Integration
AI calling + two-way sync for Follow Up Boss
Follow Up Boss is the CRM most large real estate teams standardise on, and it is unusually honest about what happens to a lead: the timeline shows every call that was never made. HighIQ closes that gap by dialing the lead within seconds of it landing in FUB, then continuing to work it on voice, SMS and email for as long as it takes.
The integration is event-driven rather than a nightly file push. When a lead is created, reassigned, or changes stage in Follow Up Boss, HighIQ hears about it and adjusts what the agent says next. When the agent finishes a conversation, the summary, recording link, disposition and next step are written back onto the FUB contact before your agent has finished their coffee.
Because FUB teams live inside lead flow rules and action plans, HighIQ is built to cooperate with them, not fight them. Assignment respects your round-robin or weighted rotation, tags follow your existing naming, and a per-disposition pause rule stops the AI the moment a human takes over — so nobody double-calls a lead that just answered your ISA.
What syncs
Everything HighIQ writes back into FUB
Notes with call summary + recording
Every conversation writes a note on the FUB contact: what the lead said, what the AI committed to, and a link to the recording and full transcript.
Call logs
Each attempt is logged as a call activity with outcome and duration, so your FUB call reporting reflects reality instead of only human dials.
Tasks with round-robin or weighted assignment
Booked appointments and hot handoffs create tasks assigned by your existing rotation rules, with due dates that match the promise made on the call.
Tags
Intent, source, campaign and objection tags are applied using your existing FUB tag names.
Stage + sub-status
The contact advances through your pipeline stage and sub-status automatically based on the disposition the AI recorded.
Event example
Appointment set — what writes back
A single conversation outcome, and every field it touches in Follow Up Boss.
- 01Note added to the Follow Up Boss contact with the call summary and recording link.
- 02Call logged with the outcome 'Appointment Set' and the call duration.
- 03Task created and assigned by round-robin or weighted rotation to the agent covering that area.
- 04Tags applied: appointment-set plus the intent tag from the conversation.
- 05Stage advanced to Appointment Set with the matching sub-status.
- 06AI paused on that contact so the human owns the next touch.
Where this fits
Most Follow Up Boss accounts are residential real estate teams — see the full real estate workflow.
AI sales agents for real estate →FAQ
Follow Up Boss + HighIQ, answered
How fast does HighIQ call a new Follow Up Boss lead?
Under 60 seconds from the lead being created in Follow Up Boss. The webhook fires, the agent dials, and the attempt is logged on the contact whether or not the lead answers.
Will HighIQ conflict with my Follow Up Boss action plans and lead flow?
No. HighIQ respects your existing lead flow and assignment rules, and per-disposition pause rules stop the AI as soon as a human engages, so a lead never gets called twice in the same minute.
Does the recording live in Follow Up Boss?
The recording and full transcript are stored in HighIQ and linked from the note written on the FUB contact, so your CRM stays fast while the audio is one click away.
Who sets the integration up?
Our team does it during White Glove Onboarding: field mapping, tags, stages, sub-statuses and assignment rules are configured against your live Follow Up Boss account before any agent goes out.