Use this article to connect Trackxi to Follow Up Boss and streamline your transaction management workflow. Trackxi is an AI-powered transaction management platform for real estate professionals. When integrated with Follow Up Boss, it helps agents move from lead to close faster and more efficiently.

Together, Trackxi and Follow Up Boss reduce administrative work, improve collaboration, and support a better client experience.

What this integration offers

• Two-way, real-time sync of contacts, transaction updates, and task data.
• The ability to create and manage Trackxi transactions directly within Follow Up Boss.
• A unified view of transaction status, tasks, pricing, and commission.
• Less manual work and fewer platform switches.

Before you begin

• You must have an active Trackxi account.
• You must have Admin access in Follow Up Boss to generate an API key and enable embedded apps.

Step 1: Create your Trackxi account

1. Go to Trackxi.com.
2. Log in to your existing account, or create and log in to your free trial account.

Step 2: Navigate to the integration section in Trackxi

1. In Trackxi, go to Settings.
2. Select Integration.
3. Choose Follow Up Boss from the list of available integrations.

Step 3: Create an API key in Follow Up Boss

1. Log in to Follow Up Boss.
2. Go to Admin.
3. Select Integrations.
4. Click API Keys.
5. Select Create API Key.
6. Enter Trackxi as the name.
7. Generate and copy the API key.

If you need help locating your API key, refer to the API key guide in the Help Center.

Step 4: Set and save your integration preferences in Trackxi

In Trackxi, configure your preferences:

• Automatically Sync All Contacts: Sync new contacts added in Follow Up Boss to Trackxi automatically.
• Automatically Sync All Tags: Import and organize all Follow Up Boss contact tags in Trackxi.

Save your settings to activate syncing.

Step 5: Enable the embedded Trackxi app in Follow Up Boss

1. In Follow Up Boss, go to Admin.
2. Select Integrations.
3. Click Embedded Apps.
4. Find Trackxi.
5. Click Enable.

This activates the embedded Trackxi app inside your CRM.

Step 6: Start using the integration

Once setup is complete:

• View and manage Trackxi transaction details directly within Follow Up Boss.
• Access real-time, two-way synced data between both platforms.
• Monitor transaction status, tasks, pricing, and commission from one place.

What data syncs

Follow Up Boss to Trackxi

Trackxi imports key contact details, including:

• First name, middle name, and last name.
• Email.
• Phone number.
• Address.
• Website.
• Tags.
• Birthday.
• Home anniversary.

Trackxi to Follow Up Boss

• Transaction updates.
• Task data.
• Status changes tied to synced records.

Note: Trackxi does not currently support syncing newly created Trackxi contacts back into Follow Up Boss.

Troubleshooting common issues

API key errors.
Confirm the API key is correct and active in Follow Up Boss. If needed, regenerate the key and update it in Trackxi.

Connection validation fails.
Check that third-party integrations are allowed in Follow Up Boss and confirm Trackxi has permission to access your account.

Data sync delays.
Review your Trackxi sync settings and confirm automatic updates are enabled.

FAQ

What data in Follow Up Boss will be available in Trackxi contacts?
Trackxi imports first name, middle name, last name, email, phone number, address, website, tags, birthday, and home anniversary.

Can Trackxi contacts sync back to Follow Up Boss?
No. Trackxi does not currently support syncing new contacts back to Follow Up Boss.

How can agents or teams use imported contacts in Trackxi?
Imported contacts can be used to auto-populate fields when creating prospects. They can also be added as parties to buyer, seller, or listing transactions within Trackxi.

Contact support

If you need additional assistance:

• Email Support@Trackxi.com.
• Call or text 503-272-1071.