Follow Up Boss

This follows the three moves in How every recipe works. Follow Up Boss works best with a small receiver of your own in the middle, because its own automations don’t send custom HTTP requests. Zapier or Make can stand in if you’d rather not run code.

Send new people

1. In Follow Up Boss, register a webhook for the peopleCreated event (through its API). It sends the new person’s ID to your receiver.
2. Your receiver fetches the person from Follow Up Boss’s API, then sends the lead to CallView:

// In your receiver, after you've fetched the person from Follow Up Boss:
await fetch('https://v2-api.callview.ai/api/v1/external/leads', {
  method: 'POST',
  headers: {
    Authorization: `Bearer ${process.env.CALLVIEW_SECRET}`,
    'Content-Type': 'application/json',
    'Idempotency-Key': `fub-${person.id}-create`,
  },
  body: JSON.stringify({
    campaign_id: '7c1f2b9e-4a3d-4e8f-9b21-5d6a7e8f9a01',
    external_id: `fub-${person.id}`,
    phone: person.phones?.[0]?.value,
    name: person.name,
    email: person.emails?.[0]?.value,
    fields: { source: person.source ?? '' },
    consent: { source: 'crm', agreed_at: person.created, text: 'Opted in on the lead form' },
    call_now: true,
  }),
});

Change the consent to match how your leads really agree to be called.

Log the outcome

1. Point a CallView webhook endpoint at your receiver, with "events": ["call.completed", "lead.opted_out"]. Check the signature on every delivery.
2. On call.completed, take the person’s ID from data.object.lead.external_id (minus fub-) and use Follow Up Boss’s API to:
   • add a note with data.object.note and who took the call (data.object.handled_by.name),
   • set a stage or a tag from data.object.outcome (for example interested moves them to “Hot”),
   • create a task for data.object.callback_at when the outcome is callback.
3. On lead.opted_out, mark the person do-not-call in Follow Up Boss as well.