Follow Up Boss

Follow Up Boss

HeyJamie connects to your Follow Up Boss account to help you stay on top of leads. She looks up contact details before replying, logs emails and meetings automatically, and can even create new leads when someone reaches out.

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Follow Up Boss + HeyJamie: Smarter Lead Follow-Up Without the Admin

What is HeyJamie?

HeyJamie is your AI assistant for email, meeting scheduling, and lead follow-ups. Just CC Jamie on any thread and she’ll handle the admin—replying, booking meetings, sending reminders, and updating Follow Up Boss behind the scenes.

No switching tabs. No logging calls. No forgetting to follow up.

How HeyJamie Works with Follow Up Boss

HeyJamie integrates directly with Follow Up Boss (FUB) to keep your CRM current while you stay focused on your clients.

Once connected, Jamie can:

  • Search your contacts in Follow Up Boss before replying
  • Create new leads automatically
  • Log email threads, meetings, and notes to the right contact
  • Keep your pipeline updated—without you doing a thing

What Jamie Can Do with Follow Up Boss

Look Up Contact History

Before replying to someone, Jamie checks their FUB record—so she knows if they’ve toured a property, what stage they’re at, and when you last spoke.

Create New Leads

If someone emails you who isn’t already in Follow Up Boss, Jamie can create a contact record for them—so nothing slips through the cracks.

Log Emails, Calls, and Meetings

Jamie automatically logs your communication as activities in FUB:

  • Emails sent or received
  • Calendar invites and meetings
  • Notes from your threads or assistant tasks

All logged under the right person, without any manual entry.

Stay Organised Without Logging In

Jamie works in the background—so while you’re focused on selling homes or managing deals, your CRM stays clean and accurate.

Why Use HeyJamie with Follow Up Boss?

Designed for Sales Pros

You don’t have time for admin. Jamie makes sure your follow-ups are logged and your CRM is up to date.

Just CC Jamie

There’s no new interface to learn. Jamie lives in your inbox and works via email.

Never Miss a Lead

New inquiries and referrals get added to Follow Up Boss immediately—no manual entry or risk of forgetting.

Makes You Look Good

Jamie helps you stay responsive, organised, and professional—without spending hours behind a screen.

How to Connect Follow Up Boss to HeyJamie

  1. Go to app.heyjamie.ai
  2. Select Connect Follow Up Boss
  3. Log in and approve access
  4. Jamie is now connected and ready to keep your CRM updated

Frequently Asked Questions

What data can Jamie update in Follow Up Boss?
Jamie can update Contacts, log Activities (emails, meetings, calls), and create new leads.

Does Jamie log everything?
You can choose what gets logged. You’re always in control, and Jamie is designed to be helpful—not noisy.

Can Jamie read private notes or other users’ leads?
No. Jamie only accesses what’s needed for you—the authenticated user.

Is this secure?
Yes. Jamie uses secure token-based access and encrypted data handling. You can revoke access at any time from Follow Up Boss settings.

Start Using HeyJamie with Follow Up Boss Today

Spend more time selling and less time updating your CRM.
Start your free trial → app.heyjamie.ai

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