Follow Up Boss
| Status | Kind | How you connect |
|---|---|---|
| Coming soon | CRM | One click: approve bubbl3 on Follow Up Boss's own page |
Follow Up Boss isn't offered yet. This page says what it will do and what you can use meanwhile: a Lead URL, or Zapier, Make or n8n.
What it does
Follow Up Boss is a CRM for real estate teams. Connecting it lets bubbl3:
- import people (everything, a tag, a stage, an assigned agent or a Smart List) and get new and changed people as they happen;
- record every text bubbl3 sends or receives on the person as a text message record from bubbl3 (Follow Up Boss doesn't send them);
- keep opt-outs in step through bubbl3's field, Opted out of texts (bubbl3);
- update fields and tags when a workflow or conversion event asks.
bubbl3 never asks Follow Up Boss to send a text.
Setup
Connect as the account owner: only the owner can turn on the updates bubbl3 needs.
- In bubbl3, open Settings, Integrations, choose Follow Up Boss, then Connect, and approve bubbl3.
- Choose what to import, check the count and the field mapping. The phone typed mobile is the number texts go to.
- Answer How did these leads agree to hear from you?
If someone other than the owner connects, imports and logs work, but the connection shows that only the owner can turn updates on, and bubbl3 keeps trying.
Disconnect
Disconnect from the connection page in Settings, Integrations.
- Stops at once: imports, new and changed people, text records and writebacks. bubbl3 deletes its webhooks in Follow Up Boss.
- Deleted at once: bubbl3's access (Follow Up Boss is asked to revoke it; reconnecting then needs the approval page again) and the links between bubbl3 contacts and people. Opt-outs still waiting are dropped.
- Kept: contacts imported from Follow Up Boss, with their messages, labels and consent, unless you tick Also delete the contacts imported from it. Text records, notes, fields and tags bubbl3 wrote stay.
- Deleted later: the updates Follow Up Boss sent are deleted 30 days after they arrived.
Data shared
From Follow Up Boss to bubbl3: people's names, phones, emails, assigned agent, stage, lead source, tags, custom fields and the opt-out field; your account and user.
From bubbl3 to Follow Up Boss: a text message record for each text bubbl3 sent or received; notes for held or refused texts; the opt-out field on STOP; fields and tags when you ask.
Scopes and permissions
Follow Up Boss apps don't have scopes: bubbl3 acts as the user who connected it, with that user's role. That's why the account owner should connect.
Events
What bubbl3 receives
| Event in Follow Up Boss | In bubbl3 |
|---|---|
peopleCreated | New contact. bubbl3 reads each person named, imports them and starts "Lead imported from CRM" workflows. |
peopleUpdated | Contact updated. bubbl3 reads each person again (stage, tag, field and agent changes); starts "CRM contact updated" workflows. The opt-out field set opts them out. |
What bubbl3 writes back
| What | Where it shows in Follow Up Boss |
|---|---|
| Text log | A text message record on the person, labelled bubbl3 |
| Opt-outs | Opted out of texts (bubbl3) set to Opted out |
| Field updates | The person field you chose |
| Tags | Tags added or removed |
| Notes | A note from a conversion event |
Sending rules that still apply
Follow Up Boss never texts anyone through bubbl3 itself. Its new and changed contacts can start your workflows, and every workflow text goes through the same checks as a text you send from bubbl3. Nothing in Follow Up Boss can turn them off.
- Consent. When you connect Follow Up Boss or create a lead source, you confirm that everyone you send to bubbl3 has agreed to receive texts from you, so its contacts can be texted straight away. bubbl3 never texts a contact who opted out, and a workspace set to text only opted-in contacts texts only them.
- Opt-out. Replying STOP opts a contact out at once. bubbl3 also records it in Follow Up Boss.
- Quiet hours. No texts from 8:00 PM to 9:00 AM in the contact's own time zone (from the phone's area code). A text due then waits until the morning.
- Pacing. Each line texts at most 15 new contacts an hour and 50 a day (fewer while a new line warms up), and spaces texts 20 to 90 seconds apart. A big import or batch is queued and sent as the limits allow, never dropped.
- First messages. Until a contact replies, a text can't include links, photos or files, phone numbers or email addresses, must be 300 characters or fewer, and at most 3 texts go out.
What Follow Up Boss is told when bubbl3 doesn't send
A note on the person says the text wasn't sent, with the reason (never a text record, which would read as sent). A held text gets a note saying when it's scheduled.
| Reason | Code | What you see |
|---|---|---|
| A link before the contact replies | pre_reply_link_blocked | Not sent: "Links can't be sent until the contact replies" |
| A photo or file before the contact replies | pre_reply_media_blocked | Not sent: "Photos and files can't be sent until the contact replies" |
| A phone number before the contact replies | pre_reply_phone_blocked | Not sent: "Phone numbers can't be sent until the contact replies" |
| An email address before the contact replies | pre_reply_email_blocked | Not sent: "Email addresses can't be sent until the contact replies" |
| A first message that is too long | pre_reply_too_long | Not sent: "First messages must be 300 characters or fewer" |
| Too many texts without a reply | pre_reply_message_limit | Not sent: "Already sent 3 texts without a reply. Wait for the contact to reply" |
| The same text to too many people today | identical_text_limit | Not sent: "This exact text went to 20 people from this line today" |
| The line is paused after unanswered texts | unanswered_streak_limit | Not sent: "This line is paused after too many unanswered texts" |
| The contact opted out | contact_opted_out | Not sent: "The contact opted out of texts" |
| The workspace texts only opted-in contacts | consent_required | Not sent: "This workspace only texts contacts who opted in" |
| No line can reach the contact | line_unavailable | Not sent: "bubbl3's line for this contact isn't available" |
| Quiet hours | quiet_hours | Held: "Scheduled for 9:00 AM America/Chicago, quiet hours" |
| The line's daily limit | daily_new_contact_cap | Held: "Scheduled for Oct 15, 9:00 AM America/Chicago: today's limit for this line is reached" |
| The line's hourly limit of new contacts | hourly_new_contact_cap | Held: "Scheduled for 2:00 PM America/Chicago: this hour's limit of new contacts for this line is reached" |
The numbers are the default limits; a line's own limits change them. bubbl3's other checks (no phone number, a number that doesn't match) have their own plain reasons.
Limits and known gaps
- bubbl3 makes at most 100 requests every 10 seconds per connection, inside Follow Up Boss's limits.
- Stage changes aren't offered yet (stages are names in Follow Up Boss).
- People have no time zone field, so quiet hours use the phone's area code.
- Imports can't filter by date.
Troubleshooting
- "Only the Follow Up Boss account owner can turn updates on". Connect again as the owner.
- The connection needs attention. Follow Up Boss stopped accepting bubbl3's access. Reconnect from the connection page.