When a deal goes under contract, the same client tends to get typed into two places: the transaction tool and the CRM. Then the closing date moves, and one of them is out of date. ClosedEasy now connects to Follow Up Boss, so your clients and deals stay current there without entering them twice.
You connect with your own Follow Up Boss API key. From then on, ClosedEasy sends what it knows at the moments that matter and leaves what you’ve already entered alone.
Your clients, at the right stage
When a client joins a deal, they’re found or created in your Follow Up Boss, assigned to you and tagged “ClosedEasy”. They move to your “Stage when they join” (Pending by default, else Active Client, or “Don’t change their stage”) with a note such as “Under contract on 14 Juniper Ln — closing Nov 20”.
When the deal is closed as completed, they move to your “Stage when the deal closes”, Past Client by default, with a closing note. For buyers, if “Add the property as a buyer’s home address at closing” is ticked, the property is added to their addresses.
A client’s existing name, emails, phones, assignment and other tags are never changed, and someone a teammate already has in the account is left alone rather than duplicated. Each moment is sent once, so reopening and closing again doesn’t repeat it, and a deal that fell through sends nothing at closing.
Your pipeline, kept up to date
With “Deals in your pipeline” on, as it is by default, every ClosedEasy deal gets a deal in your Follow Up Boss pipeline. It’s created with the deal, or linked to the one you already made for that property, so there’s never a second one. Deals you had in ClosedEasy before connecting are added on the next check.
Buyer deals, and deals where you represent both sides, go to the pipeline you pick under “Buyer deals (and both sides)”; seller deals go to the one under “Seller deals”. The record carries the address, the clients, you, the price, the closing and acceptance dates, and the earnest money, inspection or due diligence and final walk-through dates from the matching steps.
Closing as completed moves it to Closed. Any other close moves it to Fell through, unless you chose “Don’t move it”, and reopening puts it back to Under contract.
What comes back from Follow Up Boss
If you move the closing date, change the price, or move the deal to your Closed or Fell through stage in Follow Up Boss, the ClosedEasy deal shows “Changed in Follow Up Boss” and you get a bell. “Review the date” or “Review the price” opens Deal details already filled in, and you still tap Save details, which shows which steps move. “Close the deal” or “Close as fell through” opens the Close dialog. “Ignore” leaves things as they are. Nothing reaches your clients until you save.
You can start from Follow Up Boss, too. On the New deal client step, “Find in Follow Up Boss” searches your own contacts by name or email and fills in name, email and mobile. With “Tell me when someone goes under contract in Follow Up Boss” on, your dashboard offers to start the ClosedEasy deal, already filled in and linked.
How to set it up
- In Follow Up Boss, go to Admin → API → Create API key, one for your own user, and copy it.
- In ClosedEasy, open Settings → Integrations → Follow Up Boss, paste the key and tap Connect.
- Check “Stage when they join” and “Stage when the deal closes”. Untick “Add clients when they join a deal, not only at closing” if you only want closed clients sent.
- Under “Deals in your pipeline”, pick the pipelines and stages for buyer and seller deals.
- Optional: tap “Send past clients (12 months)” to send the clients of completed deals from the last 12 months. It shows the count first.
Good to know
- Changes in Follow Up Boss aren’t picked up instantly. ClosedEasy checks every couple of hours through the day, when you open the deal or your dashboard, and when you tap “Check Follow Up Boss now”.
- On a Coordinator Pro deal, clients go to the agent of record’s Follow Up Boss, which they connect in their own Settings, never the coordinator’s.
- Each deal’s Client & invite tab shows what was sent, with “Send again” if something failed.
- If Follow Up Boss stops accepting your key, your bell says “Reconnect Follow Up Boss” and clients wait until you paste a new one.
- Your key is stored encrypted and only its last 4 characters are shown. Disconnect deletes it and changes nothing already in Follow Up Boss.
- People and deals that were already under contract when you connected aren’t offered on your dashboard as new deals.
The Follow Up Boss connection is in Settings → Integrations today. Follow Up Boss is a trademark of its owner; ClosedEasy integrates with it but isn’t affiliated with it.