Lead handoff to Follow Up Boss

Every form and save on the website becomes a Follow Up Boss event, with the person, the house and the campaign attached. This page is the spec the WordPress build follows.

Try it on a listing Open-house sign-in

Every site form shows the exact event it would send, and sends nothing. Field names follow Follow Up Boss's Events API as documented in October 2026.

How a lead travels

The API key never reaches the browser.

The visitor submits a formThe site checks it first: a first name, and an email or a phone number. Follow Up Boss matches people by email or phone, so one of them is required.
The browser posts to the team's own serverA WordPress REST endpoint on the team's hosting (for example /wp-json/oberdorfer/v1/lead) receives the form, never the Follow Up Boss key.
The server sends the eventPOST https://api.followupboss.com/v1/events with HTTP Basic auth (the API key as the username, blank password) and the X-System and X-System-Key headers the site receives when it is registered as a system.
Follow Up Boss files itIt finds the person by email or phone or creates them, attaches the event, and runs the lead flow for the source: assignment, notifications and action plans.
The server records the answer201 means a new person, 200 an existing one updated, 204 that the source's lead flow is archived and ignored. Failed requests are queued and retried; the visitor sees their confirmation either way.

Event map

Follow Up Boss starts action plans only for new leads of Registration, Seller Inquiry, Property Inquiry, General Inquiry and Visited Open House; automations only for Registration, Property Inquiry, Seller Inquiry and General Inquiry.

Site action	Where	Event `type`	Action plan	Carries
Request a showing	Every listing	Property Inquiry	Yes	`property`; `person.assignedTo` on the team's own listings
Ask what it's worth	Home, Selling, town pages	Seller Inquiry	Yes	`property` from the address
Talk with us: selling	Home, Team	Seller Inquiry	Yes	message, tags
Talk with us: buying, both, reading, joining	Home, Team	General Inquiry	Yes	message, tags
Talk with an agent	Agent pages	General Inquiry or Seller Inquiry	Yes	`person.assignedTo`, message
Open-house sign-in	Open houses	Visited Open House	Yes	`property`, agent status
Keep me posted	Saved homes	Registration, then Saved Property for each home	Registration only	`property` per home
Save this search	Homes for sale	Saved Property Search	No	`propertySearch`
Views a listing, once known	Live site only	Viewed Property	No	`property`
Runs a search, once known	Live site only	Property Search	No	`propertySearch`

Saving a home on the site stays in the visitor's browser until they register: Follow Up Boss needs a person to attach a Saved Property event to. If the IDX vendor already sends Viewed Property and Property Search events to Follow Up Boss, the site doesn't send them a second time.

Field map

What each form field becomes in the event body.

On the site	In Follow Up Boss
First name, last name	`person.firstName`, `person.lastName`
Email	`person.emails[0].value`, type `home`
Phone	`person.phones[0].value`, type `mobile`
Call/text consent box	Tag `Call/text consent`, plus a timestamped line in `description` quoting the exact wording shown
Message	`message`
Timing, agent status, also selling	Lines in `description`, with the form name and page
The listing	`property.street`, `city`, `state`, `code`, `mlsNumber`, `price`, `forRent`, `url`, `type`, `bedrooms`, `bathrooms`, `area`, `lot`
Search filters	`propertySearch.city`, `state`, `type`, `maxPrice`, `minBedrooms`
UTM parameters	`campaign.source`, `medium`, `term`, `content`, `campaign`, sent only when `utm_source` is present, because Follow Up Boss requires `campaign.source` whenever `campaign` is sent
The page	`pageUrl`, `pageTitle`, `pageReferrer`
When	`occurredAt`. Events more than a day old count as history and start no workflows.
Agent page or listing agent	`person.assignedTo`: the agent's full name as it appears in Follow Up Boss, so the lead lands with them. Forms with no agent leave it out and the lead flow assigns.
Brokerage of record	`person.customBrokerage` (a custom field created in Follow Up Boss first)
Interest and context	Tags: `Website`, `Buyer`, `Seller`, the town, `Open house`, `Saved search`, `Saved homes`, `Nurture`, `Agent recruit`
The site itself	`source` = the site's domain without "www" (`[team website domain]` until it's chosen); `system` = `OberdorferTeamSite`

One request, in full

A showing request for the sample listing at 14 Orchard Lane, arriving from a Facebook ad. The person is fictional; 555-01xx numbers are reserved for examples.

POST https://api.followupboss.com/v1/events
Authorization: Basic [API key, server-side only]
X-System: OberdorferTeamSite
X-System-Key: [issued when the site is registered]
Content-Type: application/json

{
  "source": "[team website domain]",
  "system": "OberdorferTeamSite",
  "type": "Property Inquiry",
  "message": "Can we see the attic and the basement at the open house?",
  "description": "Form: Request a showing on /homes/holden-14-orchard-lane\nTiming: The open house, Sun Oct 18, 11–1\nCall/text consent: yes, 2026-10-08T14:22:05Z. Text shown: \"You can call or text me about this request. Message and data rates may apply; reply STOP to opt out.\"\nBrokerage of record: REWAP Brokerage LLC. Team: The Oberdorfer Team.",
  "person": {
    "firstName": "Sam",
    "lastName": "Rivera",
    "emails": [
      {
        "value": "sam@example.com",
        "type": "home"
      }
    ],
    "phones": [
      {
        "value": "508-555-0142",
        "type": "mobile"
      }
    ],
    "tags": [
      "Website",
      "Holden",
      "Call/text consent"
    ],
    "assignedTo": "Brandon Oberdorfer",
    "customBrokerage": "REWAP Brokerage LLC"
  },
  "campaign": {
    "source": "facebook",
    "medium": "paid_social",
    "campaign": "fall-open-houses"
  },
  "pageTitle": "14 Orchard Lane, Holden: sample listing · The Oberdorfer Team",
  "pageUrl": "https://[team website domain]/homes/holden-14-orchard-lane",
  "occurredAt": "2026-10-08T14:22:05Z",
  "property": {
    "street": "14 Orchard Lane",
    "city": "Holden",
    "state": "MA",
    "code": "01520",
    "mlsNumber": "[MLS PIN number]",
    "price": 689000,
    "forRent": false,
    "url": "https://[team website domain]/homes/holden-14-orchard-lane",
    "type": "Single family",
    "bedrooms": 4,
    "bathrooms": 2.5,
    "area": 2140,
    "lot": 0.52
  }
}

Set up in Follow Up Boss

What the team, REWAP and the developer each settle before launch.