Follow Up Boss

Connecting Follow Up Boss to Quin automatically syncs your contacts and meeting notes with your CRM. You can ask Quin questions about leads, create tasks, and update records without logging into Follow Up Boss.

Before you begin

You need an active Follow Up Boss account with permission to install integrations.

How to set it up

1. Go to Settings > Integrations
2. Click Add Integration
3. Select Follow Up Boss from the list
4. Click Connect and sign in to your Follow Up Boss account
5. Review the permissions Quin requests (read and write contact records)
6. Click Authorize to complete the connection

Your Follow Up Boss integration will now appear as Active in your Integrations page.

What to expect

After connecting Follow Up Boss, Quin automatically syncs contact information between your CRM and conversations. When you mention a lead or contact in chat, Quin finds the matching record in Follow Up Boss and updates it with your notes. You can ask Quin questions like "What did I last discuss with Marcus?" and get instant answers from your CRM without opening Follow Up Boss.

Examples of what Quin does:

• If you say "Spoke to Lisa Torres about the Maple Street property," Quin finds Lisa's record and logs the note
• When you ask "What's the status of my deal with David Kim?" Quin pulls the latest activity from Follow Up Boss
• After a meeting ends, Quin updates the contact record with notes, next steps, and follow-up tasks automatically

How it works

Quin keeps your Follow Up Boss contacts synchronized in real-time:

Meeting notes — When Quin captures notes from a meeting, it automatically attaches them to the relevant contact records in Follow Up Boss.

Contact lookups — Ask Quin about any lead by name or company, and it pulls current information from your Follow Up Boss account.

Automatic updates — When you tell Quin about conversations or commitments, it updates the corresponding Follow Up Boss records without manual data entry.

Task creation — Follow-up tasks and reminders you create through Quin sync to Follow Up Boss as activities on the relevant contact records.

Managing the integration

To disconnect Follow Up Boss:

1. Go to Settings > Integrations
2. Find the Follow Up Boss integration
3. Click Disconnect
4. Confirm to stop syncing

Disconnecting stops all future syncing between Quin and Follow Up Boss. Existing data in both systems remains unchanged.

Troubleshooting

Quin can't find a contact I know exists in Follow Up Boss

• Check that the contact name matches exactly in Follow Up Boss
• Verify the integration is still connected in your Settings
• Try using the contact's email address or phone number instead of their name

Meeting notes aren't appearing in Follow Up Boss

• Confirm the integration shows as Active in Settings > Integrations
• Check that you mentioned the contact's name during the conversation
• Verify you have write permissions for contacts in your Follow Up Boss account

Updates appear in Quin but not in Follow Up Boss

• Refresh your Follow Up Boss page to see the latest changes
• Check that your Follow Up Boss permissions allow Quin to write to contact records
• Try disconnecting and reconnecting the integration