Follow Up Boss Integration

rokrbox is a lead engagement service that calls your new leads on your behalf using trained Inside Sales Agents (ISAs). When connected to your Follow Up Boss account, rokrbox automatically:

• Syncs your new leads — When a lead enters Follow Up Boss, rokrbox picks them up for immediate outbound calling.
• Logs every call — Each call attempt and outcome appears as a note on the lead's profile in FUB, so your team always knows what happened.
• Tags leads by outcome — Leads are automatically tagged based on the call result (e.g., “rokrbox - Live Transfer”, “rokrbox - Hot Opportunity”, “rokrbox - Long Term Lead”). Use these tags to trigger Action Plans or build smart lists.
• Posts AI call summaries — For qualified conversations, rokrbox generates a detailed AI summary and pins it to the lead's profile so your agents have full context before following up.
• Keeps contact info in sync — If you update a lead's phone number or email in FUB, rokrbox picks up the change automatically.
• Respects your stop tags — Apply a designated stop tag to any lead in FUB and rokrbox will immediately remove them from active calling.

The integration is fully automated. Once connected, here's what happens behind the scenes:

• New leads added to FUB are automatically sent to rokrbox for calling (filtered by the sources and stages you choose during onboarding).
• After each call, a note is posted to the lead's FUB timeline with the call result, and the appropriate tag is applied.
• For qualified conversations (live transfers, hot leads, etc.), rokrbox also posts an AI-generated call summary as a pinned note.
• Contact info changes in FUB (phone, email) sync to rokrbox automatically.
• When you tag a lead with your configured stop tag in FUB, rokrbox stops calling that lead immediately.

rokrbox uses its own phone numbers for outbound calling — your FUB tracking numbers are not affected.

Once your rokrbox onboarding specialist gathers your account information, connecting is simple:

1. Click the authorization link provided by your onboarding specialist.
2. Log in to Follow Up Boss.
3. Click “Authorize” to grant rokrbox access.

That's it. rokrbox handles everything else automatically — webhooks, lead sync, and call logging are all configured for you.

Once connected, you'll notice the following activity on your leads in FUB:

• Call notes on the lead timeline (e.g., “rokrbox Called Lead - Call Result: Live Transfer”).
• Tags applied to leads based on the call outcome (e.g., “rokrbox - Live Transfer”, “rokrbox - Hot Opportunity”, “rokrbox - Long Term Lead”).
• Pinned AI notes on qualified leads with a detailed summary of the conversation.

You can use rokrbox tags to trigger Action Plans, build smart lists, or set up automations within FUB.

Reach out to your rokrbox account manager directly, or contact our support team at support@rokrbox.com