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How to connect your CRM to an AI assistant, from the beginning.
Start Here
These are in order: each one gives you something the next step asks for, so it's worth doing them in sequence the first time.
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1
Finding Your Follow Up Boss API Key
Where the key lives in Follow Up Boss, and why it is shown only once.
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2
Adding a Follow Up Boss Connection
Paste the key, confirm the account it reached, and fix one it rejects.
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3
Installing in Claude Desktop
Add a custom connector, and the one setting everybody gets wrong.
Follow Up Boss
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Finding Your Follow Up Boss API Key
Where the key lives in Follow Up Boss, and why it is shown only once.
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Adding a Follow Up Boss Connection
Paste the key, confirm the account it reached, and fix one it rejects.
Connecting an App
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Installing in Claude Desktop
Add a custom connector, and the one setting everybody gets wrong.
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Creating an Access Token
Mint a token, copy it before it disappears, and revoke one you have lost.
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Installing in Claude Code
One command, then a first question that proves the whole path.
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Installing in ChatGPT
In Progress
Signing in works. What is missing is that nobody has walked ChatGPT's connector flow yet.
Help
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When Something Goes Wrong
The five failures worth recognizing, and what each one actually means.
Bugs and Feedback
Something broken, something confusing, something missing: tell me. This is a private beta, and a report from you is the fastest way anything here gets better.
Working on Something Else?
I also build websites, integrations, automations and custom tools for real estate agents and teams. If there's a process in your business that eats a day a week, tell me about it and I'll tell you what I'd do about it.