Leadialer + Follow Up Boss Integration
Leadialer connects to Follow Up Boss with your FUB API key — no middleware. When Alex finishes a call, books an appointment, flags a warm lead, or a lead opts out, Leadialer creates or updates the person in Follow Up Boss and logs a note with the outcome, lead score, and summary.
What the Follow Up Boss integration does
If Follow Up Boss is your source of truth, an AI dialer that keeps its results somewhere else creates double work. This integration closes that gap: Alex — Leadialer's AI voice agent — works through your seller list, and every result is written back to the matching Follow Up Boss person the moment it happens. Your team opens FUB in the morning and sees exactly which leads answered, what they said, and who's booked.
The connection is direct — Leadialer calls the Follow Up Boss API with your key, so there's no Zapier subscription to maintain and nothing to babysit. Each event creates or updates the person (matched on name and phone), attaches a note describing what happened, and applies two tags: Leadialer, plus a per-event tag like leadialer:appointment.booked you can use to drive your own FUB automations.
What syncs
- Call completed — outcome, lead score, and AI summary as a note
- Appointment booked or rescheduled — date, time, and source
- Warm lead flagged — score and channel
- Opt-out (STOP) — so your FUB campaigns stop texting them too
Setup
- 1In Follow Up Boss, go to Admin → API and create an API key.
- 2In Leadialer, open Profile → CRM Integrations → Native CRM Connections → Follow Up Boss.
- 3Paste the key and click Verify & connect. Leadialer validates it live before saving.
Field mappings
- Lead first + last name → Follow Up Boss person firstName / lastName
- Lead phone → the person's phone list
- Event summary (outcome, lead score, AI call summary, or booking details) → a note on the person
- Source and system are set to Leadialer, so you always know where an update came from
- Tags: Leadialer plus a per-event tag (e.g. leadialer:call.completed, leadialer:appointment.booked)
Events Leadialer sends
call.completedLogs a note with the call outcome, lead score, and the AI's summary of the conversation.
appointment.bookedLogs a note with the appointment date and time in your timezone, and whether it was a reschedule.
lead.warmLogs a note with the lead score and the channel (call or text) that warmed them up.
lead.opted_outLogs a note marking the STOP request so your FUB drips can be shut off too.
Frequently asked questions
Do I need Zapier to connect Follow Up Boss?
No. This is a native connector — Leadialer talks to the Follow Up Boss API directly with the API key you paste in. Zapier remains an option for custom flows, but it isn't required.
What happens if Follow Up Boss is down or the key expires?
Nothing stops. Calling and texting continue normally — CRM pushes are best-effort and never block the dialer. Reconnect with a fresh key and new events resume flowing.
Can Leadialer pull my leads out of Follow Up Boss automatically?
The native connector pushes results into FUB. To send leads the other way, use a FUB automation or Zapier to POST them to Leadialer's /api/v1/leads endpoint, or export and import a CSV.
Which Follow Up Boss accounts can connect?
Any account that can create an API key under Admin → API. If you don't see that menu, ask your FUB account owner for access.