Tool · CRM & follow-up

Follow Up Boss

Prepare a client follow-up brief and keep the associated CRM notes and tasks organized.

Starting price$69/user/moGrow · monthly billing
ConnectionAPIAccount access required
Explore Follow Up Boss ↗

What your AI can work with

  • Contacts and notes
  • Task records
  • User-scoped CRM access

How to connect

REST API integration. API keys use Basic authentication; OAuth uses Bearer authentication. An API tool definition or adapter is needed for an AI client.

View setup information ↗

What you’ll need

A Follow Up Boss account and OAuth authorization or a user API key. Customer integrations must register their system.

Pricing and limits

$69/user/mo — Grow · monthly billing.

An API key inherits the user's access. Confirm the correct account and assigned contacts before connecting.

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Sources

Reviewed October 17, 2026. Official documentation reviewed. An authenticated connection has not been tested for this directory. Confirm current plans, coverage, and account permissions before use.