Follow Up Boss is Homsie's CRM integration. It's a two-way sync that keeps your contacts and their home-equity data lined up across both tools, so your CRM always knows what your clients' homes are worth.
⚠️ Before you start: the connection must be made by the owner of the Follow Up Boss account, not an admin or team member. Homsie sets up its own custom fields in Follow Up Boss, and only the account owner is allowed to do that. If you're not the owner, have them complete this step (it only takes a couple of minutes), and everyone on your team benefits. On the Homsie side, you'll need to be an admin.
Connect your account
Go to Integrations. On the Follow Up Boss card, if you'd like to copy your existing Homsie clients into Follow Up Boss as part of connecting, tick Also add my existing Homsie clients to Follow Up Boss after connecting. Contacts are matched by email, so no duplicates are created. Then click Connect.
You're taken to the Follow Up Boss login page. Sign in with your Follow Up Boss email and password (or Google or Microsoft).
Follow Up Boss asks you to authorize Homsie. Review the access it lists and click Grant Access. You can revoke this at any time from your Follow Up Boss account.
You're returned to Homsie and the card shows Connected.
One more step, inside Follow Up Boss
To turn on the Homsie insights panel on your Follow Up Boss contacts, open All Integrations in Follow Up Boss, scroll to find Homsie, and click Enable.
Choose your settings
Once you're connected, the Follow Up Boss card shows two settings. Both are on by default, and admins can change them at any time:
Assign new leads to the agent who owns the contact in Follow Up Boss: when a new client comes into Homsie and they're already a contact in Follow Up Boss, Homsie assigns them to the team member who owns that contact. It matches by email first, then by name. Clients you've already assigned to someone are never changed. When this is off, new leads keep Homsie's default assignment.
Push Homsie activity to the Follow Up Boss timeline: when you or your client add a property, it appears on the contact's Activity tab in Follow Up Boss.
What's next
Click Import contacts to bring your smart lists into Homsie (see Importing contacts from Follow Up Boss), and see What syncs back to Follow Up Boss for everything Homsie writes to your CRM. To stop syncing, click Disconnect on the same card.