> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.nekst.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Followup Boss Integration

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/nekst-followup-boss-1_195n2cl.png =800x200)

# 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 are rolling out 3 stages for our integration:

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

|| As of 7/14/25, we have released the first and second stages of the integration - Contact Syncing & Deal 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**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10434_1i4e7fy.png =800x236)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10460_12yxm32.png =500x378)

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10461_nh1ai9.png =500x605)

| Be sure to login using your Username & Password to complete this step. Do not login using Gmail, Outlook, or other OAuth services. 

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 Follow Up Boss connection, this will not modify/remove any existing contact in either Nekst or FUB

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10463_1hx1wj9.png =800x246)

# 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 include **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 Follow Up 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. 
![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10555_xslh7l.png =800x634)

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. 

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10573_k6a39l.png =500x247)

2) When **Launching a New Transaction**

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-10593_1wqvmk9.png =800x328)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-11005_9mshq4.png =500x491)

### 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 one-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

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-11093_1hr5by0.png =800x540)

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

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-11152_2ed5sw.png =500x480)
|| 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-11234_p0dflr.png)

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 a 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.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-04-18-at-11404_12s11tv.png =800x458)

# Deal Syncing

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

${youtube}[Deal Syncing in Follow Up Boss](9mB9iwCyqeg)

## How to Sync Nekst Transactions to Deals in Follow Up Boss

### Step 1: Connect Your Follow Up Boss Account

1. Go to **Settings > Integrations** inside Nekst.
    
2. Click **Connect to Follow Up Boss**.
    
    > 🔒 Currently, only one FUB account can be connected at a time. 

### Step 2: Match Nekst Transaction Types to FUB Pipelines

For each **Transaction Type** (e.g. Listing or Purchase):

1. Choose the corresponding **Pipeline** in Follow Up Boss.    (Example: For *Listings*, connect it to your *Sellers* pipeline)
        
2. Set up status mappings:    
* When the Nekst status is **Active**, match it to the FUB**"Listed"** stage.
* When the Nekst status is **Closed**, match it to the FUB**"Closed"** stage
* If you have a status like **Archived**, you can map that as well.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-05-09-at-21843_wyc7w3.png =800x690)

### Step 3: Map Fields Between Nekst and FUB

Link your Nekst fields to the appropriate FUB fields to keep details in sync.  Under the **Field Mapping** section, you will see those default fields from Follow Up Boss. We can link each field to a Detail Box in Nekst, to ensure that any information you add into Nekst can flow through to FUB. 

> 💡 You can also create **custom fields** in FUB and map them to any custom fields you’ve created in Nekst.

![](https://storage.crisp.chat/users/helpdesk/website/-/f/4/3/f/f43f5e89d91dd000/screenshot-2025-11-21-at-11202_vrx7js.png =700x476)

### 🚀 Step 4: Launch a Transaction and Sync in Real-Time

1. Launch a new transaction in Nekst (manually or via contract upload). 

* A Deal is created automatically in FUB whenever a new Transaction is created in Nekst. 
* You can manually create a Deal in FUB from a Nekst Transaction by going to the Transaction page in Nekst -> Open... -> Details -> Look for the Follow Up Boss Integration Link below the "Transaction Setup" Section.
   
2. Once launched, check your FUB **Deals** section – the deal will appear with synced info like:   

* Transaction Name
* Selling Price
* Commission 
* Or any other field you wish to sync!

   
3. When you **update fields**in Nekst (e.g. changing price to $500,000 or moving the close date), the changes**automatically reflect in Follow Up Boss**.