How to set up the Follow Up Boss Import integration

How to enable automatic syncing of leads from non-Luxury Presence sources into AI CRM, including two-way assignment sync.

Important: This feature is only available on desktop. It is not accessible through the Luxury Presence Mobile App.

Overview

The Follow Up Boss Import integration automatically pulls leads created manually or through third-party sources in Follow Up Boss into AI CRM — so you can send saved searches and manage those leads without manual entry. It also enables two-way lead assignment sync between the two platforms.

Important: This is a separate integration from the main Follow Up Boss connection. If you've already connected FUB, you still need to add this integration separately.

Note: Only the Follow Up Boss account owner can authorize this integration.

Who this is for

Agents and teams using Follow Up Boss who want leads from non-Luxury Presence sources automatically synced to AI CRM — enabling saved searches and consistent lead management across both platforms.

How to enable the FUB Import integration

1. Navigate to the Presence® Platform.
2. Click your name or initials in the bottom left-hand corner of the screen.
3. Select Settings from the menu, then select Integrations.
4. Click Add New in the top-right corner.
5. Name the integration (e.g., "FUB Import").
6. Select Follow Up Boss – Import as the vendor.
7. Click Create Integration & Authorize with Follow Up Boss.
8. Log in to your Follow Up Boss account and grant access.
9. You'll be redirected back to the Integrations page — your sync is now active.

How two-way assignment sync works

Once enabled, lead assignment syncs two ways between Follow Up Boss and AI CRM:

• If you update the assigned agent in Follow Up Boss, the change syncs to AI CRM
• If you update the assigned agent in AI CRM, the change syncs to Follow Up Boss
• Sync only occurs if the agent's email address matches in both platforms
• Sync applies only to new or updated leads going forward — not retroactively to all existing leads automatically

Important: Two-way assignment sync is only available through the direct FUB Import integration described above. If you connected Follow Up Boss using a Zapier-based integration instead, that connection does not support two-way assignment sync. If you have both a Zapier-based connection and the FUB Import integration active, keep in mind that only the FUB Import integration handles assignment sync.

Syncing older Follow Up Boss leads: Older leads will also sync if they are updated in Follow Up Boss in any way — including agent assignment changes or contact information updates. This does not happen automatically; a manual update in Follow Up Boss is required to trigger the sync for each lead. This lets you gradually bring historical FUB leads into AI CRM over time without manual data entry.

FAQs