Connect Follow Up Boss to Claude
4 steps, about two minutes. You'll need your work Google account and access to your Follow Up Boss login.
Sign in
Go to the portal and click Sign in with Google. Use your work Google account — if your company's Google Workspace domain is set up for auto-approval, you're in immediately. Otherwise you'll see "pending approval" until an admin approves your account; check back in a bit.
Connect Follow Up Boss
On your dashboard, click Connect Follow Up Boss. You'll be sent to Follow Up Boss's own sign-in page — log in there the same way you always do, then approve the connection. You're never asked to type a Follow Up Boss password or API key into this site.
Copy your connector URL
After connecting, you'll see a URL shown exactly once. Click Copy right away — if you navigate away before copying it, use Rotate connector URL on your dashboard to get a new one (the old one stops working).
Treat this URL like a password. Anyone who has it can read (and, if you've enabled those toggles, change) your Follow Up Boss data through Claude.
Add it to Claude
- In Claude, go to Settings → Connectors
- Click Add custom connector
- Paste the URL you copied and save
The same connector works automatically on Claude mobile once it's added on web or desktop.
You're connected — try asking
- "Summarize my newest leads."
- "What did I last discuss with Dana Reyes?"
- "Draft a follow-up text to my stalest lead and save it as a note."
What Claude can see and do
Controlled by the toggles on your dashboard. Changing a toggle requires reconnecting the connector in Claude before it takes effect.
On by default
Read the connected user, account users/teams, and pipeline metadata.
Search and read contact details, notes, and custom fields.
Read deals, pipeline stages, tasks, appointments, and smart lists.
Read call, text, and email history, including message content.
Save a drafted text or email as a note. Never sends anything.
Warning — off by default
Create or update contacts, notes, tasks, appointments, and deals.
Apply action plans or automations, which can send emails/texts to leads.
Your data and access
Claude reaches Follow Up Boss live. Your CRM records aren't copied to a separate database here — each question fetches from Follow Up Boss at the moment you ask, using only the capabilities you've left switched on.
Nothing is sent to your contacts. The only write enabled by default saves a drafted text or email as a note in Follow Up Boss. Sending, and any create/update of records, is off unless you turn it on.
Access is yours to revoke. Your dashboard has Rotate connector URL (invalidates the old URL, in case it leaked) and Disconnect (ends this site's access to your Follow Up Boss account). Both take effect immediately.
CRM data is provided as is. Information Claude reads from Follow Up Boss comes from your live account with no warranty of accuracy, completeness, or fitness for a particular purpose. Always double-check important details before you act on them.
Don't let CRM chats train AI models. Follow Up Boss's API Terms of Use prohibit using their data for AI model training. On a personal Claude plan, turn off chat data use for model training in Claude's privacy settings. Team and Enterprise plans already limit that use — confirm with your workspace admin if you're unsure.
If something's not working
Claude says it can't reach your data, or the connection expired
Your Follow Up Boss connection was likely revoked or expired. Go to your dashboard and click Reconnect Follow Up Boss.
You signed in with the wrong Google account
Sign out from the portal and sign back in with the correct work Google account — accounts aren't merged automatically.
You toggled a capability and Claude still can't (or still can) use it
You need to remove and re-add the connector in Claude for a toggle change to take effect — Claude caches the list of what it can do per connection.
You lost the connector URL before copying it
It's shown exactly once and can't be retrieved. Go to your dashboard, click Rotate connector URL, and copy the new one — the old URL stops working the moment you rotate.
Still stuck? Contact your account admin at hello@fogcityai.com.