> For the complete documentation index, see [llms.txt](https://help.rechat.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rechat.com/guides/crm/contacts/follow-up-boss-fub-integration.md).

# Follow Up Boss (FUB) Integration

Continue managing your database in Follow Up Boss while using Rechat to create marketing, automate outreach, and manage more of your business—all without manually importing a spreadsheet.

Connect Follow Up Boss (FUB) to Rechat to keep your contacts and their activity aligned across both platforms. The integration works in both directions, helping you avoid duplicate data entry while continuing to use Follow Up Boss as your CRM and Rechat for marketing, AI-powered tools, listing management, and transaction workflows.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FTFNW8ZB2Zxut3eqj7oB0%2FFollow%20up%20Boss%20(1).png?alt=media&amp;token=18d400ca-4951-4436-8da3-d8ecc4ccc0ed" alt=""><figcaption></figcaption></figure>

### Why connect Follow Up Boss to Rechat?

The integration allows each platform to do what it does best while keeping important contact information connected.

* **Eliminate duplicate entry:** Add or update supported contact information in either platform and allow the integration to keep it aligned.
* **Market to your existing database:** Use your Follow Up Boss contacts in Rechat for email campaigns, newsletters, marketing templates, and other eligible outreach.
* **Keep context with each contact:** Supported activity, including notes, tasks, emails, and calls, can remain visible across both systems.
* **Continue using Follow Up Boss as your CRM:** Connecting Rechat does not replace Follow Up Boss. It expands the marketing, AI, listing, and transaction tools available to you.

### What syncs between Follow Up Boss and Rechat?

The integration supports a two-way sync. This means supported changes made in Follow Up Boss can appear in Rechat, and supported changes made in Rechat can appear in Follow Up Boss.

<table data-header-hidden><thead><tr><th width="222.92578125"></th><th></th></tr></thead><tbody><tr><td><strong>Information</strong></td><td><strong>What syncs</strong></td></tr><tr><td>Contact details</td><td>Names, email addresses, and phone numbers</td></tr><tr><td>Contact activity</td><td>Tasks, notes, emails, and calls</td></tr><tr><td>Lead source</td><td>The source associated with the contact</td></tr><tr><td>Tags</td><td>Tags used to organize and segment contacts</td></tr></tbody></table>

{% hint style="info" %}
**Good to know:** Syncing is automatic, but changes may not appear immediately. Allow up to one hour for some updates to display in the other platform.
{% endhint %}

#### How the two-way sync works

Once the accounts are connected:

1. Supported contacts and information begin syncing automatically.
2. Updates to supported fields flow between Rechat and Follow Up Boss.
3. Contact activity remains aligned across both platforms.
4. Your synced contacts become available in Rechat's People Center and can be used with eligible Rechat features.

There is no separate data migration or CSV import required.

### What can I do with my Follow Up Boss contacts in Rechat?

After your contacts sync, you can use Rechat to support more of your marketing and day-to-day work, including:

* Creating and sending email campaigns and newsletters
* Personalizing marketing templates
* Organizing audiences with tags
* Using eligible AI and automation tools
* Supporting listing marketing and transaction workflows

{% hint style="info" icon="head-side-brain" %}
**Best practice:** Review your contact email addresses, phone numbers, tags, and lead sources in Follow Up Boss before connecting. Starting with clean, current information makes your database easier to search, segment, and market to in Rechat.
{% endhint %}

### Before you begin

Make sure you have:

* An active Rechat account
* An active Follow Up Boss account
* Your Follow Up Boss login credentials
* Permission to authorize integrations for your Follow Up Boss account, if your team restricts this access

We recommend completing the setup from a computer.

### Connect Follow Up Boss to Rechat

#### 1. Open your Rechat integrations

1. Sign in to Rechat.
2. Select your name in the upper-right corner.
3. Select **My Profile**.
4. Select **Integrations**.

