Do I need to know how to code?

No. You describe the workflow in plain English—something like "when a new Zillow lead arrives in Gmail, create a contact in Follow Up Boss and assign a follow-up task." Twin builds and runs the agent from that description.

Can my Follow Up Boss agent run on a schedule?

Yes. Agents can run on a recurring schedule—hourly, daily, or at whatever cadence fits your workflow. You can also trigger them manually or in response to an event like an incoming email.

Which Follow Up Boss objects can Twin read and write?

Twin can work with contacts, companies, deals, lead status, pipeline stage, tasks, notes, owners, and segments—the core entities exposed through the Follow Up Boss API and interface.

What other tools can Twin connect alongside Follow Up Boss?

The most common pairings are Gmail and Google Sheets. Agents can also connect Twilio for SMS, Perplexity for research, and other tools depending on the workflow you describe.

Which Follow Up Boss agents in the Twin community can I clone?

Scroll up to the Follow Up Boss agents grid — every card shows usage stats, so you can clone the one with the closest fit and adapt it from there. Cloning is faster than starting empty and the agent comes pre-wired to Follow Up Boss.

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.

Automate Follow Up Boss Browse 33 Follow Up Boss agents

Integration guide

How Twin uses Follow Up Boss inside repeatable agent workflows

Twin treats Follow Up Boss as part of a larger workflow, not as an isolated connector. An agent can read the relevant records, combine them with context from other tools, decide what needs to happen next, and report the finished work back to the team.

The page below shows the practical automation patterns for Follow Up Boss: what the agent can monitor, which actions it can take, and how the workflow stays observable when it runs on a schedule.

Common starting points include crm automation, lead enrichment, sales prospecting. Each example is designed to become a reusable agent, so teams can start from a narrow job and expand it as the process matures.

Twin is most useful when 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.

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

Connect via OAuth

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

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.

Follow Up Boss agents from the community

33 community-built agents touch Follow Up Boss. The most-run ones are below — clone any of them in one click.

AI employee

Probate Lead Hunter

Trigger daily at the configured time and pull the list of target counties

Scrape each county docket and legal-notice source for filings posted since the last run

Parse filing PDFs with Twin AI to extract decedent, executor, attorney, case number, and filing date

Skip-trace each executor for phone and email using embedded enrich_property action property_skip_trace

Load the historical leads sheet and dedupe by case number and executor name

+3 more steps

141 Uses

AI employee

Foreclosure Flip Deal Hunter

Pull target markets, price ceilings, rehab budget, and fixer keywords from the configured fields

Scrape Realtor.com listings in each target market matching keywords and price range

Scrape county sheriff-sale, foreclosure-auction, and tax-sale portals serving each market

Enrich each candidate with comps, ARV estimate, rehab estimate, and lien/ownership signals

Apply the 70% rule and grade A/B/C against margin, condition, and exit strategy

+3 more steps

58 Uses

AI employee

Real Estate Content Composer

Query the agent database for the last 30 days of used angles, hooks, and neighborhoods

Run parallel web searches for local market stats and local economic or community news

Pick a fresh angle that hasn't been used recently and choose a target audience for each post

Generate platform-specific drafts with a hook, 2-3 data points woven in, and a clear takeaway

Append drafts to the Google Sheet with date, platform, hook, body, hashtags, and sources

+2 more steps

82 Uses

AI employee

R2SA Deal Hunter

Read configured cities, rent ceiling, property types, occupancy, operating cost percentage and profit threshold

Scrape long-term rental listings on each portal for each city, filtered by rent ceiling and property type

Normalize listings to a common shape and dedupe against the agent database of previously seen URLs

For each new listing, fetch Airbnb comparables for the same neighbourhood and bedroom count to estimate average daily rate

Compute estimated monthly gross revenue, deduct rent and operating costs, and derive monthly net profit

+3 more steps

14 Uses

AI employee

Cash Buyer Deed Sourcer

At the configured run time, list every county recorder portal mapped to the target ZIP codes and load the date-filtered deed search for the lookback window

For each deed result, scrape buyer name, seller name, sale price, sale date, parcel address, deed type, and whether a mortgage was recorded on the same date

Drop any deed that has a concurrent mortgage filing or a sale price below the minimum, and drop property types not on the allowed list

Group remaining deeds by normalized buyer key (entity name + mailing address) and compute purchase count over the last 24 months from county records

Drop buyers below the minimum purchase-count threshold and check each remaining buyer key against the agent deduplication database

+2 more steps

18 Uses

AI employee

Skip Trace Operator

On the configured cadence, opens the source spreadsheet and reads the lead rows tab

Filters to rows where the processed flag is empty AND either phone or email is blank

Caps the work queue at the daily row limit to control enrichment cost

For each address in the queue, calls the skip-trace provider with street, city, state, and zip

Parses the response for owner phone, email, and confidence; flags low-confidence matches for review

+3 more steps

13 Uses

AI employee

Housing Intent Hunter

At the scheduled time, pull fresh posts from the configured subreddits, hashtags, and Bluesky tags

Twin AI scores each post for genuine housing intent, market fit, and seeker profile match

Filter against the Agent Database to skip anyone surfaced in the last 30 days

Append qualified leads to the destination spreadsheet with platform, handle, post URL, snippet, and score

Sync high-confidence leads into the connected CRM as new contacts when configured

+1 more step

21 Uses

AI employee

Motivated Seller Signal Hunter

Runs on the chosen scan cadence (defaults to twice daily)

For each target county and property type, scrapes the connected listing sources and pulls fresh listings posted since the last successful run

Extracts title, description, price, address, contact info if public, posting date, and source URL

Runs urgency keyword detection across title + description and assigns a 1-5 score based on signal density and severity

Drops listings below the minimum urgency threshold

+3 more steps

100 Uses

AI employee

FSBO Mandate Hunter

On schedule, load the list of FSBO source portals and the active region filters

Scrape each portal in parallel, retrying once on transient failure and skipping the source if it stays broken

Parse each listing page to extract structured fields and normalize phone numbers

Look up each listing in the agent state table and drop owners seen within the dedupe window

Filter survivors by property type, price band, and minimum surface area

+3 more steps

7 Uses

See all Follow Up Boss agents

Common Follow Up Boss use cases

Patterns that show up across the Twin community — start from one and adapt it.

CRM automation

Update records, create tasks, and keep pipelines current.

See use case

Lead enrichment

Turn sparse lead records into usable context for outreach.

See use case

Sales prospecting

Find, enrich, and prioritize prospects from web and app data.

See use case

Build with more than Follow Up Boss

These related integration pages give crawlers and readers another path through the automation catalog. They connect Follow Up Boss to nearby apps, categories, and paired workflows that teams often evaluate together.

See all integrations