Follow Up Boss

Follow Up Boss MCP integration

Books and reschedules appointments, logs calls and inbound events, moves deals through pipeline stages, and starts the action plan that follows up.

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99actions available

Three actions you can hand over today

Every action runs live through MCP. Nothing to build, nothing to maintain.

  • Create appointment

    Lyro creates new appointments in Follow Up Boss directly from customer conversations. Sales teams book follow-ups instantly without switching to the appointment system.

  • Merge template

    Lyro merges email templates with customer data and sends personalized messages. Sales teams execute templated outreach with real-time personalization in one action.

  • Create email marketing events

    Lyro logs email marketing events (opens, clicks, bounces) to Follow Up Boss for complete campaign tracking. Marketing teams build accurate pipeline attribution without manual data entry.

See all 99 actions

How businesses use Follow Up Boss + Lyro

Each card is one request a support team gets, and the Follow Up Boss actions Lyro runs to close it.

  • Book the showing while the lead is on the line

    Lyro checks the appointment types the team uses, creates the appointment in the right one, and records the outcome afterwards, so a showing is on the calendar before the caller hangs up.

    List Appointment TypesCreate AppointmentCreate Appointment Outcome

  • Log what came in so nothing is lost

    Lyro records the inbound enquiry as an event, logs the call that went with it, and reads the event history back, so an agent picking the lead up sees where it came from.

    Create EventsCreate CallList Events

  • Move the deal to the stage it reached

    Lyro reads the pipelines and stages the team configured, updates the deal to the stage it belongs in, and sets the custom fields that reporting depends on.

    List PipelinesList StagesUpdate Deal

  • Start the follow-up sequence automatically

    Lyro applies the action plan that owns the next few touches, updates a person's status inside it as they respond, and pulls the text message template the team already approved.

    Apply Action Plan to PersonUpdate Action Plan People StatusGet Text Message Template

How it works

Get started in 3 steps

Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Follow Up Boss actions it has and picks the ones a request needs.

  1. 01

    Connect Follow Up Boss

    Authorize the Follow Up Boss account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.

  2. 02

    Tell your agent what you need

    Describe the job the way you would hand it to a teammate. Lyro maps it to the Follow Up Boss actions that close it and chains as many as the request needs.

  3. 03

    Watch it work

    The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.

    Get started free
Follow Up Boss · Lyro

Everything else about Follow Up Boss

Setup, permissions, and the limits of what Lyro can do inside Follow Up Boss.

  • Not directly. There is no create-person action in this toolkit; new people arrive through Create Events, which is how Follow Up Boss records an inbound enquiry, while Update People Relationships and Get People Relationship manage the links between people who already exist.

Every action available in Follow Up Boss

All 99 actions your agent can call on Follow Up Boss, straight from the live MCP connection.

  • Apply action plan to person

    Apply an Action Plan to a person in Follow Up Boss.

  • Create appointment

    Create a new appointment in Follow Up Boss.

  • Create appointment outcome

    Create an appointment outcome in Follow Up Boss.

  • Create appointment type

    Create a new appointment type in Follow Up Boss.

  • Create call

    Add a call record to Follow Up Boss.

  • Create custom field

    Create a custom field in Follow Up Boss.

  • Create deal custom field

    Create a custom field for deals in Follow Up Boss.

  • Create deal

    Create a new deal in Follow Up Boss.

  • Create email marketing campaign

    Create an email marketing campaign in Follow Up Boss.

  • Create email marketing events

    Notify Follow Up Boss about marketing emails sent, opens, clicks, bounces, unsubscribes and spam reports.

  • Create events

    Send in a lead or an event related to a lead in Follow Up Boss.

  • Create group

    Create a new Follow Up Boss group with specified members and distribution settings.

  • Create pipeline

    Create a new pipeline in Follow Up Boss.

  • Create ponds

    Create a new pond in Follow Up Boss.

  • Create reactions

    Add a reaction (emoji) to a Note, Call, or ThreadedReply.

  • Create stage

    Create a new stage in Follow Up Boss.

  • Create team

    Create a new team in Follow Up Boss.

  • Create email template

    Create a new email template in Follow Up Boss.

  • Create text message template

    Create a text message template in Follow Up Boss.

  • Delete appointment

    Delete an appointment by ID.

  • Delete appointment outcome

    Delete an appointment outcome by ID.

  • Delete appointment type

    Delete an appointment type by its ID.

  • Delete custom field

    Delete a custom field by its ID.

  • Delete deal

    Delete a deal by its ID.

  • Delete deal custom field

    Delete a deal custom field by ID.

  • Delete group

    Delete a group by its ID.

  • Delete people relationship

    Delete a people relationship by ID in Follow Up Boss.

  • Delete pipeline

    Delete a pipeline by its ID from Follow Up Boss.

  • Delete pond

    Delete a pond by its ID.

  • Delete stage

    Delete a Follow Up Boss stage by ID.

The tools Follow Up Boss sits next to

Same connection, same setup. Pick the next one your team already uses.

Browse every integration

Ready to connect Follow Up Boss?

Authorize the account and your agent has all 99 actions from the first conversation.

Connect Follow Up BossTalk to sales
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