Overview
The Follow Up Boss (FUB) integration keeps your ClarityNOW goals, reporting, and P&L accurate by syncing deals and activity from FUB — without spreadsheets.
What You Get
- Automatic creation and updating of ClarityNOW transactions from FUB deals via webhooks
- Mapped pipelines and stages (custom FUB pipelines supported)
- Daily Tracking auto-sync from FUB calendar appointment types
- A FUB sidebar in ClarityNOW to browse contacts, tasks, and deals
- Team support with agent-level integrations that roll up to the Rainmaker
What You Still Do Manually
- Enter the property address (FUB contacts can have multiple addresses)
- Complete the Cost of Sale and commission splits
Sync Frequency
- Deals & stages — Webhook events processed every minute
- Daily Tracking — Refreshed every 5 minutes from FUB
Connecting Follow Up Boss
- In ClarityNOW, open Dashboard > Tools & Integrations
- Choose Follow Up Boss Integration > Launch
- Click Start Integration
- In Follow Up Boss, go to Admin > Integrations > API Keys & Lead Email
- Click Create API Key, name it "ClarityNOW", and copy the key
- Back in ClarityNOW, paste the API key and click Save
- Click Complete Integration to register webhooks and create custom fields
Step 2: Configure Pipelines & Stages
Choose Which Deals Auto-Sync
For each FUB pipeline and stage, toggle Yes/No to include it in auto-sync. Custom pipelines and stages appear automatically.
Map FUB Stages to ClarityNOW Statuses
Use Deal Stage Mapping to point FUB stages to ClarityNOW statuses (e.g., map "Offers", "Contract", and "Pending" to ClarityNOW's "Pending" status).
Step 3: Daily Tracking Mapping
- In FUB, define your Appointment Types in Calendar
- In ClarityNOW Daily Tracking Mapping, map each FUB appointment type to the corresponding tracking metric
- Custom tracking categories can also be mapped
Working with Deals
From FUB to ClarityNOW
- Create or update a Deal in FUB
- Within a minute, ClarityNOW creates a transaction with status Incomplete
- Open the transaction and finish: Address, Cost of Sale, and commission splits
- Click Save to complete
From ClarityNOW to FUB
On any transaction, click the Follow Up Boss button to Create Deal in FUB or Find & Link Deal to connect an existing one.
The FUB Sidebar
Access via Integrations > Follow Up Boss for tabs showing:
- Contacts — Search and browse FUB contacts; create listings or transactions
- Leads — View synced leads
- Tasks — See FUB tasks while working in ClarityNOW
- Deals — Filter by pipeline/stage, open deals, create transactions
Team Functionality
- Each agent connects their own FUB API key
- Agent updates flow to their ClarityNOW accounts and roll up to the Rainmaker
- Agents see only their data; leaders see company-wide plus per-agent via Observatory
FAQs
Does the integration backfill older deals? No. Link them manually via Find & Link Deal or create transactions from the FUB Sidebar.
Why isn't the property address auto-filled? FUB contacts can hold multiple addresses. Choose the correct one via Search FUB or type it manually.
How fast is syncing? Deals process every minute; Daily Tracking updates every 5 minutes.
Can I control which FUB stages sync? Yes. Toggle stages in Integration Settings and map them to ClarityNOW statuses.