Connect CallAction to Follow Up Boss API

Save hours of data-entry when using the Follow Up Boss embedded app by inserting the Follow Up Boss API key into CallAction integrations. All activity in call, text, notes in CallAction are synced into Follow Up Boss CRM.

Follow Up Boss API Integration Steps

This will take about 3 mins to complete assuming you already have a CallAction account. If not, signup for a free trial of CallAction.

  • Get Your Follow Up Boss API Key

  • Insert FUB API Key into CallAction

How to Find the Follow Up Boss API Key

  1. Login to your Follow Up Boss

  2. Click Admin

  3. Click More

  4. Click API

  5. Copy your FollowUp Boss API key

Next, you will insert the FUB API key into CallAction

Paste Follow Up Boss API key into CallAction

  1. Login to CallAction

  2. Click on your Profile on top right

  3. Click on Integrations

  4. Click on Follow Up Boss

  5. Paste your FUB API key

  6. Click Save

Optional Follow Up Boss API Settings

If you have specific CallAction numbers that you do not want to sync into FUB, you can turn OFF the API integration at the phone number level.

  1. Go to each of your CallAction Phone Numbers

  2. Click Manage of the number

  3. Click on Integrations

  4. Toggle ON / OFF the Follow Up Boss API

  5. Click Save

Now, all text messages or drip campaigns sent via the CallAction embedded app are synced in notes in Follow Up Boss in real-time.

Start a Free Trial of CallAction Text Messaging App for Follow Up Boss

Interested in adding text messaging to your Follow Up Boss CRM? Set up a free trial in less than 8 mins to embed CallAction directly into Follow Up Boss.

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