IntegrationWorkforce Wave + Follow Up Boss

Lead calls answered, qualified, and in FUB — before your agent calls back.

WFW connects to Follow Up Boss API. Every inbound lead call creates a qualified FUB contact — with timeframe, price range, and intent extracted from the conversation. Your agents follow up with real data, not blank records.

Fair Housing guardrails built in. WFW never discusses protected characteristics, steers callers, or conditions responses on protected class data.

Live Data Flow — Inbound Lead Qualification

WFWInbound call — Zillow lead inquiry, new contact
AgentQualifies: buyer, 90 days, $450K–$550K, North End, not yet pre-approved
FUBContact created: stage=New Lead, all qualification fields populated
FUBAssigned to listing agent, follow-up task set for 2 hours
WFWExtraction: all qualification data → GET /v2/calls/{id}/extractions

Fair Housing guardrails built in

WFW never discusses protected characteristics or steers callers — even with FUB lead data in context.

Capabilities

What this integration enables.

Three concrete capabilities unlocked by connecting WFW to Follow Up Boss.

Live Data

Inbound Lead Calls → FUB Contact Creation

When a new lead calls from a Zillow, Realtor.com, or direct inquiry, the agent qualifies the lead during the conversation and creates a contact in Follow Up Boss — with timeline, buying/selling intent, price range, and neighborhood preferences populated from the call.

Live Data

Lead Qualification Scoring

WFW extracts key qualification signals from the call: timeframe, pre-approval status, motivation, and property criteria. These fields map directly to FUB contact fields and stage tags — giving agents a pre-qualified lead when they follow up, not a blank contact.

Live Data

Automated Follow-Up Call Sequences

WFW initiates outbound follow-up calls for leads at configurable stages in the FUB pipeline. Day 1, day 7, or day 30 — the agent references the lead's original inquiry details from FUB, making the follow-up feel personal rather than automated.

Data Flow

How it works.

From first ring to qualified FUB contact — what moves between WFW and Follow Up Boss.

1

Inbound lead call answered and identified

The agent answers the call and checks whether the caller's phone number matches an existing FUB contact. For new leads, the agent introduces itself and begins the qualification conversation. For existing contacts, the agent greets by name with prior context.

2

Qualification data extracted during call

WFW extracts intent (buyer/seller/investor), timeframe, price range, neighborhood preference, pre-approval status, and motivation level from the natural conversation. No scripts required — the agent extracts these signals while talking.

3

FUB contact created or updated

At call completion, WFW creates or updates the FUB contact record with all extracted qualification data. Stage tag, lead source, assigned agent, and follow-up due date are set automatically based on the call outcome.

4

Extraction data available for review

GET /v2/calls/{id}/extractions returns the full lead qualification dataset from the call — intent, timeframe, price range, and all other captured signals — structured for the assigned agent's review in FUB.

Use Cases

Before and after.

Real real estate team workflows transformed by the Follow Up Boss + WFW integration.

New Lead Qualification

Before

New leads from Zillow or Realtor.com sit in FUB as blank contacts. Agents call back hours later — often cold — with no context about what the lead was looking for.

After

WFW answers the inbound lead call immediately. By the time the agent calls back, FUB has a qualified contact with timeframe, price range, and motivation — extracted from the first conversation.

Property Inquiry Routing

Before

Inbound calls asking about specific listings are routed to the listing agent — who may be on another call, showing a property, or unavailable. Leads go to voicemail.

After

WFW answers the inquiry call, captures the lead's contact info and interest details, creates the FUB contact, and assigns it to the appropriate listing agent — who follows up with full context.

Open House Follow-Up

Before

Open house sign-in sheets produce a list of names and phone numbers. Agents work through the list inconsistently — high-priority leads sometimes not called for 48+ hours.

After

Open house attendees are imported to FUB and WFW calls each one within the configured SLA. Follow-up quality is consistent regardless of how busy the agent's schedule is.

Technical Details

Integration specifications.

API connection, data fields, extraction schema, and Fair Housing compliance details.

Connection methodFollow Up Boss API — REST over HTTPS
Auth methodFUB API key stored encrypted in WFW vault
Data pulled from FUBContact record, stage, assigned agent, lead source, prior interaction history, property preferences
Data written to FUBNew contact records, qualification fields, stage tags, follow-up due dates, call notes
Extraction fieldsBuyer/seller intent, timeframe, price range, pre-approval status, neighborhood — GET /v2/calls/{id}/extractions
Fair HousingWFW guardrails block discussion of protected characteristics. Agent never steers, filters, or conditions responses based on protected class data.

API Endpoints

The WFW endpoints this integration enables.

These /v2/ endpoints become available once Follow Up Boss is connected. Trigger follow-up call sequences, pull lead qualification data, and monitor ISA performance via the WFW REST API.

Full API Reference →

Available Endpoints

POST/v2/calls/initiate

Trigger outbound lead follow-up call from a FUB contact record

GET/v2/calls/{id}/extractions

Retrieve lead qualification data extracted during the call

GET/v2/agents/{id}

Check agent health and Follow Up Boss connection status

Setup

Connect Follow Up Boss in three steps.

API key, stage mapping, agent activation. Leads start qualifying on first call.

1

Add FUB API key

Enter your Follow Up Boss API key in WFW admin under Integrations → Follow Up Boss. Encrypted and stored in the WFW vault.

2

Map stages and tags

Configure how WFW qualification outcomes (hot/warm/cold, buyer/seller) map to your FUB stage names and tags. Takes about 5 minutes.

3

Enable on your agent

Toggle Follow Up Boss active on your agent. Inbound leads are qualified and created in FUB from the first call forward.

Get Started

Connect Follow Up Boss to your voice agents.

Leads qualified and in FUB before your agent's first callback. Fair Housing guardrails built in. No middleware required.

Connect Follow Up Boss

Questions? Talk to our team →