Connect CallKate to Follow Up Boss
Automatically sync callers, appointments, transcripts, and lead data directly into Follow Up Boss without writing any code.
How the integration works
Seamless data flow between your AI receptionist and Follow Up Boss.
Automatic Contact Creation
When a new caller rings, CallKate instantly creates a new contact in Follow Up Boss with their name, phone number, and caller ID info.
Call Logging & Transcripts
Every completed call is logged as an activity in Follow Up Boss, complete with full audio recordings and AI-generated summaries.
Real-time Triggers
Trigger workflows in Follow Up Boss based on call outcomes. If a lead is qualified, automatically move them to the next pipeline stage.
Setup in seconds
No developers required. Connect with OAuth or API key in 3 simple steps.
Go to Integrations
Log into your CallKate dashboard and navigate to the Integrations tab.
Select Follow Up Boss
Click on the Follow Up Boss card and click "Connect". You'll be prompted to authorize the connection.
Map your fields
Choose which CallKate data fields (like Caller Name, Summary, or Appointment Time) map to your fields in Follow Up Boss.
Supercharge Follow Up Boss with AI
Stop manually entering caller data. Let CallKate answer the phone and update your systems automatically.