Introduction

Lofty supports a powerful two-way integration with Follow Up Boss (FUB), making it easier than ever to manage leads, track activities, and sync transactions across platforms.

Summary

• Getting Started
• Integration Options
• Lead Mapping Logic
• What Data Is Synced?
• Disconnecting the Integration

Getting Started

Step 1: Connect Lofty to FUB

1. Go to Settings in your Lofty account.
2. Click Lead Capture.
3. Find the Follow Up Boss integration option and select Connect.
4. Authenticate via OAuth to link your FUB account.

Integration Options

IMPORTANT: If the bound FUB account is not the owner --> we will not register the webhook from the FUB side.

When you click Connect, you will see two options to customize your sync. You can select both options to completely synchronize your lead data between the platforms. 

1. Sync Follow Up Boss leads to Lofty
   1. This will sync all leads in your FUB account that have been created in the last two years to Lofty.
   2. This is a good option if you have been using FUB as your CRM and want to start using Lofty, or if you want to track your Zillow Flex leads in Lofty.
2. Sync all leads in your Lofty account that have been created in the last two years to FUB. Further, you can sync all Lofty leads, or only those leads that originated from Zillow.
   1. This is a good option if you have been and want to continue using Lofty, but need to sync your Zillow leads to Follow Up Boss.
   2. This is also a good option if you want to use Lofty’s website or marketing tools while using FUB as your primary CRM.

Note: only leads where you are the primary assigned agent will be synced. By default, only leads where the person who integrated FUB (e.g., the company owner) is the primary assigned agent in Lofty will be synced to FUB.Leads assigned to other team members (agents) will NOT be synced to FUB under the owner's integration, unless those leads are directly assigned to the owner.

Lead Mapping Logic

When FUB sends leads to Lofty, the system uses the FUB Assignee to determine how to handle the lead:

Step 1: Does the FUB Assignee exist in Lofty?

• Yes → Proceed to lead matching.
• No → Lead import will fail.

Step 2: Lead Matching

If the agent exists in Lofty, the system checks for matching leads based on email:

• One match found → Lead is mapped.
• Multiple matches → Most recent last touch is used. If tied, the most recent creation time is used.
• No match → A new lead is created based on your company’s duplicate lead rules and agent permissions.

How Synced Data Appears

A FUB icon will appear on leads and transactions that are successfully synced. This icon is visible on both the list view and detail view.

What Data Is Synced?

Automatically Synced

Lead Info:

• Lead Type, Name, Phone, Email, Tags, Family Members, Mailing Address
• Buying/Selling Time Frame, Search Criteria (Price)

Communication Logs:

• Calls, Texts, Notes (manual), Tasks (type, description, due date/time, assignee)
  • Communication logs in Follow Up Boss that were created before integrating to Lofty will not be synced to Lofty. Once the integration is established, all newly-created communication logs will sync over.

Transactions:

• Name, Type, Stage, Sales Price, GCI, Team Revenue, Agent Revenue, Close Date, Assigned Agent, Contacts
  • Transactions in Follow Up Boss that were created before integrating to Lofty will not be synced to Lofty. Once the integration is established, all newly-created Transactions will sync over.

Manually Synced

Lead Pipeline:

• If the lead is FUB-mapped, you’ll see a FUB Stage field.

• When you update the pipeline status in Lofty, you’ll be prompted to sync the change to FUB.

   

Disconnecting the Integration

To stop syncing:

1. Go to Settings → Lead Capture → Disconnect next to the Follow Up Boss integration.
2. Click Disconnect to cancel the integration.

Once disconnected, the data will no longer sync between the platforms. 

Questions?

If you have any questions regarding this topic or any others, please reach out to our Support Team via email at <support@lofty.com>, by phone at 1 (855) 981-7557, or by chat with us through your Lofty CRM. 

Related Terms: FUB, Follow up Boss, Follow-up Boss