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Court-record leads, straight into Follow Up Boss

Every new Keystone lead lands in Follow Up Boss on its own. It connects directly, with no Zapier account needed.

Connect Follow Up Boss from your dashboard

What lands in Follow Up Boss

Each new Keystone lead becomes a new inquiry, so your action plans can start in Follow Up Boss, with:

The person to reach
Their mailing address
Phone and email, when we have them
Property address
Lead type (foreclosure, probate, divorce and more)
Case number
Where the case stands

Three steps

1. Open CRM Connect

In your Keystone dashboard, open CRM Connect and pick Follow Up Boss.

2. Paste your Follow Up Boss key

You need an API key from Admin → API in Follow Up Boss. The setup screen walks you through where to find it.

3. Send a test lead

Press Send test lead and check it in Follow Up Boss. From then on, each new lead becomes a new inquiry, so your action plans can start.

Follow Up Boss integration questions

Do I need a Zapier account?

No. Follow Up Boss connects to Keystone directly with its own key.

Can I choose which leads go to Follow Up Boss?

Yes. In CRM Connect you can pick lead types and counties. Leave them blank and every lead in your counties goes.

Can I connect a CRM during the free trial?

No. Connecting a CRM is part of a paid subscription. The trial lets you see the leads in your county first.

Who do I ask for help?

Email carson@keystonecourtdata.com. Developers can read the Zapier integration API page.

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