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Client Identity

Display Name

Status

Call Cadence

Primary Contact

Name

Follow Up Boss Integration

API Key

Leave blank to keep the existing key. FUB → Settings → API → Create API Key

Subdomain

From your FUB URL: {subdomain}.followupboss.com

Transaction Management System

Platform

Client ID

Leave blank to keep existing value.

Client Secret

Add New Client

Team Name

—

Contact

Optional

FUB Connection

Optional

Zillow CSV

Optional

Status

—

What's the team called?

This will be their canonical name throughout the platform.

Team Name *

Primary contact.

Who's the team leader or main point of contact?

Contact Name

Contact Email

Connect their Follow Up Boss account.

Enter their FUB API key to start syncing lead data. Find it in FUB → Settings → API → Create API Key.

FUB API Key

Upload their Zillow Payments file.

Download the CSV from Zillow → Payments and upload it here. This powers the ROI analysis.

📂

Drag & drop CSV here, or click to browse

Zillow Payments export · .csv

Transactions—

Total GCI—

Total Zillow Fee—

Avg Fee %—

Avg Deal Size—

What's their current status?

You can change this at any time in Settings.

Prospect

Analyzing data for a sales conversation. Not billed. FUB data will sync immediately.

Active Client

Full platform access. AI coaching and call intelligence enabled. Billing active.

Ready to add.

Review the details below before adding this team to the platform.

Good morning, Ryan.

Importing Data

New Client

Add Action Item

Add Resource

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