ceven

Follow Up Boss

Syncs real estate leads and activities into your workflows, automates lead distribution via ponds, and logs every call or appointment without manual entry.

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Why use Ceven?

  1. AI native Follow Up Boss integration

    • Describe the outcome and Ceven picks the right Follow Up Boss calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Follow Up Boss data, across all 99 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Follow Up Boss access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Follow Up Boss, when, and on whose behalf.
    • The agent pauses and asks when Follow Up Boss is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Follow Up Boss.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Follow Up Boss action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Follow Up Boss, and when to use it.

Apply Action Plan
Use this when you need to assign a specific sequence of follow up tasks to a person.
Create Appointment
Schedule a meeting or property showing. Requires a title and start and end times.
Create Call
Log a phone call interaction with a person to keep the activity history current.
Create Deal
Add a new sales opportunity to the pipeline. Requires a deal name and stage ID.
Create Event
Send a lead activity or property view event into the person record.
Create Pond
Organize leads into a shared group with a lead agent and member users.
Create Pipeline
Set up a new deal tracking pipeline with customizable stages.
Create Email Template
Build a reusable email template with a subject and HTML body for agent use.
Create Text Template
Create a reusable SMS template that supports dynamic variables like contact names.
Get Appointment
Pull the details of a specific appointment using its unique ID.
Get Deal
Retrieve full details for a specific deal including its current pipeline stage.
Get Person
Pull the complete contact record and custom field data for a specific lead.
Apply Action Plan to Person
Tool to apply an Action Plan to a person in Follow Up Boss. Use when you need to assign or apply a specific action plan workflow to a contact.
Create appointment outcome
Tool to create an appointment outcome in Follow Up Boss. Use when you need to add a new outcome type for appointment tracking.
Create Appointment Type
Tool to create a new appointment type in Follow Up Boss. Use when you need to define a new category for appointments that can be scheduled in the system.
Create Custom Field
Tool to create a custom field in Follow Up Boss. Use when you need to add a new custom data field to person records, such as tracking anniversaries, customer types, or any other custom information.
Create Deal Custom Field
Tool to create a custom field for deals in Follow Up Boss. Use when you need to add custom metadata fields to track deal specific information like stages, priorities, or custom dates.
Create Email Marketing Campaign
Tool to create an email marketing campaign in Follow Up Boss. Use when you need to create a new email campaign with HTML content.
Create Email Marketing Events
Tool to notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports. Use when you need to track email marketing events.
Create Events
Tool to send in a lead or an event related to a lead in Follow Up Boss. Use when you need to track lead activities, inquiries, property views, or any other event type supported by the system.
Create Group
Tool to create a new Follow Up Boss group with specified members and distribution settings. Use when you need to organize team members into groups for lead distribution.
Create Ponds
Tool to create a new pond in Follow Up Boss. Use when you need to organize leads into a specific group with a lead agent and member users.
Create Reactions
Tool to add a reaction (emoji) to a Note, Call, or ThreadedReply. Use when you need to add an emoji reaction to existing content.
Create Stage
Tool to create a new stage in Follow Up Boss. Use when you need to add a new pipeline stage for organizing contacts.
Create Team
Tool to create a new team in Follow Up Boss. Use when you need to organize users into teams with optional team leaders.
Create Text Message Template
Tool to create a text message template in Follow Up Boss. Use when you need to create a reusable SMS template that can include dynamic variables like contact names and greetings.
Delete Appointment
Tool to delete an appointment by ID. Use when you need to remove an existing appointment from Follow Up Boss.
Delete Appointment Outcome
Tool to delete an appointment outcome by ID. Use when you need to remove an appointment outcome and reassign existing appointments to a different outcome.
Delete Appointment Type
Tool to delete an appointment type by its ID. Use when you need to remove an appointment type and reassign existing appointments to another type.
Delete Custom Field
Tool to delete a custom field by its ID. Use when you need to remove a custom field from Follow Up Boss. Restricted to account owners only.

30 actions · scroll to see them all

Frequently asked questions

Ceven interacts with the Follow Up Boss API to manage ponds and teams. When a new lead arrives from an external source, the workflow can evaluate the lead data and use the Create Pond or Apply Action Plan tools to ensure the lead is routed to the correct agent. This removes the need for a manual dispatcher. The agent can also set up logic to move leads between ponds based on activity triggers, such as moving a lead to a hot pond after a successful call is logged. This ensures that high intent leads are prioritized by the most available agent in real time without any lag in response.
Yes. By using the Create Appointment tool, Ceven can automatically sync calendar events from other tools into Follow Up Boss. Once the appointment time passes, a subsequent workflow can trigger the Create Call or Create Event tool to prompt the agent for an outcome or automatically log that the showing occurred. This creates a complete audit trail of every interaction a lead has with the team. It allows managers to see exactly how many showings are happening per week and which agents are most active without asking for manual reports from the field staff.
Ceven can create custom fields, but it is important to note that deleting custom fields is restricted to the account owner in Follow Up Boss. If your workflow requires the removal of old data structures, the account owner must perform that action manually in the dashboard. Additionally, Follow Up Boss has specific API rate limits that may impact how quickly you can bulk update thousands of custom fields. Ceven manages this by queuing requests and using a backoff strategy to ensure your API quota is not exhausted, but very large data migrations may take longer to reflect in the CRM UI.
Ceven can create and manage templates using the dedicated template tools. This means you can use an AI agent to generate a month of varied follow up messages and push them into Follow Up Boss as templates. Agents can then use these templates within the native app for a consistent brand voice. Because Ceven can create these programmatically, you can update your entire team's messaging strategy in minutes rather than asking every agent to manually copy and paste new text into their own personal template library.
Absolutely. Ceven can create deals and move them through different stages of a pipeline. You can build a workflow where a specific event, like a signed contract upload in a document tool, triggers the Create Deal or update action in Follow Up Boss. This keeps the sales pipeline accurate without requiring the agent to remember to move the deal card manually. It provides the team leader with a real time view of the total pipeline value and the conversion rate from lead to close without any manual data entry.
Yes. Ceven can create teams and groups to help organize your agents. This is particularly useful for large brokerages that frequently onboard new agents or restructure their internal teams. You can automate the process of adding a new hire to the correct team and assigning them to the appropriate lead ponds. This ensures that new agents have immediate access to the leads they need to start producing, while maintaining the organizational structure required for reporting and permission management within the Follow Up Boss platform.
Ceven uses secure API authentication to connect to your Follow Up Boss account. All credentials are encrypted at rest and are never exposed to the end user or the AI model during the execution of a workflow. Access is scoped to the permissions granted by the API key used during setup. You can rotate your API key at any time within the Follow Up Boss settings, which will immediately invalidate the previous connection and require a quick update in the Ceven integration panel to restore service.
While Follow Up Boss has native deduplication, Ceven adds a layer of intelligence by searching for existing contacts before creating new ones. A workflow can be set to search for a person by email or phone number first. If a match is found, Ceven can simply add a note or an event to the existing record instead of creating a duplicate. This keeps your database clean and ensures that agents do not accidentally call the same lead twice from two different records, which provides a much more professional experience for the client.

Alternatives to Follow Up Boss

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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