#### 2. Find Follow Up Boss

Scroll through the available integrations until you find **Follow Up Boss**.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FYSSWB5cCwHCRRTewWxIq%2FFollow%20Up%20Boss%20Integration.jpg?alt=media&amp;token=a433d70d-0138-4445-8793-1c502f55baa4" alt=""><figcaption></figcaption></figure>

#### 3. Start the connection

Select **Connect**. Rechat will redirect you to Follow Up Boss to authorize access.

#### 4. Sign in to Follow Up Boss

Enter your Follow Up Boss credentials if prompted.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2FNh5vRlPdwa94tfUfPG2Z%2Fimage.png?alt=media&amp;token=b2554bd0-bd3a-4d11-a1f8-5c50eaaf7592" alt=""><figcaption></figcaption></figure>

#### 5. Authorize Rechat

Review the request, then select **Allow** or **Authorize** to approve the connection.

<figure><img src="https://1031368632-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MJZySovZjoLVT1XAonI%2Fuploads%2Fq1h7HnFwncWQcP77QsH5%2Fimage.png?alt=media&amp;token=fecae90e-cca3-410c-8e5b-78bb10d636f7" alt=""><figcaption></figcaption></figure>

After authorization, you will return to Rechat and Follow Up Boss will display as **Connected**. The two-way sync begins automatically.

{% hint style="info" %}
**Note:** Connecting the accounts typically takes only a few minutes, but the time required for information to appear can vary based on the size of your database. Some updates may take up to one hour.
{% endhint %}

### After you connect

Open the **People Center** in Rechat and search for a known Follow Up Boss contact. Confirm that the person's core information appears as expected.

For an easy test:

1. Choose a test contact that you can safely update.
2. Make a small supported change, such as adding a tag.
3. Allow time for the sync to run.
4. Confirm that the update appears in the other platform.

Avoid creating the same person separately in both platforms while you are testing the connection.

### Disconnecting Follow Up Boss

If Follow Up Boss is disconnected, new changes will stop syncing between the two platforms. Contacts that have already synced into Rechat will remain available in your Rechat account, so you do not need to re-import them simply because the connection was disconnected or the Follow Up Boss account was canceled.

### Frequently asked questions

#### Is this a one-way contact import?

No. The Follow Up Boss integration supports a two-way sync for the contact information and activity listed in this article. Supported changes made in either platform can update the other.

#### Does Rechat replace Follow Up Boss?

No. Follow Up Boss can remain your CRM. Rechat complements it with marketing, design, AI-powered tools, listing management, automation, and transaction workflows.

#### Do I need to export or upload a CSV file?

No. No manual data migration is required. After you authorize the connection, supported information begins syncing automatically.

#### How quickly will changes appear?

The sync runs automatically, but updates may not appear immediately. Allow up to one hour for some changes to display in the other platform, especially during the initial sync or when many records are updating.

#### What contact information syncs?

Supported contact information includes names, email addresses, phone numbers, lead sources, and tags. Supported contact activity includes tasks, notes, emails, and calls.

#### Can I use my Follow Up Boss contacts in Rechat marketing?

Yes. After contacts appear in Rechat, you can use eligible contacts with Rechat's marketing tools, including email campaigns, newsletters, and templates.

{% hint style="info" %}
**Important:** Before sending marketing, confirm that the recipients are appropriate for the message and that their communication preferences and applicable consent requirements are respected.
{% endhint %}

#### What happens to my contacts if I disconnect Follow Up Boss?

Contacts that have already synced remain in Rechat. However, new contacts and changes will no longer move between the platforms unless the integration is connected again.

#### Is the connection secure?

Yes. The integration uses a secure API connection and OAuth 2.0 authorization. Data is shared only through the connection you approve.

#### What should I do if I do not see my contacts or updates?

Try the following:

1. Open **My Profile > Integrations** and confirm Follow Up Boss shows as **Connected**.
2. Allow up to one hour for the sync to update.
3. Confirm that the contact contains supported information in the source platform.
4. Refresh Rechat and search the People Center using the contact's email address or phone number.
5. If the information still does not appear, contact your Rechat administrator or Rechat Support and include the contact's name, the field or activity that did not sync, where the change was made, and approximately when it was made.


---

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