Follow Up Boss
by Zillow Group
CRM for real estate agents and teams that centralizes leads, calls, texts and follow-up.
- Category
- Industry Solutions
- Type
- Real estate CRM
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- Username and password, API key
02Data
What you can sync.
- People
- Deals
- Calls
- Text messages
- Tasks
- Events
Report on Follow Up Boss people in DataPrism BI and ask an AI Mind questions about it in plain words.
Need more? Name any other Follow Up Boss data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- A username and password
- An API key
Follow Up Boss uses a username and password or an API key. You add the credentials once, when the AI asks for them, and it tells you where to create them in Zillow Group if you need help.
04How it works
How it works in DataMind.
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Pick Follow Up Boss.
Open Lake, pick Follow Up Boss in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Follow Up Boss API docs.
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Answer a few questions.
The AI reads the Follow Up Boss documentation, then asks which credentials you will use, which data to sync (for example people and deals), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
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Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Follow Up Boss data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
