Integrate Follow Up Boss with Ruuster

Connecting Follow Up Boss (FUB) with Ruuster lets you maintain client interactions in one centralized location. You generate an API key in FUB, paste it into the CRM Integration section of Ruuster's Integrations page (in the Admin group of the sidebar), and confirm the embedded app is enabled in FUB. Once set up, an embedded version of your app becomes available directly within FUB.

Only admins can configure this integration, and users must have matching email addresses across both FUB and Ruuster for the integration to function properly.

Steps

Get a Follow Up Boss API key

The API key must be generated by the Follow Up Boss account owner.

1. Sign into your FUB account.
2. Select Admin from the top menu, then the Overview tab.
3. Scroll to the Integrations section and click API Keys & Lead Email.
4. Click Create API Key on the API Settings page.
5. Name your API key (for example, "Ruuster Integration") and click Create API Key.
6. Click Copy to copy your generated API key. You cannot view this key again, so make sure you have copied the key correctly.
7. Click Done once the key is securely copied.

Apply the API key in Ruuster

1. Open your Ruuster account in a browser (URL format: https://yourcompany.ruuster.com).
2. Select Integrations in the Admin group of the sidebar.
3. In the CRM Integration section, click Add CRM. If a CRM is already connected, the section shows its configuration instead.
4. Select Follow Up Boss from the Select CRM dropdown.
5. Paste your FUB API key into the API key field and click Save changes.
6. Confirm successful integration when you see the "Connection established" message.

Check the app embed

1. Open your FUB account and select Admin > Overview.
2. Scroll to Integrations and click All Integrations.
3. Look for the Ruuster logo in the Embedded Apps section.
4. Verify a green checkmark appears, indicating the app is embedded.
5. If no checkmark is present, click the Ruuster logo, scroll down, and select Enable.

Your integration is now complete!

Good to know

• Only admins can set up the integration, but once connected, any user with matching emails in FUB and Ruuster automatically gets the integrated features.
• Changing or removing an existing CRM connection on the Integrations page asks you to confirm first, so a working connection cannot be overwritten by accident.
• After connecting, see Using Follow Up Boss with Ruuster for what the embedded panel shows on each person's record.

FAQ

I don't see "Create API Key" in FUB. Why?

The API key must be generated by the Follow Up Boss account owner. Ask the owner of your FUB account to create the key and share it with you securely.

Where did the CRM Integrations section in Account Settings go?

It moved. CRM configuration now lives on the Integrations page in the Admin group of the sidebar. The FUB-side steps are unchanged.

The integration is connected but an agent doesn't see Ruuster data in FUB. What do I check?

Make sure that agent uses the same email address in both FUB and Ruuster. Matching emails are what link the two accounts.

Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!