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SkillSalesOperations

Follow Up Boss

Membrane application skill for Follow Up Boss — persons, organizations, leads, deals, pipelines, and activities.

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01

Overview

CRM integration skill for one of the most common real-estate CRMs. Use when Claude should read/write Follow Up Boss records via the Membrane application-skills pack.

Real EstateAgencyOther

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02

Link

https://claudeskills.info/skills/membranedev/application-skills/follow-up-boss/
03

Installation guide

npx skills add membranedev/application-skills --skill follow-up-boss

Requires Membrane/Follow Up Boss credentials configured per skill docs.

04

How to use it

Ask to list hot leads, log activities, or update pipeline stages. Combine with Lead Qualifier Agent for scoring before CRM writes.

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Example prompts

  • “List Follow Up Boss leads created in the last 24 hours with stage and source.”
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Use cases and examples

  • Pull today’s new leads into a call list
  • Log showing follow-ups
  • Pipeline hygiene for ISAs
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Prerequisites

  • Follow Up Boss account
  • Membrane skill auth
  • Permission to modify CRM data
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Tips

  • Dry-run reads before enabling writes.
  • Pair with Client Follow-Up Scheduler for message drafts.
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Sources