Follow Up Boss
for LuumenAI
Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
Operate Follow Up Boss from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Follow Up Boss toolbox
111 tools: 55 read, 56 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet AppointmentRetrieve an appointment by its ID.
- ReadGet Appointment OutcomeRetrieve an appointment outcome by ID.
- ReadGet Appointment TypeRetrieve an appointment type by ID.
- ReadGet CallRetrieve a call by its ID from Follow Up Boss.
- ReadGet DealRetrieve a deal by its ID from Follow Up Boss.
- ReadGet Deal Custom FieldRetrieve a deal custom field by its ID from Follow Up Boss.
- ReadGet EventRetrieve a single event by its ID from Follow Up Boss.
- ReadGet GroupRetrieve a group by its ID from Follow Up Boss.
- ReadGet IdentityRetrieve identity and authentication information from Follow Up Boss.
- ReadGet MeRetrieve information about the currently authenticated user.
- ReadGet People RelationshipRetrieve a people relationship by its ID from Follow Up Boss.
- ReadGet PersonRetrieve one Follow Up Boss person by numeric ID.
- ReadGet PipelineRetrieve a pipeline by its ID from Follow Up Boss.
- ReadGet PondsRetrieve a pond by its ID from Follow Up Boss.
- ReadGet Smart ListRetrieve a Smart List by its ID from Follow Up Boss.
- ReadGet StageRetrieve a stage by its ID from Follow Up Boss.
- ReadGet TaskRetrieve one Follow Up Boss task by numeric ID.
- ReadGet TeamRetrieve a team by its ID from Follow Up Boss.
- ReadGet TemplateRetrieve an email template by its ID from Follow Up Boss.
- ReadGet Text MessageRetrieve a text message by its ID from Follow Up Boss.
- ReadGet Text Message TemplateRetrieve a text message template by its ID from Follow Up Boss.
- ReadGet UserRetrieve a user by its ID from Follow Up Boss.
- ReadList Action PlansGet a list of Action Plans from Follow Up Boss.
- ReadList Action Plans PeopleList Action Plans applied to a particular person or list people on a particular Action Plan.
- ReadList Appointment OutcomesList all appointment outcomes from Follow Up Boss.
- ReadList AppointmentsSearch for appointments in Follow Up Boss.
- ReadList Appointment TypesList all appointment types from Follow Up Boss.
- ReadList CallsSearch for calls in Follow Up Boss.
- ReadList Custom FieldsList all custom fields in Follow Up Boss.
- ReadList Deal Custom FieldsList all deal custom fields in Follow Up Boss.
- ReadList DealsSearch for and list deals from Follow Up Boss.
- ReadList Email Marketing CampaignsList email marketing campaigns from Follow Up Boss.
- ReadList Email Marketing EventsRetrieve email marketing events from Follow Up Boss.
- ReadList EventsSearch for and list events from Follow Up Boss.
- ReadList GroupsList all groups from Follow Up Boss.
- ReadList Groups Round RobinList groups with round-robin data from Follow Up Boss.
- ReadList Inbox AppsList all inbox app installations from Follow Up Boss.
- ReadList NotesList Follow Up Boss notes using person, time-window, and sort filters.
- ReadList PeopleSearch and list Follow Up Boss people using contact and CRM filters.
- ReadList People RelationshipsList all people relationships from Follow Up Boss.
- ReadList PipelinesSearch for pipelines in Follow Up Boss.
- ReadList PondsList all ponds from Follow Up Boss.
- ReadList Smart ListsList Smart Lists from Follow Up Boss.
- ReadList StagesRetrieve a list of stages from Follow Up Boss.
- ReadList TasksList Follow Up Boss tasks using assignee, due-date, and task filters.
- ReadList Team InboxesList all shared team inboxes from Follow Up Boss.
- ReadList TeamsGet a list of teams from Follow Up Boss.
- ReadList TemplatesList all email templates from Follow Up Boss.
- ReadList Text MessagesList text messages for a person or phone number from Follow Up Boss.
- ReadList Text Message TemplatesList all text message templates from Follow Up Boss.
- ReadList TimeframesGet a list of timeframes from Follow Up Boss.
- ReadList UsersSearch for and list users from Follow Up Boss.
- ReadList WebhooksRetrieve a list of webhooks from Follow Up Boss.
- ReadMerge TemplateMerge an email template with person data using Follow Up Boss API.
- ReadMerge Text Message TemplateMerge a text message template with person data.
