Plugin · crm
Groxbot + Follow Up Boss
Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter.
How a Bot uses Follow Up Boss
99 Follow Up Boss tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Look up the accounts you name in Follow Up Boss. Return a short health read.
- Draft a follow-up. Do not create or close records until you approve.
- Cite the CRM fields. If a number is missing, it says so.
Never without you
- Create or delete records
- Email the customer from the CRM
First message
Look up these accounts in Follow Up Boss. Health, last touch, risk. Do not email anyone.
Tools a Bot can call
A sample from the Follow Up Boss toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Apply Action Plan to Person
- Create Appointment
- Create appointment outcome
- Create Appointment Type
- Create Call
- Create Custom Field
Jobs that use Follow Up Boss
- Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
- Account health — Watch the accounts you name. Flag churn risk with evidence. Do not message the customer until you say so.
Related integrations
FAQ
Does Groxbot have a native Follow Up Boss integration?
Yes. Connect Follow Up Boss under Plugins. The Bot still asks before anything leaves the thread — sending CRM included.
Can a Bot change live Follow Up Boss data?
Not by default. Groxbot is talk-first: draft in the thread, grant access when it hits a wall. Live Follow Up Boss writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.