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Becca
  • Updated

Overview

Use this article to connect Lofty with Follow Up Boss (FUB) and understand your integration options. Choose one integration method to ensure leads sync correctly and routing behaves as expected.

Before you begin

  • You must have active Lofty and Follow Up Boss accounts.
  • You need login access to both platforms.
  • Ensure you understand which integration method your team plans to use.

Important: While there are multiple ways to integrate Lofty with Follow Up Boss, you should only use one integration method at a time. Using multiple integrations can cause duplicate leads, routing conflicts, and inconsistent automation behavior.

Set up API integration (recommended)

Follow these steps to connect Lofty and Follow Up Boss using the API integration.

  1. Sign in to Lofty.
  2. Navigate to Settings, then select Lead Capture.
  3. Locate the Follow Up Boss integration and select Connect.
  4. Select your preferred two-way sync option:
    • Sync Follow Up Boss Leads: Syncs all leads created in FUB within the last two years into Lofty.
    • Sync Lofty Leads (recommended): Syncs all Lofty leads into FUB.
  5. Authenticate your Follow Up Boss account using OAuth.

Note: Only contacts assigned to you will sync. If you are not the assigned agent in FUB or Lofty, the contact will not sync.

What syncs between Lofty and Follow Up Boss

Automatically synced

Lead information:

  • Lead type, name, phone, email, tags, family members, and mailing address.
  • Buying and selling timeframe, and search criteria (price).

Communication logs:

  • Calls, texts, manual notes, and tasks (including type, description, due date, time, and assignee).

Transactions:

  • Name, type, stage, sales price, GCI, team revenue, agent revenue, close date, assigned agent, and contacts.

Manually synced

Lead pipeline:

  • If a lead is mapped to FUB, a FUB Stage field will appear.
  • When updating the pipeline in Lofty, you will be prompted to sync changes to FUB.

Other integration options

Lofty also supports additional integration methods:

  • Email parsing (Microsoft 365, GSuite, Gmail).
  • Zapier integration.
  • Follow Up Boss Pixel integration.

Important: Do not enable multiple integration methods simultaneously.

Why using multiple integrations causes issues

Each integration method is treated as a separate lead source in Follow Up Boss. This creates multiple Lead Flows, which can result in:

  • Duplicate automation: Leads may trigger multiple action plans and drip campaigns.
  • Routing conflicts: Assignments, action plans, and advanced routing rules must be manually duplicated across each Lead Flow.
  • Incorrect agent assignment: Leads may be routed to the wrong agent or interfere with features like First to Claim.
  • Duplicate notifications: Agents may receive multiple alerts for the same lead.

To avoid these issues, select a single integration method and fully configure it before using it in production.

If you don’t see the option

  1. Confirm you have the correct permissions in Lofty.
  2. Verify your account supports integrations.
  3. Contact your Lofty admin if the integration is managed at the team level.

Troubleshooting

  • Leads are not syncing: Confirm you are the assigned agent in both systems.
  • Duplicate leads or alerts: Check if multiple integrations are enabled and disable extras.
  • Missing pipeline updates: Ensure manual sync is completed when prompted.

Additional resources

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