Follow Up Boss is Homsie's CRM integration — a two-way sync that keeps your contacts and their home-equity data aligned across both tools.
⚠️ Before you start: The Follow Up Boss connection must be made by the owner of the Follow Up Boss account — not an admin or team member. If you're not the FUB account owner, have them complete this step (it only takes a couple of minutes), and everyone on your team benefits from the connection.
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. (This must be done by the Follow Up Boss account owner.)
You're taken to the Follow Up Boss login page. Sign in with your Follow Up Boss email and password (or Google / 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, now connected.
One more step, inside Follow Up Boss
To turn on the Homsie insights panel that appears on your Follow Up Boss contacts, open All Integrations in Follow Up Boss, scroll to find Homsie, and click Enable.
