Integration Types
API
Email
Zapier
Follow Up Boss Pixel
Connect Brokermint and Follow Up Boss to manage your leads, clients, and transactions in one place while eliminating double entry and most importantly saving your time!
API Integration
- Create a Follow Up Boss API Key by going to Admin > API
- Select Create API Key
- Name the API Key Brokermint > Create API Key
- Press Copy
- Log In to Brokermint
- On the left-hand side, navigate to User > Add-ons > Follow Up Boss
- Click Get Started
- Paste the API Key copied from Follow Up Boss > Connect
- Move the toggle for syncing
- OFF - Pull contacts from Follow Up Boss to Brokermint Contacts into Brokermint
- ON - Pull deals from Follow Up Boss as incoming transactions in Brokermint
- ON - Push Brokermint transactions data to Follow Up Boss as deals
FAQs
How does the integration work?
The current Brokermint and Follow Up Boss deals integration works in 2 directions:
- When a deal is created in Follow Up Boss, it will sync to Brokermint's back office as an incoming transaction.
- When a transaction is created in Brokermint, the deal will be added to Follow Up Boss. The sync works every 2-5 minutes after the updated transaction.
What information can be synced from the FUB integration?
- Sync Follow Up Boss contacts, leads, and clients to the back office
- Sync transactions from Brokermint into FUB as deals
- When a deal is created in Follow Up Boss, it creates an incoming transaction in Brokermint
- Both Agent and Source are pulled from FUB to Brokermint as Contacts
- Any CRM recorded changes in Follow Up Boss will always be synced to the back office
- Custom field mapping between both systems
Additional Resources
For additional information, check out Brokermint's help article.
Questions? Contact support@brokermint.com or schedule a live demo with Brokermint.