BrokerBlocks connects directly to Follow Up Boss to automatically import and sync your leads. Once connected, your account updates every hour — so you can focus on follow-ups, not data management. Here's how to confirm your connection and how import settings control what appears in your account.
🔑 Before You Start — Get Your Follow Up Boss API Key
To connect BrokerBlocks to Follow Up Boss, you'll need your Follow Up Boss API key. This must be generated by the FUB account owner.
Important: API keys give access to your Follow Up Boss account — keep them safe just like your password.
✅ Confirm Your Follow Up Boss Connection
To verify that BrokerBlocks is properly connected to your Follow Up Boss account:
From your BrokerBlocks Dashboard, click CRM in the upper-right corner
In the Import from Follow Up Boss window, confirm your FUB account login email is displayed
Look for the confirmation message indicating your account is successfully connected
If your email is visible and the connection is confirmed, your Follow Up Boss integration is active and leads will begin importing automatically.
⚠️ If Your Account Is Not Connected
If you don't see a successful connection message, verify that the correct Follow Up Boss login email is being used:
Log in to Follow Up Boss
Click your profile icon in the upper-right corner and select My Settings
Locate and confirm your login email address
Return to BrokerBlocks, update the email in CRM settings if needed, and click Import Leads
Note: Your BrokerBlocks login email and Follow Up Boss login email may be different — make sure you're using the FUB email in the CRM settings.
⚙️ Import Settings
BrokerBlocks lets you configure Follow Up Boss import settings at either the group level or user level, depending on your assigned permissions. You can customize which leads are imported using the following settings:
Stages
Default selections include Lead, Hot Prospect, Active Client, Pending, Past Client, and Closed.
Lookback Periods
Buyer Leads: Default is 30 days (a minimum of 90 days is enforced)
Seller Leads: Default is 90 days
Tags
Default tag applied: brokerblocks. Leads with this tag are imported regardless of when they were created — they bypass the lookback period entirely.
Note: If these settings are grayed out, your admin has locked them at the group level. Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com for assistance.
🔄 How Import Logic Works
Follow Up Boss imports are refreshed every hour. Leads are evaluated against your settings in this order:
Leads assigned to ponds are never imported, regardless of any other settings
Leads with stage Trash are never imported
Hot Prospect leads are imported regardless of creation date — the lookback period does not apply
Leads with the brokerblocks tag are imported regardless of when they were created
Buyer leads — Closed and Past Client are imported if created within the past 90 days; all others within your configured lookback period (minimum 90 days)
Seller leads — same rules as buyer leads, using the seller lookback period
Additionally, if a lead that was previously archived in BrokerBlocks gains Hot Prospect status in Follow Up Boss, it will be automatically unarchived on the next import cycle.
🔧 Group vs. User-Level Settings
BrokerBlocks uses a combination of group-level and user-level configurations to determine which import settings apply to your account:
CRM Type — Selected by the user. Even if your group uses BoldTrail, you can choose to import from Follow Up Boss on your individual account
API Key — If your group has FUB set as the CRM, the group-level key is used. Otherwise, your individual key is used
Email — Set at the user level. BrokerBlocks uses this to look up your FUB user ID and identify which leads belong to you
Stages — Pulled from group settings if locked by your admin; otherwise from your user-level settings
Lookback Period — Same as stages — group settings take priority if locked, otherwise user-level applies
Tags — Always pulled from user-level settings
🛠 What If a Lead Isn't Showing Up?
If a lead isn't appearing in BrokerBlocks, it's likely because it doesn't meet the current import criteria. Check the following in Follow Up Boss:
The lead's stage is one of the stages selected in your import settings
The lead was created within your lookback period
The lead is not assigned to a pond
The lead has a valid email address
If the lead meets all criteria but still isn't importing, try bringing them in manually:
Use the search bar in the left-hand menu, search by name, and click Search in CRM if they don't appear in results
Or use the BrokerBlocks widget directly on the contact's page in Follow Up Boss — click Import Opportunity to pull them in immediately
Questions about your Follow Up Boss connection or import settings? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.