Use this article to set up and understand the ChatSpark integration with Follow Up Boss. This integration captures leads from AI conversations and automatically creates or updates them in Follow Up Boss.
Before you begin
- You must have access to your Follow Up Boss account.
- You must generate an API key.
- You must have access to your ChatSpark account.
How the integration works
ChatSpark connects to Follow Up Boss using the REST API with Basic Authentication. Your API key is used to authenticate requests. No OAuth flow is required.
This integration is primarily one-way:
- ChatSpark sends lead data to Follow Up Boss.
- ChatSpark reads limited contact data from Follow Up Boss for personalization.
What ChatSpark does
When connected, ChatSpark:
- Captures leads from website chat, Facebook, Instagram, WhatsApp, Telegram, and Slack.
- Creates leads automatically in Follow Up Boss using the Events API.
- Adds source attribution (for example, “Instagram via ChatSpark”).
- Includes an AI-generated summary of the conversation in the lead message.
- Attaches property details when available (MLS number, price, address, bedrooms, bathrooms, and square footage).
- Deduplicates leads automatically based on email.
- Triggers Follow Up Boss Action Plans, automations, and Lead Flow routing.
- Personalizes conversations for returning visitors using contact lookup.
What data syncs
ChatSpark sends the following data to Follow Up Boss:
- First name, last name, email, and phone.
- Source attribution.
- Event type (General Inquiry or Property Inquiry).
- Message with conversation summary.
- Property details when available.
- Assigned agent (optional).
- Buyer timeframe (optional).
ChatSpark reads the following data from Follow Up Boss:
- Name, email, and person ID.
- Stage, tags, and assigned agent.
- Last activity date.
No phone numbers are used for calling or texting. This is a data-only integration.
How to set up ChatSpark with Follow Up Boss
- Log in to your Follow Up Boss account.
- Go to Admin and then API.
- Select Create API Key.
- Copy your API key.
- Log in to your ChatSpark account at app.chatspark.io.
- Select AI Actions from the left menu.
- Find Follow Up Boss in the library and select Enable.
- Choose the AI agent from the dropdown.
- Paste your API key into the API Key field.
- (Optional) Enter an agent name in the Lead Assignment field. This must match exactly as it appears in Follow Up Boss.
- Select Test in Sandbox and confirm the connection is successful.
- Select Add Action to save.
The integration is now active. Leads captured through ChatSpark will automatically appear in Follow Up Boss.
How lead capture works
Lead capture flow
- A visitor interacts with your AI agent on any supported channel.
- The AI detects intent (for example, buying, selling, or requesting information).
- The AI collects contact details through a form or conversational prompts.
- The visitor submits their information.
- ChatSpark sends the lead to Follow Up Boss using the Events API.
- The lead is created or updated and routed through your existing workflows.
Contact lookup flow
- ChatSpark checks for existing contacts using the visitor’s email.
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If a match is found, the AI personalizes the conversation using existing data.
Troubleshooting
Invalid API key during setup
- Generate a new API key in Follow Up Boss under Admin > API.
- Ensure there are no extra spaces when pasting the key.
API key lacks permissions
- Confirm the API key has read and write access to People and Events.
- Generate a new key if needed.
Leads are not appearing in Follow Up Boss
- Check if the email already exists. Leads may be added as events to existing contacts.
- Verify the API key is active and has not been revoked.
Lead assignment is incorrect
- Ensure the agent name matches exactly in Follow Up Boss, including capitalization and spacing.
Buyer timeframe not updating
- Confirm the API key has write access to the People endpoint.
- Re-test the connection to refresh timeframe options.
Timeframe dropdown not showing
- Run Test in Sandbox again and confirm timeframes load successfully.
- Save the configuration again.
Placeholder or test emails are rejected
- Ensure the visitor provides a valid email address. Placeholder formats are blocked.
“Unable to submit your information” error
- Confirm your Follow Up Boss account is active.
- Verify the API key is valid.
- Check Follow Up Boss system status if the issue persists.
Contact support
- Visit the ChatSpark documentation.
- Explore additional resources: