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Agents: Integrate your Zenlist Account with Follow Up Boss
Agents: Integrate your Zenlist Account with Follow Up Boss

Connect Follow Up Boss with your Zenlist account to automatically sync clients to your selected CRM.

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

If you are using Follow Up Boss, you can connect this with your Zenlist account.

Once connected, new clients invited to your Zenlist will automatically sync to Follow Up Boss and appear in your contact list. Below are instructions on how to set up the integration in a few easy steps.


1. Log into your Follow Up Boss account. Once you are logged in, select Admin from the menu bar at the top of the screen. Select More, then select API.

2. On the API page, select Create API Key. This will open that section, you will give your new integration a name. Then, click Create API Key again. Once opened, you will copy your API Key.

3. Once you've copied your API Key, go to Account Settings > Integrations in your Zenlist account. Click "Connect" for Follow Up Boss, and paste your API key here.



4. All set! Any new clients you invite to Zenlist will be automatically synced into Follow Up Boss.

With our Follow Up Boss integration, we can sync the following information to your CRM from Zenlist:

- On initial connection, it sends over all current clients as "leads."
- On client invite, it sends over a new lead.
- It records views and saves of properties and links back to Zenlist.
- It records general chat as "General Inquiry."
- It records notes as "Property Inquiry."


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