Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Follow Up Boss Integration
Turn every chat into a qualified lead and manage follow-ups without missing a deal.
No credit card required
Contact sales
Integration availability depends on your Tidio plan.
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Use cases
What you can do with Tidio and Follow Up Boss
Turn chats into Follow Up Boss leads
Every conversation becomes a lead in Follow Up Boss, so you can follow up right away instead of retyping contact details.
See property interests during the chat
Contact details, property interests, and past chat history sit in one view, so replies stay personal without digging through records.
Route new inquiries to the right agent
Custom routing rules assign each lead to an agent, and real-time notifications tell them to answer while interest is high.
Start follow-up sequences automatically
Trigger sequences from the Follow Up Boss panel so prospects keep hearing from you without anyone setting a manual reminder.
Overview
Convert more real estate inquiries without adding manual work. Connect Tidio with your CRM and instantly turn conversations into qualified leads. Keep prospect data, property interests, and chat history in one place so every reply feels personal. Automated follow-ups and real-time notifications help you respond faster, stay consistent, and move deals forward with less effort.
Key features
- Capture leads automatically from chat into your CRM
- Access contact details, interests, and chat history in one view
- Assign leads to agents with custom routing rules
- Get real-time notifications to respond faster
Follow Up Boss
CRM
Tags
CRM
Contact Sync
How it works
Connect Follow Up Boss in minutes
1
Connect Follow Up Boss to Tidio
Link your Follow Up Boss account from the Tidio panel so leads captured in chat have somewhere to land.
2
Set your routing rules
Decide which agent gets which lead and who gets notified when a new inquiry comes in.
3
Follow up without manual work
New leads arrive with their chat history attached, ready for the follow-up sequences you already run.
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Frequently asked questions
Common questions about the Follow Up Boss integration
How does the integration help convert more leads?
Every chat conversation is automatically turned into a lead in your CRM, so you can follow up instantly and never lose a potential client.
Can I personalize conversations with this integration?
Yes. You see contact details, property interests, and chat history during conversations, making it easy to respond with relevant, tailored messages.
Does it support automated follow-ups?
Yes. You can trigger follow-up sequences automatically from the Follow Up Boss panel, helping you stay consistent and move prospects toward closing without manual effort.
Is the Follow Up Boss integration available on my plan?
The Follow Up Boss integration is available on the Premium and Plus plans. Compare plans to see what each plan includes.