If you're tired of updating Follow Up Boss, let Claude do it

Get the free Claude Starter Guide for real estate agents: https://realestateaisociety.com/claud... How real estate agents can connect Claude AI to Follow Up Boss and update their CRM in plain English, from a computer or a phone. Free weekly AI newsletter for agents: https://realestateaisociety.com/newsl... William connects Claude to his Follow Up Boss CRM with a custom connector in Claude Desktop, step by step. Then he runs it in plain English: asking Claude who to call today, creating a lead from text-message screenshots, logging listing-appointment notes by voice while driving, and closing stale overdue tasks. He also covers which permissions to allow, and why the connector can't delete anything. The connector was built by Real Estate AI Society; it is not an official Follow Up Boss integration. 0:00 Why updating Follow Up Boss is a chore 0:52 How to connect Claude to Follow Up Boss 2:44 Claude's permissions on your CRM 3:49 "Who should I call today?" 5:01 New leads and notes from your phone 7:19 Clean up stale overdue tasks 8:03 Is it safe? If you're new here, I'm William Zhang, a Realtor in Austin, Texas, a former technical product manager, and the founder of Real Estate AI Society. Real Estate AI Society helps real estate agents put AI to work in their business. We test AI tools in a real, working real estate business first, then share what works: the setups, prompts, and systems we use for leads, follow-up, listings, marketing, and content. Start with the free Claude Starter Guide above, or learn more at https://realestateaisociety.com AI for real estate. Tested in the field. William DISCLOSURE Information shared here is for educational purposes only. Your results may vary. Real Estate AI Society is independent and is not affiliated with Anthropic, OpenAI, or the other companies and tools shown, unless a video says it is sponsored. #RealEstateAI #ClaudeAI #RealEstateAgent