Follow Up Boss integration for AI agents
Insiro connects AI agents to Follow Up Boss so they can act in it under your rules. Follow Up Boss is a CRM designed for high-growth real estate teams. Centralize leads and follow-ups to drive smarter sales. Every Follow Up Boss action runs through Insiro's governed gateway, using each person's own connection (OAuth 2.0 or API key).
What can AI agents do with Follow Up Boss?
With Insiro, agents can create and update contacts, companies and deals, log calls, emails and notes against the record, find stalled or at-risk opportunities and enrich new leads before routing them to an owner, all inside the permissions you set for Follow Up Boss.
- Create and update contacts, companies and deals.
- Log calls, emails and notes against the record.
- Find stalled or at-risk opportunities.
- Enrich new leads before routing them to an owner.
A journey through Insiro
Follow Up BossInsiroGmailExample: Follow Up Boss → Insiro → Gmail to log the email thread and update the opportunity. Insiro checks permissions, applies approvals and records the evidence at every hop.
Frequently asked questions about Follow Up Boss
Can Insiro AI agents use Follow Up Boss?
Yes. Insiro connects AI agents to Follow Up Boss through its governed MCP gateway. Agents can create and update contacts, companies and deals and log calls, emails and notes against the record using each person's own Follow Up Boss access, with read-only as the default and approvals for actions that change data.
How does Insiro connect to Follow Up Boss?
Follow Up Boss connects with OAuth 2.0 or API key. Each user connects their own account once; Insiro stores the credential encrypted and brokers it to the tool only at the moment of a call, so models never see it. Admins can also register a workspace-level connection.
Can I make Follow Up Boss read-only for agents?
Yes. In Insiro Governance, set Follow Up Boss to Off, Read only, or Read and write in a click. Write actions can require confirmation or owner approval by risk tier, and every call is logged with the user, tool, tokens and cost.
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A 30-minute working session: we connect one data source and one app, then run a governed agent on a task you choose.
- 13governance checks on every agent tool call
- 1,700+SaaS apps agents can act in
- 30+data dialects for plain-English questions