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What Ace Reads, Writes, and Syncs in Follow Up Boss

Updated July 3, 2026

This article lays out exactly what Ace reads from Follow Up Boss, what it writes back, and what stays inside your account. If you are evaluating Ace or answering a teammate's data question, this is the plain reference.

What does Ace read from Follow Up Boss?

Ace reads the CRM activity it needs to score and coach: contacts and their details, calls, texts, emails, notes, appointments, tasks, and deals. It reads this through your authorized Follow Up Boss connection so the scores reflect what is actually happening with each contact.

Depending on how your admin configured access, an agent sees Ace for all contacts or only for their own assigned contacts. Ace respects Follow Up Boss assignment and pond membership when it decides what a given agent can act on.

What does Ace write back?

Ace writes a small, consolidated set of custom fields onto your contacts — nothing else. On every plan it writes Ace Win Score and Ace Churn Risk. With Ace Trove it also writes Ace Expected GCI (est.), Ace Opportunity, Ace Seller Tier, and Ace Last Analyzed.

Writes are additive: Ace only updates its own fields, only re-sends values that changed, and never overwrites fields you created.

Note: For sellers, only the Ace Seller Tier syncs to a Follow Up Boss field. The full 0–100 seller score and the evidence behind it stay inside Seller Radar in Ace.

How does the sync stay current?

Ace subscribes to Follow Up Boss webhooks across contacts, calls, texts, emails, notes, appointments, tasks, and deals, so when something changes in your CRM, Ace hears about it and can react. Score write-backs run on a nightly cycle. For more on the real-time side, see Follow Up Boss webhooks and Ace.

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Ace reads your CRMContacts, calls, texts, emails, notes, appointments, tasks, deals.
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Ace scores each contactWin probability, churn risk, opportunity, and more.
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Ace writes its fields backA small consolidated set of custom fields — additive, never overwriting yours.
Ace adds its own fields and leaves the rest of your data untouched.

What does Ace not do?

  • Ace does not buy, mine, or append third-party lists. Signals like a possible move come only from what the agent already recorded in Follow Up Boss.
  • Home equity and commission figures are estimates, always labeled "(est.)" — never observed lien data or appraisal-grade values.
  • Ace does not overwrite your existing Follow Up Boss data. It adds its own fields and leaves the rest alone.

Last updated: July 2026

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