Follow Up Boss + Shilo

Follow Up Boss is the operating system for real estate teams: lead routing, follow-up, and pipeline in one place. Shilo listens to the calls FUB already records and turns them into grades, coaching, and appointment-saving flags.

Categories

Official integration CRM

Resources

  • Follow Up Boss → Shilo
  • Shilo → Follow Up Boss
  • Embedded widget inside the Follow Up Boss interface

How the Follow Up Boss integration works

Shilo connects to Follow Up Boss with an API key. Add it to Shilo, pick the pipelines and agents to include, and grading starts the same afternoon. There’s nothing to install and nothing for your agents to change: they keep calling, texting, and working Action Plans exactly as they do today.

From then on, every call recording that lands in Follow Up Boss is pulled into Shilo automatically and graded against industry best practice, by models trained on years of real agent talk time. The results go back where your team already lives. Shilo writes call notes to the FUB timeline, enriches contact records with tags, creates appointments automatically when a call books one, and displays each contact’s call ratings inside the embedded Shilo widget, so nobody opens a second tab to see how a conversation went.

Team leads get the rolled-up view, with leaderboards by agent, lead source, or outcome, while agents see exactly which moment in a conversation cost them the appointment and what to say next time. And when a flagged deal needs another touch, it goes straight back into a Follow Up Boss Action Plan.

For agents

Follow Up Boss logs the call.
Shilo tells you if it was any good.

Your CRM tracks activity. Shilo listens to every conversation inside it, grading your calls, flagging the opportunities you missed, and telling you exactly what to say on the next touch.

  • Connects to your existing FUB account
  • 5-minute setup
  • No workflow changes
Marisa Ellison · call transcript 4m 12s
  1. 02:31

    “We're pre-approved and we'd really like to be in somewhere by September.”

  2. 02:39

    “Great, I'll send over some listings tonight and you can let me know.”

  3. Shilo flag · missed appointment ask

    A September timeline plus pre-approval is a showing, not an email. Suggested line: “Are you free Saturday morning to see two of them in person?”

  4. 03:48

    “Sounds good, talk soon.”

Coaching that points at the sentence

“Do better on discovery” is not coaching. This is.

Shilo shows you the exact moment a deal slipped, why it slipped, and the line that should have been said. It's saved to the FUB contact as a call note, so your next touch is better than the last.

Agents: 7-day free trial

Every call graded from your first day

Connect your Follow Up Boss account and see your first graded calls this afternoon.

Get Started

For teams & team leads

Follow Up Boss runs your pipeline.
It can't hear your team.

Activity data only tells you one part of the story. It never tells you why a deal fell apart. That's where the best coaching opportunities live.

Follow Up Boss already nails this

  • Routing leads to the right agent in seconds
  • Logging every call, text and email
  • Action Plans that keep follow-up moving
  • Deal stages and pipeline reporting

What no CRM can answer

  • Was that 4-minute call actually any good?
  • Did the agent ask for the appointment?
  • Which three agents need coaching this week?
  • Where in the conversation are deals dying?

Shilo answers all four, using the calls already in your Follow Up Boss account.

Every call graded

Your whole team's week, scored within seconds

Shilo pulls the recordings FUB already stores and grades all of them, not just the four you had time to listen to. Filter by agent, lead source, or outcome.

  • 100% call coverage instead of spot checks
  • Call notes and tag enrichment written back to FUB
  • Scoring trained on years of real agent talk time
“Shilo is the competitive advantage. The data tells us who's following the playbook, who needs help, and exactly how to fix it. Conversion rates went up by 113% in the first 4 months. ”
Chris Vandervalk Chris Vandervalk COO, Whissel Realty Group

Follow Up Boss teams: bulk discount + white-glove onboarding

Stop guessing which conversations are working

Walk through the integration live and see your own calls graded. Every team gets white-glove onboarding and a dedicated success manager.

Book a Demo

Frequently Asked Questions

Everything you need to know about connecting Shilo to Follow Up Boss.

How does the Follow Up Boss connection work?

During your Shilo account onboarding you will copy/paste your FUB API key. That's it. We do the rest. Shilo reads the call recordings FUB already stores and starts grading them the same afternoon. Setup takes about five minutes.

Does Shilo write anything back to Follow Up Boss?

Yes. Shilo writes call notes to the FUB timeline, enriches contact records with tags, and creates appointments automatically when a call books one. Each contact's call ratings also display inside the embedded Shilo widget, so your team sees them without leaving FUB.

Do my agents have to change how they work?

No. Agents keep calling, texting, and working Action Plans exactly as they do today. Shilo listens to the conversations FUB records and turns them into scores and coaching. No extra logging, no new dialer.

Which calls can Shilo grade?

Any call recorded in Follow Up Boss: inbound or outbound, any lead source. You choose which pipelines and agents to include when you connect.

Does Shilo work for solo agents, or only teams?

Both. Solo agents use Shilo as a personal call coach on every FUB conversation; teams add leaderboards, consistent grading across every agent, and coaching workflows for team leads. Pricing is split the same way: Solo and Teams.

Is there a free trial available?

Yes. Solo agent accounts get a 7-day free trial. Teams are priced at a bulk discount, white-glove onboarding, and a dedicated customer success representative.