CRM
Connect Follow Up Boss to Your AI Agents
Let your Wkil agents manage real-estate leads and add context notes through Follow Up Boss.
Authentication: API key
What you can do
- Manage real-estate lead and contact records
- Add context notes to leads automatically
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Get People
Retrieve contact records from the CRM.
Update People
Update details on an existing contact record.
Add Notes
Attach a note to a contact for extra context.
Delete People
Remove a contact record from the CRM.
Practical agent use cases
- An agent logs a note on a lead's record right after a call summary is ready.
How it works with Wkil
- 1Choose the integrationAdd Follow Up Boss to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
Related integrations
FAQ
Who is Follow Up Boss built for?
It's a real-estate CRM that centralizes leads from portals, ads, and websites.