Embedded App: HomeStack

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Becca
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Your HomeStack-powered app integrates directly with your Follow Up Boss (FUB) CRM. When clients register in your app, their information is automatically sent to Follow Up Boss.

Leads are checked against your existing database. If no matching record exists, a new contact is created to help prevent duplicate entries.

In addition to contact details, HomeStack can log in-app activity directly to the Follow Up Boss contact record.

What information syncs

Contact data

When a client registers in your HomeStack app, the following information is sent to Follow Up Boss:

  • Name.
  • Email address.
  • Phone number.

If the contact already exists in Follow Up Boss, the system checks for a match before creating a new record.

App activity logged in Follow Up Boss

The integration logs the following HomeStack app activity as contact activity in Follow Up Boss:

  • Showing requests.
  • Viewed properties.
  • Favorited properties.
  • Notes on properties.
  • Saved searches.

This provides full visibility into your client’s search behavior directly inside their Follow Up Boss profile.

Before you begin

  • You must have an active Follow Up Boss account.
  • You must have admin access in Follow Up Boss to create an API key.
  • You must have access to your HomeStack dashboard.

The integration can be completed by the Follow Up Boss account owner for the entire team or by an individual agent.

Set up the API integration

Step 1: Create a Follow Up Boss API key

  1. Log in to Follow Up Boss.
  2. Go to Admin.
  3. Select API.
  4. Click Create API Key.
  5. Name the API key “HomeStack.”
  6. Click Create API Key.
  7. Click Copy to copy the API key.

Step 2: Add the API key to HomeStack

  1. Log in to your HomeStack dashboard.
  2. Go to the Integrations tab.
  3. Under the CRM Integration section, select Follow Up Boss.

  1. Paste your Follow Up Boss API key into the provided field.
  2. Click Update.

Once saved, new app registrations and activity will begin syncing into Follow Up Boss automatically.

Enable the HomeStack embedded app

You can enable the HomeStack dashboard widget inside Follow Up Boss.

  1. Log in to Follow Up Boss.
  2. Go to Admin.
  3. Select Integrations.

  1. Locate the HomeStack integration.

  1. Enable the HomeStack widget.

The widget only appears on contacts who:

  • Are currently in your HomeStack app.
  • Are assigned to you.

Two-way sync and auto nurture

Two-way sync and automated nurture must be configured through HomeStack.

To enable this setup, contact HomeStack support at support@homestack.com and request to be connected with an integration specialist.

Troubleshooting

The lead is not assigned properly

  • Confirm the email address used in HomeStack matches the email address in Follow Up Boss.
  • If you have agent seats in HomeStack that do not exist in Follow Up Boss, leads will default to your primary or default Follow Up Boss account.

Duplicate concerns

HomeStack checks incoming contacts against your existing Follow Up Boss database. If a matching record exists, a new contact will not be created.

Frequently asked questions

If I have a team, does each person need to set up their integration?

No. If you are the admin of your Follow Up Boss account, you only need to add the API key once under your HomeStack super admin account. The integration will apply to your entire team automatically.

If a HomeStack contact is assigned to a specific agent, will that reflect in Follow Up Boss?

Yes. The integration carries over the assigned agent information and ensures the contact is assigned accordingly in Follow Up Boss.

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