Lytle.ai
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Setup guides 4 min read

Sync leads and notes to Follow Up Boss

The Follow Up Boss integration keeps your CRM as the source of truth. New enquiries create or match a person, and every AI conversation is mirrored as a note on that record.

Connect the integration

  1. 1In Follow Up Boss, go to Admin then API and create an API key for Lytle.ai.
  2. 2In Lytle.ai, open Settings and find the Follow Up Boss panel.
  3. 3Paste the API key and save. The key is validated against Follow Up Boss before it is stored, and it is never exposed to the browser afterwards.
  4. 4Toggle sync on and, if you have existing contacts, run the backfill to push them across.
  5. 5Check the recent sync log in the same panel for any failures.

What gets synced

  • New leads from the website widget, SMS, and the assistant, matched to an existing person by email or phone where possible.
  • Inbound and outbound SMS, mirrored as notes on the person record.
  • AI conversation summaries so agents see context without opening Lytle.ai.

Good practice

Sync is fire-and-forget: if Follow Up Boss is unavailable, lead capture still succeeds and the sync is logged as failed rather than losing the lead. Review the sync log weekly for the first month.

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