OVERVIEW: NEKST + FOLLOW UP BOSS INTEGRATION

This integration connects your Nekst account with Follow Up Boss (FUB), allowing you to sync contact records between the two platforms. It eliminates the need for double entry and ensures client info stays up to date, whether added in Nekst or FUB.

We will rolling out 3 Stages for our integration:

Contact Syncing - Contacts can be created in Nekst or FUB and shared between both systems
Deal Syncing - Transactions in Nekst will be synced to the "Deal" section of FUB
Details Widget - Each contact will display a custom Nekst Widget that provides a summary of Detail Boxes, Transaction Parties, Notes & Documents

As of 4/18/25, we are releasing the first (and most complex) stage of the integration - Contact Syncing

Connecting your Nekst account to your FUB Account

Before contacts can sync, you must authorize FUB to share information with Nekst. Using the Account Owner's Account (if you have a Team Pro Account, be sure you are logging in using the Account Owner/Manager's Nekst account).

1) Go to Settings -> Integrations -> Applications



2) Click Set Up Connection - from there, you will be asked to login to the main account for FUB & Grant Access





3) Be sure to click Grant Access. If successful, you will see a status of "active". Should you ever need to test the connection, you can do so by clicking the "Actions" dropdown and selecting Test Connection

You can test or remove access at any time in Nekst by selecting Delete Connection. If you Delete your Followup Boss connection, this will not modify/remove any existing contact in either Nekst or FUB

Contact Syncing

🔄 Key Integration Features

Two-Way Contact Sync
Contacts created or updated in Nekst will update in FUB (and vice versa if enabled).
Fields that will sync includes contact name, phone number & email address
Emails & SMS Messages sent to a Nekst Contact FROM Nekst, will appear in the "Notes" section of a FUB Contact

Importing a FUB Contact into Nekst

Nekst does not offer the ability to import all of your Followup Boss contacts. Only a fraction of those contacts will ever be used in a transaction, so we intentionally want to keep your Nekst Contact Database lean. There are 3 ways to import an existing FUB contact into Nekst:

1) Via the Contacts page - you can add a Contact directly from the Contacts page. Click (+ Add Contact) and type the first 3 letters of the person's first or last name. Any matching records will appear in the dropdown for you to select.


Once you select a FUB contact, you will create a link between the contact in Nekst and in FUB. You will receive a notice explaining that a link is being created and can be unlinked at any time.



2) When Launching a New Transaction



3) By Adding a New Transaction Party to an existing transaction

Syncing Existing Nekst contacts with FUB:

For accounts who already have a list of contacts and you would like to sync these contacts between Nekst & FUB, you can run a 1-time sync for ALL contacts. Nekst will match each of your contacts to your FUB contacts, first checking NAME and then looking for a matching EMAIL or PHONE NUMBER.

To conduct a Mass Sync:

Go to Contacts -> Mass Update -> Choose Select All or manually select contacts -> Click the black Sync to FUB button



If the contact matches exactly one FUB record based on name and either email or phone number, it will be automatically linked.
If no matching FUB record is found, a new FUB contact will be created.
If there are multiple possible matches, you will be prompted to select the correct FUB contact to link.


For Contacts that match 1 or 2 of the data points, you will be asked to confirm syncing the contact - and upon doing so - WHICH contact should be updated, should there be a conflict between the name, email or phone number

NOTE: Be sure to click "Show More" at the bottom of your list before "Select All" to ensure every contact is selected to be Synced.



Once contacts have been Synced between Nekst & FUB, any changes made in either application to the Name, Email or Phone Number will instantly be updated in both.

Displaying Emails & SMS Messages:

If Nekst contact, that is synced to FUB, is sent an Email or SMS message directly from Nekst, these messages will appear in non-editable format as a "Note" for the contact.

Deal Syncing

Here is a video overview for syncing Newly Created Transaction with a Deal in FUB - as well as a way to manually sync a Transaction to a Deal in FUB.

COMING SOON: Detail Widget...

Updated on: 05/09/2025