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Follow Up Ace.Help Center

Connecting Follow Up Boss via OAuth

Updated August 20, 2026

Ace connects to your Follow Up Boss account through Follow Up Boss's official OAuth authorization — you approve it once, and Ace can securely read your contacts, activity, and deals. This guide covers connecting, reconnecting, and disconnecting, and is for the account admin.

Why the connection matters

Without the Follow Up Boss connection, Ace has no CRM context and can't answer questions about your contacts or pipeline. This is the step everything else depends on, so complete it first.

Connecting Follow Up Boss

  1. Sign in to your admin dashboard at followupace.com/admin.
  2. Open Account Setup in the sidebar. (The Integrations page is for Claude/ChatGPT connectors, not for Follow Up Boss.)
  3. Click Connect Follow Up Boss.
  4. You're redirected to Follow Up Boss's authorization page — sign in if prompted.
  5. Review the permissions and click Authorize.
  6. You're returned to the dashboard with a Connected status.
Heads up: You need admin, broker, or owner access in Follow Up Boss to authorize the connection. Standard agent accounts can't complete this step.

What happens after you connect

  • Ace builds your Knowledge Base from your CRM data, then keeps it refreshed on an ongoing basis.
  • Ace becomes available to every seat holder inside Follow Up Boss.

The initial build takes 5–30 minutes depending on your database size. Ace works during that time — answers get sharper as the Knowledge Base fills in.

Reconnecting after a disconnect

If the connection breaks — an expired token, a changed Follow Up Boss password, or revoked authorization — you'll see a warning in the dashboard. To reconnect, follow the same steps above; the flow is identical to the first connection.

If Ace still shows as Connected but you need to hand the authorization to a different Follow Up Boss user (for example, to the account owner so Ace can manage custom fields), go to followupace.com/admin/fub-oauth-setup?reauth=1 and connect again. Signing in there as the owner replaces the existing authorization.

Disconnecting Follow Up Boss

There are two separate things you may want to switch off, and they're done in different places.

To remove Ace from your team's Follow Up Boss (the Ace panel on contact pages):

  1. Log in to Follow Up Boss and click Admin in the top navigation.
  2. Select Integrations from the dropdown.
  3. Scroll to the Embedded Apps section and click Moon Sherpa (Ace AI).
  4. Click Disable.

The Ace panel disappears from your contact pages immediately.

To remove the Follow Up Boss authorization Ace holds (the CRM data connection): there is no self-service button for this in the dashboard today. Email [email protected] from your admin address and we'll remove the stored authorization and stop the sync, then confirm back to you.

Disconnecting is not cancelling, and not deleting. It removes the CRM data connection only. It does not cancel a paid subscription (see Billing & Seat Management), and it does not delete your account or the data we hold. To request account and data deletion, email [email protected]; deletion is completed within 30 days. Values Ace already wrote into your Follow Up Boss custom fields live in your CRM and stay there unless you delete those fields in Follow Up Boss.

If the connection fails

  • Confirm you're signed in to the correct Follow Up Boss account — the one with your full team database.
  • Confirm your Follow Up Boss role is admin, broker, or owner.
  • Try a different browser if the authorization redirect doesn't complete.

If the error persists, email [email protected] with your Follow Up Boss account email and the error message shown.

Last updated: August 2026

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