Rechat is a modern real estate platform that connects design, marketing, sales, and transaction tools into one unified system. When integrated with Follow Up Boss, agents and teams can sync contacts and activity between both platforms—eliminating double entry and keeping data aligned.

This integration is two-way, meaning updates made in either system reflect in the other.

What data syncs between Rechat and Follow Up Boss?

The integration syncs the following data:

• Contacts, including names, email addresses, and phone numbers.
• Activity, including tasks, notes, emails, and calls.
• Lead source.
• Tags.

Changes made in Rechat will update in Follow Up Boss, and changes made in Follow Up Boss will update in Rechat.

How it works

Once connected:

• Contacts automatically sync between both systems.
• Contact activity stays aligned across platforms.
• Agents can continue using Follow Up Boss as their CRM.
• Rechat can be used for marketing, AI automation, email campaigns, listing management, and transaction workflows.

Rechat complements Follow Up Boss by expanding your marketing and productivity capabilities while keeping your CRM data centralized.

Video walkthroughs

Use the videos below for a step-by-step overview of how the integration works:

• How to sync between Follow Up Boss and Rechat.
• Two-way contact integration overview.
• Email campaign sync overview.

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Before you begin

• You must have an active Rechat account.
• You must have an active Follow Up Boss account.
• Ensure you have your Follow Up Boss login credentials available.

No data migration is required.

Set up the API integration

Follow these steps to connect your accounts:

1. Log in to your Rechat account.
2. Go to Settings.
3. Select Integrations.
4. Click Connect Follow Up Boss.

5. Enter your Follow Up Boss credentials.

6. Approve access to authorize the connection.

Once authorized, the two-way sync begins automatically.

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Frequently asked questions

How does Rechat integrate with Follow Up Boss?

After connecting your accounts:

• Contacts sync automatically between platforms.
• Activity data syncs in both directions.
• Agents can continue using Follow Up Boss as their CRM.
• Rechat enhances marketing, automation, and listing management.

There is no need for duplicate entry, and updates in either system remain aligned.

Does Rechat replace Follow Up Boss?

No. Rechat is designed to complement Follow Up Boss, not replace it. Follow Up Boss remains your CRM, while Rechat serves as your marketing, design, AI, and operations platform.

How long does setup take?

Setup typically takes just a few minutes. No data migration is required.

Is the integration secure?

Yes. The integration uses secure API connections and OAuth 2.0 authentication to ensure data is exchanged safely between Rechat and Follow Up Boss. Data is only shared within the authorized connection.