skills.rest
TechNickAI
TechNickAICOMMUNITY
Explore all skills by this author →
Website𝕏@TechNickAIGitHub

followupboss

Query and manage Follow Up Boss CRM contacts, notes, tasks, and deals.

75|12|Updated Feb 2, 2026
Search Tags:#crm#tasks#contacts#leads#deals#follow up boss
One-click install
npx skills add https://github.com/TechNickAI/openclaw-config --skill followupboss
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: followupboss
Source: https://github.com/TechNickAI/openclaw-config/tree/main/skills/followupboss
Command: npx skills add https://github.com/TechNickAI/openclaw-config --skill followupboss

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines interactions with the Follow Up Boss CRM, allowing for efficient management of contacts, notes, tasks, and deals without manual navigation.

Core Features & Use Cases

  • Contact Management: Search, view, and add notes to contacts using various criteria (name, stage, tags).
  • Task & Deal Tracking: List upcoming tasks and view active deals within the pipeline.
  • Use Case: Quickly look up a client's contact information and recent activity, add a new note about a recent conversation, and check if any tasks are due today.

Quick Start

Query Follow Up Boss for contacts tagged 'hot lead'.

Frequently Asked Questions about followupboss

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I search Follow Up Boss contacts by name, email, or phone number?▼

You can search Follow Up Boss contacts by querying the CRM using name, email, phone, stage, source, or tags. This allows you to quickly retrieve specific contact details and view recent activity without manual navigation.

Can I add notes and manage tasks for leads in Follow Up Boss?▼

Yes, you can add notes to contact profiles and list upcoming tasks. This feature helps track recent conversations and ensures you know exactly when follow-up tasks are due today.

How does viewing deals and pipeline stages in Follow Up Boss CRM work?▼

Viewing deals and pipeline stages works by querying the Follow Up Boss API for real-time data access. It allows you to track active deals within your pipeline and monitor their current stages efficiently.

Do I need a Follow Up Boss API key to manage my CRM contacts and deals?▼

Yes, integrating with the Follow Up Boss API for real-time data access and manipulation requires appropriate API credentials. This connection is necessary to query contacts, add notes, and view deals securely.

What is the best way to filter Follow Up Boss contacts by tags and source?▼

The best way to filter Follow Up Boss contacts by tags and source is through targeted CRM queries. You can isolate specific groups, such as contacts tagged 'hot lead', to review their details and manage follow-ups effectively.

Related Skills

Explore More Marketing & Sales Skills→
Desko77Desko77
43

1c-mcp-toolkit

Expose a live 1C database through a direct HTTP API.

Community
Advanced
darblexdarblex

CRM & Sales Pipeline Automation

Automate CRM and sales pipeline management with lead scoring and automation sequences.

Community
Advanced
jesuscottagejesuscottage

instantly-campaigns

Automates cold email campaigns with A/B testing and follow-up sequences.

Community
Intermediate
AdawoduAdawodu

crm-pipeline

Manage CRM contacts, deals, companies, and pipeline stages across HubSpot and Zoho.

Community
Intermediate