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Integration

Automate Follow Up Boss

Describe a workflow in plain English—Twin builds an agent that pulls leads, updates contact records, creates tasks, and keeps your pipeline current.

What you can do with Follow Up Boss

Real Follow Up Boss workflows the Twin community runs every day, ready for you to clone.

  • Enrich new leads and update contact records

    Pull incoming leads from Follow Up Boss and write enriched data—property info, phone, email—back to each contact record automatically.

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  • Route Zillow and inbound leads

    Monitor Gmail for incoming lead emails, extract contact details, filter out rentals, and create the right contact in Follow Up Boss.

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  • Create and assign follow-up tasks

    After updating a contact, the agent creates a task in Follow Up Boss with a due date and assigns it to the correct owner based on pipeline stage.

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  • Classify reply emails and trigger CRM actions

    Read outreach replies from Gmail, classify intent, then update lead status or notes in Follow Up Boss to reflect the response.

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  • Export appointments and sync to Google Sheets

    Pull scheduled appointments out of Follow Up Boss and write them to a Google Sheet for reporting or handoff to other teams.

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  • Debug and verify webhook configuration

    Use the Follow Up Boss API to list active webhooks, check callback URLs, and confirm webhook IDs are still firing for new lead events.

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How it works

Three steps from idea to a running Follow Up Boss agent.

  1. 1

    Connect via OAuth

    Sign in to Follow Up Boss once. Twin securely manages the connection and handles token refreshes for you.

  2. 2

    Describe the workflow

    Tell Twin in plain English what you want done in Follow Up Boss. The agent figures out the API calls itself.

  3. 3

    Twin builds and runs

    Twin assembles the agent, runs it on demand or on a schedule, and adapts when Follow Up Boss responds in unexpected ways.

Why Twin for Follow Up Boss

What makes Twin a better fit than a generic automation tool.

Manual copying creates stale data

Copying lead details between Gmail, spreadsheets, and Follow Up Boss by hand introduces lag. By the time a record is updated, the lead has already gone cold. Twin agents handle the transfer the moment a lead arrives.

Repeatable workflows, not one-off scripts

Real estate teams need the same steps to run every time a lead comes in—extract, enrich, assign, task. Twin turns that sequence into a durable agent that runs consistently without babysitting.

API access where it exists, browser where it doesn't

Follow Up Boss workflows may require API calls or browser-level interaction depending on what's connected. Twin uses the available method and falls back to browser steps when structured API access is limited.

Frequently asked questions

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