Klosed works with Follow Up Boss: tag a contact, it gets worked

If your database lives in Follow Up Boss, Klosed now runs on it with no export, no import screen and no CSV. You connect an API key once, press Register, and from then on the trigger is a tag. Put the Klosed tag on a contact in Follow Up Boss and that contact becomes a Klosed lead within about a minute, texted in the voice of whichever agent owns them in FUB.

Here is the whole picture: what it does, how to turn it on, what Klosed writes back, and what it never touches.

What it does for a broker

You already have thousands of contacts in Follow Up Boss that nobody has time to work. The ones you want worked get a tag. That is the entire interface.

When a contact is tagged, Klosed runs the same checks a manual import runs: a do-not-contact check, a carrier scrub that drops landlines and dead numbers, and a duplicate check by phone against the leads already in your account. Whatever survives becomes a lead and enters the conversation.

Agent routing is the part that matters for a team. Klosed reads the assigned user on the Follow Up Boss contact and matches them to the Klosed agent with the same email. The lead is then texted in that agent’s voice, and when the conversation turns warm it goes back to that same agent: a handoff email with the thread, plus a note and a task on the person in Follow Up Boss. A broker can tag contacts across twenty agents’ pipelines and each agent gets their own people back, under their own name, with no routing rule to build.

If a Follow Up Boss user has no matching Klosed agent, nothing silently misroutes. Those leads are surfaced in Settings with a one-click assign.

How to set it up, in five steps

Create the key in Follow Up Boss. Admin, API, Create API Key. Name it Klosed. Copy it when it appears, because Follow Up Boss shows it exactly once.
Paste it into Klosed. Settings, Integrations, Follow Up Boss. Klosed validates the key against Follow Up Boss before storing it, and stores it encrypted.
Press Register. This is what turns live sync on. Until you press it, nothing is watching your account.
Check your agents. Settings lists every Follow Up Boss user it matched to a Klosed agent by email, and every one it could not. Assign the unmatched ones now, before you tag anybody.
Tag a contact. Put “Klosed” on a person in Follow Up Boss and watch them appear on your leads page about a minute later. The trigger tag is configurable if “Klosed” collides with one you already use, and stage triggers are optional, so moving a contact into a given stage can do the same thing.

That is the setup. No field mapping, no scheduled export, no sync window to babysit.

What Klosed writes to Follow Up Boss

Four things. This is the complete list.

A note, written when a lead replies warm. It contains the full conversation, oldest first, with timestamps and a label on each message showing whether Klosed sent it or someone on your side did. The agent reads the whole thread before they call.

A task, on the same person, due that day, assigned to whoever the contact is already assigned to in Follow Up Boss. Not to the owner of the API key. To their agent.

A klosed-handoff tag, on the same person. This one is for brokers. It turns every contact Klosed handed back into a smart list you can build in thirty seconds, and lets you filter later for the deals that started here.

A klosed-opt-out tag, written when a lead opts out. Klosed stops texting that person immediately, and the tag puts the reason where your agents see it.

Tags are added, never replaced. The Follow Up Boss API will overwrite every tag on a person if you let it, so Klosed reads what is already on the record and writes the union. The tags your team put there survive.

What it never touches

No stage changes. No field edits. No lead source changes. No people created, no people deleted, no records merged. A note, a task and those two tags are the entire write surface, and live sync did not widen it.

The recent-contact carve-out, and what you pay

Klosed does not charge you for a contact your brokerage already has going. Any tagged contact whose last activity in Follow Up Boss falls inside your recent-contact window is skipped: not texted, not billed. That contact is not dormant, and a warm pipeline does not need a second conversation running beside the one an agent is already having.

That window used to be a fixed ninety days for everyone. It is now a per-account setting. Ninety days is still the default, and you can set it anywhere down to zero if you would rather Klosed work everything regardless of recent activity.

The rest of the money is unchanged. $1 per reachable lead, one time. Contacts that fail the do-not-contact check or the carrier scrub are not reachable, so you are not billed for them. Tagging a contact you have already paid for does not charge you a second time.

Questions we get

Does tagging create duplicates? No. Every synced contact is deduplicated by phone number against the leads already in your account. Tag the same person twice, or tag someone you brought in by CSV months ago, and Klosed recognizes them. No second lead, no second charge.

What if an agent is not matched? The lead still syncs, and it lands in Settings under the unmatched list instead of going out. Assign it with one click and it starts in that agent’s voice. Matching is by email, so the usual cause is a Follow Up Boss user whose email differs from the one they signed into Klosed with.

Does removing the tag remove the lead? No, and that is deliberate. The tag is a one-way trigger, not a live state. Taking it off does not delete the lead, stop the conversation or reverse the charge. If you want a lead stopped, stop it in Klosed.

Is this two-way sync? No. Klosed reads a contact once, at the moment it is tagged. Edits you make in Follow Up Boss afterward do not flow into Klosed, and Klosed pushes nothing back beyond the note, the task and the two tags above. One read at the trigger, one write at the handoff, nothing in between.

What happens when someone opts out? Klosed stops texting them on the spot, marks them opted out so no later campaign picks them back up, and writes the klosed-opt-out tag onto the Follow Up Boss person so the next agent to open that record knows before they dial. Every other tag is left alone.

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