Homebot Follow Up Boss

Homebot + Follow Up Boss Integrations, Built by an AI Agent

Put Homebot + Follow Up Boss to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Homebot and Follow Up Boss below — describe the exact one you want above and the Agent builds it on demand.

Homebot + Follow Up Boss When a new contact is created in Follow Up Boss, automatically create a client profile in Homebot. See details
Enroll new CRM leads into marketing segments When a lead is created in Follow Up Boss, automatically add them to a welcome segment in Homebot to start outreach. See details
Log sent campaigns on CRM deal records When a campaign is sent in Homebot, automatically log an activity on the corresponding deal in Follow Up Boss for sales tracking. See details
Subscribe contacts after winning deals When a deal is won in Follow Up Boss, automatically add the customer as a subscriber in Homebot to send welcoming newsletters. See details

Browse the full workflow library →

Looking to achieve something else with Homebot and Follow Up Boss?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Homebot and Follow Up Boss

Everything Homebot and Follow Up Boss can do inside a workflow — the triggers that start one and the actions that run when it fires.

Homebot Explore Homebot →

Homebot is a financial client engagement platform designed for real estate agents and loan officers to deliver personalized home wealth reports.

Actions
Create Listings Saved Search

Creates a listings saved search for a client (using a client ID)

Create Client

Creating a new client

Create Home

Create a home for a client (using a client ID)

Create Loan

Create a loan associated with a home (which is associated with a client)

Create Pre-Qualification/Pre-Approval

Creates a pre-qualification/pre-approval for a Client (using a client ID)

Create Webhook Client

Creates a webhook client in Homebot, which will be called when certain events occur within Homebot

Follow Up Boss Explore Follow Up Boss →

Follow Up Boss is a real estate CRM software designed to organize leads, automate follow-ups, and track team performance.

Triggers
New Appointment

Fires when a new appointment is created in Follow Up Boss.

New Deal

Fires when a new deal is created in Follow Up Boss.

Deal Stage Updated

Fires when the stage of a deal is updated in Follow Up Boss.

New Contact

Fires when a new contact is created in Follow Up Boss.

Person Stage Updated

Fires when a contact's stage is updated in Follow Up Boss.

Tag Added to Contact

Fires when a tag is added to a contact in Follow Up Boss.

Actions
Add Collaborators

Adds selected users as collaborated on a given contact.

Add Tags to a Contact

Adds tags to a contact.

Apply an Action Plan to a Contact

Applies a selected action plan to a contact.

Attach File to Contact

Links a file to an existing contact.

Change Stage of a Contact

Changes the stage of an existing contact.

Create Contact Without Triggering Action Plans

Creates a new contact. This will not trigger action plans.

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Customer Stories

See how leading technology firms are scaling their operations

Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
H
Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
J
Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
R
Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about Homebot + Follow Up Boss

Is there a pre-built Homebot + Follow Up Boss automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Homebot and Follow Up Boss's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Homebot or Follow Up Boss connector?

No. The Agent works whether or not Homebot or Follow Up Boss already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does integrating Homebot with Follow Up Boss help sales representatives?

Marketing emails sent from Homebot can automatically log activities on CRM contacts or deals in Follow Up Boss, providing sales reps full visibility.

Can new sales prospects automatically enter marketing campaigns?

Yes, creating a new lead or deal in Follow Up Boss can immediately add the contact as a subscriber in Homebot.

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