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Integrating Birdeye with Follow Up Boss

Follow Up Boss is a real estate CRM and lead management software. The CRM comes with a host of features including calendar management, email marketing, contact management etc. Birdeye can seamlessly integrate with your Follow Up Boss account and send out review solicitations to your customers automatically. Once Birdeye is integrated with Follow Up Boss, Birdeye will fetch customer information from Follow Up Boss. 

Birdeye collects the first name, last name, email address, and phone number of your clients and automatically sends them to review requests based on the preferences set within the Birdeye dashboard. Birdeye also allows you to fetch data from your CRM using a predefined trigger. Here is the supported trigger for Follow Up Boss:

Trigger Name Trigger Description
Follow Up Boss Closed Deals Trigger This trigger is used to fetch customer data based on closed deals.
Follow Up Boss People Trigger This trigger is used to fetch customer data based on the people's stage name.

To set up the integration with Birdeye, please reach out to the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email them at - support@birdeye.com. The Birdeye support team would need your Follow Up Boss API Key to successfully set up the integration. To fetch the API Key from your Follow Up Boss account, follow the steps detailed below:

Login to your Follow Up Boss account and click on the 'Admin' tab on the top panel.

On the 'Admin' page, hover over the 'More' icon, and from the drop-down menu click on the 'API' button.

The API Key for your Follow Up Boss account will appear under the 'API Settings' header. Use the 'Copy' button to move the API Key securely.

birdeye integration follow up boss real estate crm api key follow up boss account

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