- WriteApply Action Plan to PersonApply an Action Plan to a person in Follow Up Boss. Approval by default
- WriteCreate AppointmentCreate a new appointment in Follow Up Boss. Approval by default
- WriteCreate appointment outcomeCreate an appointment outcome in Follow Up Boss. Approval by default
- WriteCreate Appointment TypeCreate a new appointment type in Follow Up Boss. Approval by default
- WriteCreate CallAdd a call record to Follow Up Boss. Approval by default
- WriteCreate Custom FieldCreate a custom field in Follow Up Boss. Approval by default
- WriteCreate Deal Custom FieldCreate a custom field for deals in Follow Up Boss. Approval by default
- WriteCreate DealCreate a new deal in Follow Up Boss. Approval by default
- WriteCreate Email Marketing CampaignCreate an email marketing campaign in Follow Up Boss. Approval by default
- WriteCreate Email Marketing EventsNotify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Approval by default
- WriteCreate EventsSend in a lead or an event related to a lead in Follow Up Boss. Approval by default
- WriteCreate GroupCreate a new Follow Up Boss group with specified members and distribution settings. Approval by default
- WriteCreate NoteCreate a note attached to one Follow Up Boss person and return the created record. Approval by default
- WriteCreate PersonManually create a CRM person without running lead-ingestion automations. Approval by default
- WriteCreate PipelineCreate a new pipeline in Follow Up Boss. Approval by default
- WriteCreate PondsCreate a new pond in Follow Up Boss. Approval by default
- WriteCreate ReactionsAdd a reaction (emoji) to a Note, Call, or ThreadedReply. Approval by default
- WriteCreate StageCreate a new stage in Follow Up Boss. Approval by default
- WriteCreate TaskCreate a Follow Up Boss task for a person and assign it by user ID or full name. Approval by default
- WriteCreate TeamCreate a new team in Follow Up Boss. Approval by default
- WriteCreate email templateCreate a new email template in Follow Up Boss. Approval by default
- WriteCreate Text Message TemplateCreate a text message template in Follow Up Boss. Approval by default
- WriteDelete AppointmentDelete an appointment by ID. Approval by default
- WriteDelete Appointment OutcomeDelete an appointment outcome by ID. Approval by default
- WriteDelete Appointment TypeDelete an appointment type by its ID. Approval by default
- WriteDelete Custom FieldDelete a custom field by its ID. Approval by default
- WriteDelete DealDelete a deal by its ID. Approval by default
- WriteDelete Deal Custom FieldDelete a deal custom field by ID. Approval by default
- WriteDelete GroupDelete a group by its ID. Approval by default
- WriteDelete People RelationshipDelete a people relationship by ID in Follow Up Boss. Approval by default
- WriteDelete PipelineDelete a pipeline by its ID from Follow Up Boss. Approval by default
- WriteDelete PondDelete a pond by its ID. Approval by default
- WriteDelete StageDelete a Follow Up Boss stage by ID. Approval by default
- WriteDelete TaskPermanently delete one Follow Up Boss task by numeric ID. Approval by default
- WriteDelete TeamDelete a team by its ID. Approval by default
- WriteDelete text message templateDelete a text message template by ID. Approval by default
- WriteUpdate Action Plan People StatusUpdate the status of an Action Plan to Person relationship in Follow Up Boss. Approval by default
- WriteUpdate AppointmentUpdate an existing appointment in Follow Up Boss. Approval by default
- WriteUpdate appointment outcomeUpdate an existing appointment outcome in Follow Up Boss. Approval by default
- WriteUpdate Appointment TypeUpdate an existing appointment type in Follow Up Boss. Approval by default
- WriteUpdate CallUpdate an existing call record in Follow Up Boss. Approval by default
- WriteUpdate Custom FieldsUpdate an existing custom field in Follow Up Boss by its ID. Approval by default
- WriteUpdate Deal Custom FieldsUpdate an existing deal custom field in Follow Up Boss. Approval by default
- WriteUpdate DealUpdate an existing deal in Follow Up Boss. Approval by default
- WriteUpdate Email Marketing CampaignUpdate an existing email marketing campaign in Follow Up Boss. Approval by default
- WriteUpdate GroupUpdate an existing Follow Up Boss group with modified members and distribution settings. Approval by default
- WriteUpdate NoteUpdate a Follow Up Boss note and return the complete updated record. Approval by default
- WriteUpdate People RelationshipsUpdate details of a specific people relationship in Follow Up Boss. Approval by default
- WriteUpdate PersonUpdate a person's first name, contacted state, tags, complete email or phone lists, or custom fields. Approval by default
- WriteUpdate PipelineUpdate an existing pipeline in Follow Up Boss. Approval by default
- WriteUpdate PondsUpdate an existing pond in Follow Up Boss. Approval by default
- WriteUpdate StageUpdate an existing stage in Follow Up Boss. Approval by default
- WriteUpdate TaskUpdate assignment, person, name, type, or completion state on one Follow Up Boss task. Approval by default
- WriteUpdate TeamUpdate an existing team in Follow Up Boss. Approval by default
- WriteUpdate email templateUpdate an existing email template in Follow Up Boss. Approval by default
- WriteUpdate Text Message TemplateUpdate an existing text message template in Follow Up Boss. Approval by default
Questions
How does LuumenAI connect to Follow Up Boss?
Authorize once with API token. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Follow Up Boss on its own?
Read actions answer immediately. Anything that writes — apply action plan to person, create appointment, create appointment outcome, create appointment type, and more — is shown as a plan and requires approval by default, including the 14 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Follow Up Boss — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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SAP SuccessFactorsJobs, queues, and records in SAP SuccessFactors without a second console.Put Follow Up Boss to work with Luumen
Connect in minutes. Every action scoped, approved, and audited from day one.