Connected to Follow Up Boss.

Worthington has a native integration with Follow Up Boss. The moment you connect, your contacts, pipeline stages, and client activity sync to Worthington's assistant. Every action he takes is informed by the data already in your CRM, with no manual imports.

Request access →

Your contacts sync instantly.

Connect Follow Up Boss and Worthington pulls your full contact list: names, deal stages, source, and activity history. No CSV export. No manual import.

Your book of business is live from day one.

Follow Up Boss → Worthington

4,892 contacts imported Just now

Sarah Chen

Active Buyer · Stage 4 · Referral

Stage 4

Marcus Webb

New Lead · Organic · 3-bed under $800K

New

James Hartley

Under Contract · 88 Oakdale

Stage 7

Anna Rivera

Nurture · 6 months active

Nurture

Pipeline context in every conversation.

However you ask, Worthington already knows their pipeline stage, last activity, and deal context. You get answers that reflect your actual CRM data, not a blank slate.

Worthington · Voice call

You

Where are we with the Henderson file?

Worthington

The Hendersons are in Active Buyer, Stage 4. Last activity was three days ago — an email I flagged for follow-up. Want me to draft a check-in?

FUB Stage 4 · 3 days since last contact · Referral lead

Records stay current automatically.

When Worthington takes any action, that information writes back to Follow Up Boss. New contacts, call notes, follow-ups sent. Your CRM stays accurate without you touching it.

Every action logged. Nothing missed.

Follow Up Boss · Activity

Contact created

Marcus Webb — New Lead, inbound email

2:11 PM

Note logged

Henderson — voice call, follow-up queued

2:18 PM

Stage updated

Miller — Under Contract · counter accepted

3:44 PM

Follow-up sent

James Hartley — re: 88 Oakdale availability

4:02 PM

CRM Integration

Connected securely.
Setup takes two minutes.

Worthington uses OAuth, the same standard as major enterprise software. Authorise once and your contacts, pipeline stages, and history are live. Every call and email draft is informed by what's already in your CRM.

Worthington AI reading Follow Up Boss CRM data to prepare a real estate client briefing and log completed actions

Questions about the Follow Up Boss integration.

Do I need to export my contacts first?

No. The OAuth connection handles everything. Once you authorise it, Worthington pulls your contacts directly from Follow Up Boss.

Will Worthington modify my Follow Up Boss data without permission?

Worthington writes back to Follow Up Boss only when taking actions you've delegated — like creating a contact from an inbound lead or logging a note you dictated. He does not make changes autonomously.

What if my contact data is updated in Follow Up Boss after syncing?

Worthington runs a background sync to keep contact data current. If a record is updated in Follow Up Boss, Worthington will reflect the latest information.

Does the integration work with Follow Up Boss ponds and contact stages?

Yes. Worthington maps Follow Up Boss contact stages and pond classifications to his own task routing and prioritisation system — so he knows which leads are hot, which are nurture, and how to treat each one accordingly.

Do I need a Follow Up Boss account to use Worthington?

No. Follow Up Boss is a supported integration, not a requirement. Worthington works as a standalone client record system for agents who don't use a separate CRM, and integrates with other CRM providers as they become available.