Integrating Follow Up Boss with SendHub

Integrating Follow Up Boss with SendHub

SendHub integrates directly with Follow Up Boss to help real estate teams automate texting, keep contacts organized, and view conversations without switching tools.

SendHub offers three separate Follow Up Boss integrations:

Table of contents

• Before you start
• Action Plan SMS
  • Set up Action Plan SMS
  • Send texts from Action Plans
  • Send a manual Text task (outside an Action Plan)
  • Merge fields
  • Reminders
• Sync Contacts
  • Set up Sync Contacts
  • Understand “Group By”
  • Coming soon: Sync all contacts
• Sync Messages
  • Set up Sync Messages
  • Important webhook warning
• Need help?

Before you start

Follow Up Boss direct integrations must be enabled for your SendHub account before you can configure them.

Please contact our Sales or Support team to enable Follow Up Boss integrations for your account.

Action Plan SMS (SMS Drip Campaign)

Action Plan SMS lets Follow Up Boss trigger SendHub SMS automatically. When a Text task is created for a contact, SendHub sends the SMS message using your SendHub number and settings.

This is commonly used for:

• Drip campaigns
• Lead nurturing
• Appointment reminders
• Consistent follow-up without manual texting

How to set up the Action Plan SMS integration

1. Navigate to SendHub's Follow Up Boss Action Plan SMS integration 

2. Select or connect your Follow Up Boss account.

   ⚠ Note: Only the API Key of the Follow Up Boss account with the Owner role will work.

3. Select the time of day that Action Plan SMS messages should be sent.
   
   Follow Up Boss typically creates Action Plan tasks very early in the morning (often around 4am). This setting ensures that SMS messages are sent at a more appropriate time during the day instead of immediately when the task is created.
4. Select which contact phone number SendHub should message:
   • All phone numbers a contact has
   • Only the first phone number
   • A specific label (for example: mobile)

How to send text messages from Follow Up Boss Action Plans

1. In Follow Up Boss, open or create an Action Plan.
2. Add a Create Task action and set Task Type to Text.

3. Enter the message you want to send in the Task Name field.

   

4. Save the Action Plan.

When the Action Plan runs and creates a Text task for a contact, SendHub will send that message as an SMS.

How to send a manual “Text” task (not through an Action Plan)

You can also trigger a SendHub message by creating a Text task directly on a contact in Follow Up Boss.

1. Open the contact in Follow Up Boss.
2. Click Add a Task ("plus" button next to "Tasks" in the top-right of the Follow Up Boss UI).
3. Set Task Type to Text.
4. Enter your message in the Task Name field.
5. Optionally set a date and time for when the message should be sent.
   
   If you leave these fields blank, the message will be sent at the scheduled send time you configured in the Action Plan SMS integration settings.
6. Click Create task.

Merge fields

Follow Up Boss supports merge fields so you can personalize messages (for example, first name).

Hi %contact_name%, just checking in — do you have any questions I can answer?

For the full list of supported merge fields, refer to Follow Up Boss documentation: 
Follow Up Boss merge fields documentation

Note: Some Follow Up Boss accounts may show an “initial message” editor depending on account configuration (for example, after completing certain registration steps). If you see it, it can be helpful for drafting, but it is not required. The message that sends is the text you place in the Task Name field.

Reminders

• ⚠ Important: When the integration is enabled, a SendHub message will be sent when any Follow Up Boss task with Task Type Text is created for a contact. Make sure other automations, Action Plans, or integrations are not creating Text tasks unintentionally.
• Message segmenting still applies for messages initiated via the Follow Up Boss integration. Follow Up Boss does not provide a character counter, so keep message length in mind.

Sync Contacts

Sync Contacts keeps your Follow Up Boss contacts available in SendHub, so you can message them in SendHub and organize them using groups.

This is useful when you want to:

• Send bulk SMS messages in SendHub to your Follow Up Boss contacts
• Keep contact organization aligned between systems
• Reduce manual list management

How to set up Sync Contacts

1. Navigate to: 
   SendHub’s Follow Up Boss Sync Contacts integration 
2. Connect your Follow Up Boss account.
3. Select your Group By option (explained below).
4. Click Enable.

Understand “Group By”

The Group By setting determines how Follow Up Boss organizes contacts into SendHub groups.

Contact in Follow Up Boss:

Follow Up Boss contact synced to SendHub:

Coming soon: “Sync all contacts”

We plan to add a “sync all contacts” option for cases where you change integration configuration and want to force a full resync. This is coming soon.

Sync Messages

Sync Messages lets you view SendHub SMS conversations inside Follow Up Boss, so your team can stay in one place while keeping a clear record of communication.

How to set up Sync Messages

1. Navigate to: SendHub’s Follow Up Boss Sync Messages integration 
2. Connect your Follow Up Boss account.
3. Save and enable.

Important webhook warning

⚠ Important: After enabling Sync Messages, do not change the WebHook URL in Follow Up Boss under My Settings. Changing it will break the integration.

During Sync Messages setup, SendHub automatically takes any URL that was previously in the WebHook URL field in the My Settings page and places it into SendHub’s Advanced Webhooks integration.

If you need to remove a URL, update it, or add additional webhook destinations, do it in SendHub here: 
SendHub Advanced Webhooks

Need help?

To enable Follow Up Boss integrations for your SendHub account or discuss plan options, contact our Sales team.

For setup help or troubleshooting, contact our Support team.