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
- Login to your Follow Up Boss
- Click Admin
- Click More
- Click API
- Copy your FollowUp Boss API key
Next, you will insert the FUB API key into CallAction
Paste Follow Up Boss API key into CallAction
- Login to CallAction
- Click on your Profile on top right
- Click on Integrations
- Click on Follow Up Boss
- Paste your FUB API key
- 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.
- Go to each of your CallAction Phone Numbers
- Click Manage of the number
- Click on Integrations
- Toggle ON / OFF the Follow Up Boss API
- 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
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