Follow Up Boss – Setup

Introduction

Follow Up Boss is a CRM system designed for real estate agents.

This guide explains how to setup Follow Up Boss for use with Cyclr, as well as how to install a Follow Up Boss Connector.

Setup & Authentication

Overview

Your customer’s setup:

  • Obtain an API Key from their Follow Up Boss account.

Remote Setup in Follow Up Boss – performed by your customer

Obtaining credentials:

  • Your customer should login to their Follow Up Boss front-end.
  • Then go to Admin then the API screen and obtain their unique API Key.

Cyclr Connector Installation

When installing a Follow Up Boss Connector, the following values is used:

PropertyDescription
API KeyYour customer’s Follow Up Boss API Key.