Veilleur.studio + Follow Up Boss: from inbound conversation to agent-ready context.
Follow Up Boss can remain the system where your agents manage leads, action plans and follow-up. Veilleur.studio handles the configured first conversation and sends structured context into that workflow so your team can continue from the CRM it already uses.
This page describes the intended integration. Veilleur.studio does not claim a live Follow Up Boss integration, or describe itself as an “official Follow Up Boss partner,” until the connection is verified end to end and any partner status is formally granted. Request access to join the rollout.
A CRM can capture a lead. It cannot answer every live conversation for your team.
A lead can exist inside Follow Up Boss and still lose momentum if a buyer calls while the agent is in a showing, a seller reaches the office after hours or a conversation arrives without enough context for the next action. Veilleur.studio is designed to close that operational gap.
How the workflow connects
1
A buyer or seller reaches the configured inbound channel.
2
Veilleur.studio handles the approved first-response conversation.
3
Qualification fields and conversation context are normalized.
4
The integration sends the supported event into Follow Up Boss.
5
Existing Follow Up Boss lead flow, assignment or automation continues per your configuration.
6
The assigned agent sees the context needed for the next step.
What can be written
Only fields confirmed in the production implementation are enabled. The intended data model includes: name and contact details; source; buyer/seller intent; property context; timeline or requested appointment context; a structured conversation note or summary; language; qualification outcome; next action / human-handoff state; and call metadata where supported and appropriate.
Do not reduce a live conversation to a new contact record.
For real estate teams, the useful outcome is not merely “a contact was created.” The event needs to enter the CRM in a way that preserves source, context and the automation or assignment logic the brokerage already depends on. That is why the Veilleur.studio Follow Up Boss adapter is designed around the CRM’s event workflow rather than a generic contact sync.
A temporary CRM problem should not lose the conversation.
The conversation and normalized lead event are preserved outside the synchronous caller path. If a CRM write fails, the integration retries according to the production retry policy and surfaces an operational alert rather than pretending the write succeeded.
What we need from your team
current lead sources;
Follow Up Boss lead-flow behavior;
assignment logic;
action plans / automations that should or should not fire;
required fields and notes;
duplicate-handling behavior;
agent handoff expectations;
test contacts and test scenarios.
Bring us one real Follow Up Boss workflow.
We will walk through what happens from the incoming conversation to the event your agent sees in Follow Up Boss.
