The REDX integration with Follow Up Boss makes it easy for real estate agents to sync verified leads directly from their REDX Vortex platform into their Follow Up Boss CRM. Once connected using an API key, agents can send qualified contacts - including verified names and phone numbers - from Vortex into Follow Up Boss with just a click. After syncing, agents can immediately assign lead stages and tags, allowing for more organized follow-up and efficient pipeline management. This seamless integration helps agents save time, stay organized, and follow up faster, all while centralizing their lead management into one system.

API Integration

1. Create a Follow Up Boss API Key by going to Admin > API

2. Select Create API Key 

3. Name the API Key REDX > Create API Key

4. Press Copy 

Note: This will be used in step 9 

5. Log In to Vortex

6. Click your Name in the upper right-hand corner > Account Settings

7. On the left-hand side, click Integrations 

Note: If you're on a Team in Vortex, your Team Owner/Admin will see two tabs at the top of the Integrations page: "My Integrations" and "Team Integrations."

8. Find Follow Up Boss and click Connect

9. Paste the FUB API Key generated in step 4 > Connect 

Note: Your Follow Up Boss account is now successfully connected to Vortex, with a green "Connected" bubble within the Follow Up Boss tile verifying this connection.

Sending Leads to FUB 

To send a lead to Follow Up Boss, you must have added and verified at least one name and phone number of the contact.

1. To verify a name and phone number, click on one of your leads and click the Add to Contact button next to each piece of information you know is correct.

2. Once the information is verified, the + Add to Follow Up boss button will appear. Select that button to sync the contact to Follow Up Boss.

Note: You MUST confirm at least one name and one phone number in order to see the "+ Add to Follow Up Boss" button. You may do this by clicking the "Add to Contact" button next to their information.

3. Once that contact has been added to Follow Up Boss, you will have the option to add Stages and Tags that will reflect on the Follow Up Boss platform. Click + Stage/Tags.

4. The Stages dropdown will show a list of existing FUB stages. Select the Stage from the drop-down menu to which you wish to move this contact. You also have the option to create a Tag that will be imported into the Follow Up Boss. Enter the name of the Tag you wish to apply to this contact. Make sure to click Save to save these changes.

Note: Tag names must match exactly. For example, if you enter the tag "Hot Lead" and the tag in Follow Up Boss is "hot lead," Vortex will import it as a new tag.