Follow Up Boss
Aila syncs calls made in Follow Up Boss (FUB), then writes call summaries, tasks, and custom-field updates back to the FUB person and deal. The writes are part of the Intake Agent.
Setup has two required parts: connect your FUB API key, and install the Aila Chrome extension.
What syncs
| Direction | What |
|---|---|
| FUB to Aila | Each call made or taken in FUB, with its recording. |
| Aila to FUB | Call summary as a note on the person. A task for each action item. Person and deal custom fields. |
What you need
- A FUB API key. Create or copy one in FUB at Admin > API.
- Google Chrome, with the Aila extension installed and signed in to FUB in the same Chrome profile.
- Chrome open on at least one computer, so the extension can collect recordings.
Why the Chrome extension is required
FUB's public API tells Aila when a call happens, but it never returns the recording audio. The extension fetches each recording from your signed-in FUB web session and uploads it to Aila.
- You make or take a call in FUB.
- FUB sends Aila a
callsCreatedwebhook. Aila creates the call in a pending recording state. - The extension checks for pending recordings every 5 minutes, downloads the audio from FUB, and uploads it to Aila.
- Aila processes the call and writes the results back to FUB.
Pending calls wait up to 30 days. Calls shorter than 2 seconds have no recording in FUB and are skipped.
Connect
- In Aila, go to Settings > Connections, click Connect, and select Follow Up Boss.
- Paste your API key and click Connect. Aila registers its FUB webhooks for you. Use an API key that belongs to a FUB account owner, because FUB only lets owners register webhooks.
- Install the extension from withaila.com/download/chrome (opens in a new tab).
- Click the Aila icon in the Chrome toolbar and click Connect Aila.
- Sign in to Follow Up Boss in the same Chrome profile.
The extension runs in the background. You don't need to open it again.
Settings
Open the connection's settings in Settings > Connections.
| Setting | Options | Default | What it does |
|---|---|---|---|
| Call summary | In Notes, Off | In Notes | Adds a note to the FUB person with the call summary. |
| Action items | As Tasks, Off | As Tasks | Creates a FUB task for each action item. Each task is due the day after the call and assigned to the person's assignee in FUB. |
Field mapping
Aila updates mapped person and deal custom fields. Map fields in Call setup. If a mapped deal field has no deal to write to, Aila skips it.
How calls are matched
FUB's webhook identifies the person and the FUB user on each call. Aila writes to that person and attaches the call to the Aila user for the FUB user.
Troubleshooting
- Calls show as pending recording: Open Chrome, check that the Aila extension is connected to your Aila account, and sign in to FUB. Pending calls upload on the next 5-minute check.
- The extension asks you to sign in to Follow Up Boss: Sign in on followupboss.com. Imports resume on their own.
- A call never arrives: Check that call recording is turned on in FUB for that call. Calls under 2 seconds are skipped.
Using the extension without FUB
The extension can also record calls in a browser tab on a PC. It works on these sites: Cube (myccmortgage.com), Salesforce, RingCentral, and Google Voice. Open the call's tab, click the Aila icon, and click Turn on call capture. Click Stop call capture when you're done. On a Mac, Aila for Mac records any call without a bot.