Create Follow Up Boss leads from text-thread screenshots and log listing appointment notes by voice from the Claude phone app
Austin agent William Zhang connected Claude to Follow Up Boss with a custom connector he built at Real Estate AI Society (not an official Follow Up Boss product) so he can work the CRM from the Claude app on his phone. When a new lead texts him, he attaches screenshots of the text thread and asks Claude to create the lead, log the conversation, and summarize it. After a listing appointment he dictates a note, such as his repaint recommendation for a seller at 123 Main Street, and Claude logs the note on the seller's contact. He also asks for five people to call today with a reason for each, and has Claude close overdue tasks for leads quiet for 60 days and reschedule the rest. Read tools are set to always allow, and every write action (notes, new leads, tasks) needs his approval. The connector has no delete tools and sends no messages on its own.
At a glance
- Tools used
- ClaudeFollow Up Boss →Custom connector (MCP)
- Category
- Lead follow-up & inside sales
- Audience
- agent, team lead
- Difficulty
- No-code setup
- Source
- How to Connect Claude AI to Follow Up Boss (Free Connector That Works on Your Phone)
William Zhang, Real Estate AI Society · Blog · Oct 5, 2026 - First step
- After you add the connector, set read tools to always allow and write tools to need approval, then ask Claude "Who am I signed in as in Follow Up Boss?" to confirm the connection before any real request.
Compliance note: Keep every write action on approval so you see each change before it reaches the CRM. Get a lead's consent before you add the lead to any text or email campaign, and check your brokerage's policy on connecting third-party tools to client data.
Suggested prompt
Written by this directory, inspired by the source. Replace the [bracketed] parts.
[Attach screenshots of the text thread with the new lead.] Create this lead in Follow Up Boss. Use the name and phone number shown in the screenshots, set the source to [source], and log a note that summarizes what the lead asked for, their timeline, and any property or price they mentioned. If a name or number is not visible in the screenshots, ask me instead of guessing. Show me the contact and the note before you save them.