CRM

Follow Up Boss

Version 1.0 · Last updated 2026-08-10

Connect Follow Up Boss so your Unless AI agent already knows where a lead stands before it says a word.

This is a premium connector. See the pricing page for more information.

Context

Follow Up Boss is a CRM for real estate teams, built around converting and nurturing leads through to closing.

Connect it and Living Context reads those leads straight into every conversation your agent has, across acquisition, retention, expansion, and support - an agent that can see a lead has gone quiet since their last showing treats them differently than one submitting an inquiry form for the first time.

Buying, retention, and upsell signals your agent spots on your website and product route into Follow Up Boss tagged against that lead’s record, so the agent working it picks it up instead of it sitting unseen in a shared inbox.

Key benefits

Full context on every conversation: Your agent reads lead and deal data straight from Follow Up Boss, so a buyer or seller never has to explain their situation twice.
Signals that reach the agent working the lead: Buying, retention, and upsell signals spotted on your website and product route into Follow Up Boss tagged against that lead’s record, not into a shared queue nobody owns.

How does it work?

Living Context reads Follow Up Boss leads and deals to ground every conversation your agent has. Signals it spots on your website and product route into Follow Up Boss tagged against that lead’s record, for the agent working it to follow up.

Install instructions

Once at the Integrations tab of your Unless dashboard, you can select “Configure” for the Follow Up Boss integration. This will open a popup where you can connect your Follow Up Boss account and set up the integration.