Follow Up Boss to HubSpot
Real estate lead-management CRM for agents and teams, with lead routing, texting/calling, smart lists, deals and reporting.
Follow Up Boss data can move into HubSpot, landing mainly in Sales Hub. 1 of 5 mapped objects move directly (People (leads, buyers, sellers)); 3 items need manual work and 2 do not move. Plan roughly 1-3 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Follow Up Boss
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts, solo agent or small team
CSV-led move.
Mid migration
10k-100k contacts, with deals and notes
API pull for activities.
Large migration
>100k contacts, multiple teams and integrations
Coexistence with MLS and compliance systems.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Follow Up Boss: what you need to get in, what lands in HubSpot, and what will not.
REST (JSON), base https://api.followupboss.com/v1, plus webhooks
Account API key. System identification headers (X-System / X-System-Key) are expected for registered integrations.
The API key is account-scoped. UI export is available to account owners by default, or to users granted Can Export.
Sliding 10-second window. Default is 250 requests globally, 20 for GET /events, and 125 for systems without a valid system key. Responses return 429 when exceeded, and higher limits can be requested from the vendor.
Choose your route
How will you move the data?
No native connector was found.
- You need: Account API key. System identification headers (X-System / X-System-Key) are expected for registered integrations.
- Permission: The API key is account-scoped. UI export is available to account owners by default, or to users granted Can Export.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- People CSV export from People > All People, with an All Columns option
- Report CSV exports (Deals, Calls, Appointment, Text, Lead Source and others)
- REST API pagination of people, notes, tasks, events, deals and custom fields
- Webhooks for ongoing change capture
Limits: Sliding 10-second window. Default is 250 requests globally, 20 for GET /events, and 125 for systems without a valid system key. Responses return 429 when exceeded, and higher limits can be requested from the vendor.
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Follow Up Boss
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| People (leads, buyers, sellers) | Contacts | yes | CSV export with all columns includes relationship info. Stages, tags, sources and custom fields need property mapping. |
| Deals | Deals | partial | Deals are exportable as a report CSV or through the API. Pipeline and stage mapping must be rebuilt. |
| Notes, tasks, events | Notes | partial | Documented API endpoints cover notes, tasks and events. Mapping to HubSpot Notes, Tasks and Calls is unverified. |
| Contact relationships | Contacts | partial | Relationships export with All Columns and are available via the API. They need rebuilding as associations or custom properties. |
| Properties, viewings | Custom objects | manual | No evidence of native property or viewing objects. Typically held as custom fields or in an MLS/IDX system. |
What to expect
Configuration is not exported and must be rebuilt as HubSpot workflows.
Not shown as exportable in the sources reviewed.
No one-to-one equivalents.
Smart lists are not exported as definitions.
Lead intake integrations are tied to FUB.
Export as account owner with All Columns checked.
Throttle requests, retry with backoff, and request a higher limit if needed.
Deduplicate and split multi-value fields before import.
Define system boundaries before cutover.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths, API auth and rate limits are sourced. Object-level mapping to HubSpot, a native HubSpot connector, notes/deals export details, and governance/certifications rest on category-level knowledge or were not verified.
Sources
Related migrations
Frequently asked questions
How do I migrate Follow Up Boss to HubSpot?
1. Confirm who is account owner and grant Can Export on Admin > Team. 2. Audit custom fields, stages, tags, sources and smart lists in FUB. 3. Decide which objects stay outside HubSpot (MLS, listings syndication, trust accounting, transaction compliance). 4. Generate an API key and register the integration system headers.
What data can move from Follow Up Boss to HubSpot?
These objects move directly: People (leads, buyers, sellers). Check the mapping table for partial and manual items.
What does not move from Follow Up Boss to HubSpot?
Automations, action plans and lead-routing rules and Call recordings and text message history. Plan to rebuild or retire these.
How long does a Follow Up Boss to HubSpot migration take?
Small (<10k contacts, solo agent or small team): 1-3 weeks. Mid (10k-100k contacts, with deals and notes): 3-8 weeks. Large (>100k contacts, multiple teams and integrations): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Follow Up Boss?
Account API key. System identification headers (X-System / X-System-Key) are expected for registered integrations. The API key is account-scoped. UI export is available to account owners by default, or to users granted Can Export.
What compliance issues apply when moving Follow Up Boss data?
Check: Possible financial information in buyer pre-approval fields and TCPA/DNC consent for texting and calling. Agree consent, retention and access rules before exporting.
Moving Follow Up Boss into HubSpot?
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