Connecting to Follow Up Boss (API)

How do I connect my Follow Up Boss to Verse.io?

Daniel Levy avatar
Written by Daniel Levy
Updated over a week ago

*Please note: You will need to be the Owner of the Follow Up Boss account. Otherwise, the API integration will not work. If you are not the owner of the account - or if you do not want our Concierge team receiving all leads, account-wide, please reach out to our Success Team at support@Verse.io.

Please follow the steps below:

Step 1. Sign into your owner account on Follow Up Boss here.

Step 2. Select the "Admin" tab.

Step 3. Click the "More" tab as shown in the picture below, and retrieve your code under the "API" tab.

Step 4. Copy your API Key and put it into your Verse.io Dashboard under the "Connections" tab.

Step 5. Next, we want to submit a test lead to ensure we are properly connected. Click the "People" tab on your FUB dashboard.

Step 6. Next, click the "add person icon" on the right-hand side.

Step 7. Please enter in fake lead information, and then select "Add Person." You should now see this lead on your Verse.io dashboard.

Final Step: Our API connection to Follow Up Boss allows you to block leads based on the source name. If you’d like Verse.io to receive and work only certain lead sources, you can modify those settings in your Verse.io Dashboard under the "Connections" tab.

Once you have completed these steps, you're good to go. If you have questions about this API connection, please contact our Success team at support@Verse.io!

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