up Boss with NimbleBrain.
Connect Follow Up Boss and just ask — no workflow to build. Follow Up Boss is the leading CRM for high-growth real estate businesses. The agent gets 40 actions, running under your own credentials.
Actions
Everything the agent can do in Follow Up Boss
40 actions
- Create call
- Create deals
- Create events
- Create groups
- Create ponds
- Create stage
- Create teams
- Delete deal
- Delete groups
- Delete pond
- Delete stage
- Delete teams
- Get call
- Get deal
- Get event
- Get groups
- Get identity
- Get me
- Get pipelines
- Get ponds
- Get smart list
- Get stage
- Get teams
- Get template
- Get user
- List calls
- List deals
- List events
- List groups
- List ponds
- List stages
- List teams
- List users
- List webhooks
- Update calls
- Update deals
- Update groups
- Update ponds
- Update stages
- Update teams
Getting connected
Three steps, and Follow Up Boss is reachable.
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Install it
Find Follow Up Boss in the directory inside your workspace and install it. No adapter for us to build first, no queue to join.
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Connect the account
Sign in at the vendor, or hand an admin credential over once. Tokens stay with the workspace or the person who owns them — never pooled, never copied to us.
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Ask for the work
The tools show up in front of the agent, under the same access wall as everything else. Describe the job in plain language, or put it on a schedule.
