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Becca
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Nekst is a transaction and workflow management platform built specifically for real estate professionals. It helps automate and organize the contract-to-close process after a lead becomes a client.

This integration allows Follow Up Boss users to:

  • Automatically sync contacts and deals between platforms
  • Auto-launch transaction workflows in Nekst when pipeline stages or tags are updated in FUB
  • View communication from Nekst within FUB as non-editable notes
  • Upload executed contracts to Nekst to automatically extract key information, including close dates, parties involved, and key deadlines
  • Keep transactions organized without manual data entry or spreadsheet chaos

     

How It Works 

The Nekst integration includes 3 major components:

Contact Syncing

  • Contacts created or updated in either platform sync bi-directionally
  • Name, email, and phone are kept up to date
  • Messages (emails/SMS) sent via Nekst show up as Notes in FUB

Contract Upload + Transaction Launch

  • Upload a purchase contract to Nekst
  • Our AI extracts transaction dates, parties, and terms
  • A transaction is automatically created in Nekst, and key details sync to a corresponding FUB Deal

Deal Syncing

  • Nekst pushes transactions into the FUB Deals pipeline
  • Field mapping syncs pricing, close dates, and status (e.g., Listed, Pending, Closed)
  • Status updates in Nekst update the Deal status in FUB

     

API Integration

Note: The integration must be completed by the FUB account owner.

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

2. Select Create API Key 

3. Name the API Key Nekst > Create API Key

4. Press Copy 

Note: The API key will be used in step 8. 

5. Log In to Nekst 

6. Go to Settings → Integrations → Applications

7. Click Set Up Connection next to Follow Up Boss

8. When prompted, paste in your FUB API key 

9. Click Connect — the integration status will show as "Active"

10. In Integration Settings, configure:

  • Contact sync rules
  • Syncing Transactions with FUB Pipelines & Stages
  • Field mapping for connecting Dates & Details into Deals
     

For more information about the Nekst integration configurations, check out the Nekst Help Center.

 

FAQs 

Does Nekst overwrite contact details in FUB?
Once you import contacts into Nekst from FUB or sync newly created contacts back into FUB, any changes made in either system will update the other. During the initial setup, if Nekst finds a similar record, you are given the option on which contact record should be treated as the primary record in Nekst. 
What happens if multiple contacts match during the sync? 
You’ll be prompted to choose which one to link, or you can create a new contact as long as the email address is unique.
Can I connect more than one FUB account? 
Not at this time. Only one Follow Up Boss account can be connected per Nekst workspace. 
I am not seeing new deals in FUB. Why?
To ensure new deals are synced to FUB, confirm that the transaction type is mapped to a pipeline in Nekst. 
Why didn't my contract upload extract data?
The contract needs to be in a PDF format and include legible key details (e.g., closing date, price). 

 

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