Integrations / CRM
Connect Follow Up Boss to WhatsApp: appointments, deals and tasks by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Follow Up Boss once, then ask Flann to look things up in it or get work done in it, by text or voice note. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Follow Up Boss and get their history in a few lines. Look-ups are instant.
111 actions in Follow Up Boss. 55 only look things up, and 56 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Follow Up Boss
Send any of these on WhatsApp, in your own words. Flann finds the right Follow Up Boss action and fills in the details from the conversation.
“Look up the deal in Follow Up Boss.”
“Look up the task in Follow Up Boss.”
“Show me my calls in Follow Up Boss.”
“Create a call in Follow Up Boss.”
“Create a deal in Follow Up Boss.”
“Create events in Follow Up Boss.”
What Flann can work with in Follow Up Boss
Follow Up Boss gives Flann 111 actions across 32 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Appointments | createdeletelook upupdate | 5 |
| Deals | createdeletelook upupdate | 5 |
| Tasks | createdeletelook upupdate | 5 |
| Teams | createdeletelook upupdate | 5 |
| Text message templates | createdeletelook upupdate | 5 |
| Calls | createlook upupdate | 4 |
| Email marketing campaigns | createlook upupdate | 3 |
| Events | createlook up | 3 |
There are three ways to get appointments work done in Follow Up Boss. Side by side:
| Compare | Opening Follow Up BossLog in, find it, do it | A rules toolRuns the steps you wired up | Follow Up Boss through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about appointments | Filters and searches you run yourself | Only the look-ups someone built | 55 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 56 changes, made from a message |
| Follow Up Boss records | All of them, one screen at a time | Only the ones you wire up | 32 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Follow Up Boss API key, once |
YesPartlyNo
Step by step: Follow Up Boss jobs you can hand to Flann
Each step below names the Follow Up Boss action Flann actually runs.
Create an appointment from a voice note
- You message Flann on WhatsApp: “Create an appointment in Follow Up Boss with these details.”
- Flann runs
List Appointmentsin Follow Up Boss and shows you what it found. - Flann runs
Create Appointmentin Follow Up Boss. - Flann creates it in Follow Up Boss and confirms in the chat.
Fix a deal without opening Follow Up Boss
- You message Flann on WhatsApp: “Change the deal in Follow Up Boss: here is what is different.”
- Flann runs
List Dealsin Follow Up Boss and shows you what it found. - Flann runs
Update Dealin Follow Up Boss. - Flann makes the change in Follow Up Boss and confirms in the chat.
Clean up tasks you no longer need
- You message Flann on WhatsApp: “Which tasks in Follow Up Boss are out of date? Remove the ones I confirm.”
- Flann runs
List Tasksin Follow Up Boss and shows you what it found. - Flann runs
Delete Taskin Follow Up Boss. - Each removal is confirmed in the chat.
Repetitive Follow Up Boss work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in Follow Up Boss, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in Follow Up Boss have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in Follow Up Boss with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.
What you stop doing: Silent quotes stop expiring without a second try.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Follow Up Boss. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Follow Up Boss.”
Pulling every task and callback due today from Follow Up Boss, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Follow Up Boss
- Search for Follow Up Boss in Flann’s Connectors.
- Paste your Follow Up Boss API key into the secure form Flann opens. You will find the key in your Follow Up Boss account settings.
- From then on, message Flann on WhatsApp. It works in Follow Up Boss whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Follow Up Boss. You can disconnect Follow Up Boss from Connectors at any time.
Ways to use Follow Up Boss with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Follow Up Boss: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in Follow Up Boss have not heard from you in a week. It lists them and drafts the follow-up for each.
Move deals forward
Tell Flann a deal closed or stalled.
Everything Flann can do in Follow Up Boss
The full list of Follow Up Boss actions available to Flann once you connect it.
Looks up 55
- Get Deal
- Get Identity
- Get Me
- Get Person
- Get Pipeline
- Get Task
- Get User
- List Appointments
- List Calls
- List Custom Fields
- List Deal Custom Fields
- List Deals
- List Events
- List Groups
- List Notes
- List People
- List Pipelines
- List Stages
- List Tasks
- List Templates
- List Text Messages
- List Users
- Get Appointment
- Get Appointment Outcome
- Get Appointment Type
- Get Call
- Get Deal Custom Field
- Get Event
- Get Group
- Get People Relationship
and 25 more
Changes 56
- Create Call
- Create Custom Field
- Create Deal
- Create Deal Custom Field
- Create Email Marketing Events
- Create Events
- Create Group
- Create Note
- Create Person
- Create Pipeline
- Create Reactions
- Create Stage
- Create Task
- Create Team
- Delete Deal
- Delete Group
- Delete Pipeline
- Delete Pond
- Delete Stage
- Delete Task
- Delete text message template
- Update Deal
- Update Note
- Update Person
- Update Task
- Apply Action Plan to Person
- Create Appointment
- Create appointment outcome
- Create Appointment Type
- Create Email Marketing Campaign
and 26 more
More CRM apps Flann works with
Common questions
What can Flann do with appointments in Follow Up Boss?
Flann can create, delete, look up and update appointments in Follow Up Boss, using 5 actions (Create Appointment, Delete Appointment, Get Appointment, List Appointments and more). Looking up runs straight away and changes nothing. The other actions create or change appointments in Follow Up Boss.
What can Flann do with deals in Follow Up Boss?
Flann can create, delete, look up and update deals in Follow Up Boss, using 5 actions (Create Deal, Delete Deal, Get Deal, List Deals and more). Looking up runs straight away and changes nothing. The other actions create or change deals in Follow Up Boss.
How does Flann connect to Follow Up Boss?
Open Connectors in Flann, choose Follow Up Boss and paste your Follow Up Boss API key into a secure form. You will find the key in your Follow Up Boss account settings. Once it is connected, Flann can use 111 actions in Follow Up Boss.
Can I use Follow Up Boss from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Follow Up Boss for you. You do not need to open Follow Up Boss.
Is Follow Up Boss included in my Flann plan?
Yes. Every Flann plan includes every app, Follow Up Boss included.