Followup Boss

Setup Overview

Connect FollowUp Boss to Nekst
From your Nekst account, navigate to Settings > Integrations and connect your FollowUp Boss account using your API key.

Map Transaction Types to Pipelines
Associate each Nekst transaction type (e.g., Buyer Closing, Listing Workflow) with a pipeline in FollowUp Boss to ensure deals flow into the correct stage.

Assign Team Members
Link your Nekst users to their corresponding FollowUp Boss users so activity is properly tracked.

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‍Enable Deal Syncing
‍As transactions are created or updated in Nekst, they’ll automatically sync into FollowUp Boss as deals – complete with contacts, key dates, and pipeline placement.

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Key Features

Automatic Deal Syncing
Transactions created in Nekst automatically appear in FollowUp Boss as deals, keeping contact and pipeline data in sync.

Contact Matching
Nekst identifies and links contacts already stored in FollowUp Boss, preventing duplication and keeping your CRM clean.

Pipeline Mapping
You can define how each type of transaction in Nekst is represented within FollowUp Boss, ensuring a smooth workflow between sales and operations.

One-Way or Two-Way Sync Flexibility
The integration is designed to flow from Nekst to FUB, but advanced teams can layer in custom automations (via Zapier or API) to trigger actions in both directions.

Activity Tracking Across Systems
As tasks are completed in Nekst, relevant activity appears in FUB so your entire team stays aligned.

Team Support
Each synced transaction is assigned to the correct user in FollowUp Boss, even in large team structures.

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Benefits of Integrating Nekst with FollowUp Boss

Eliminates Double Entry
Save time by entering a transaction once in Nekst and having it auto-populate in FollowUp Boss – no redundant data input.

Improves Follow-Up Speed
Agents can trigger smart follow-up sequences from FollowUp Boss based on transaction progress in Nekst.

Unifies Sales and Operations
While sales teams live in FollowUp Boss, operations teams live in Nekst – this integration keeps everyone on the same page without extra check-ins.

Drives Accountability
Track deal progress and checklist completion without chasing updates, making coaching and performance reviews more data-driven.

Supports Better Conversion Tracking
See which processes and workflows result in more closings by analyzing transaction trends across both platforms.

Scales Easily with Your Team
Whether you're a solo agent or a multi-agent brokerage, this integration grows with your business and helps standardize your systems.

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