# AI Agent for Follow Up Boss | Enrich Labs > Connect Follow Up Boss to your AI marketing agent. Helena is an AI agent for Follow Up Boss that plans, creates, and reports across your whole marketing stack, no engineering required. _Source: https://www.enrichlabs.ai/integrations/follow-up-boss_ --- Marketing agents [![](/assets/images/helena-avatar.png) HelenaAI Digital Marketing AgentSelf-serveEnterprise](/ai-digital-marketing-agent)[![](/assets/images/sam/sam_avatar.png) SamAI SEO & GEO AgentEnterprise ](/ai-seo-geo-agent)[![](/assets/images/kai2/hero_kai_illustration.png) KaiAI Social Listening AgentEnterprise](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png) AngelaAI Email Marketing AgentEnterprise](/ai-email-marketing-agent)[![](/assets/images/paul-avatar.png) PaulAI Paid Ads AgentEnterprise](/enterprise) [What is an AI marketing agent? →](/ai-marketing-agent) ![Helena builds a full marketing plan from your data](/assets/helena-lp/na_strategy.webp) Meet Helena One agent that plans, creates, and ships your marketing: content, ads, SEO, and email on autopilot. [Meet the team →](/ai-digital-marketing-agent) By industry [Ecommerce & RetailDTC brands, marketplaces, and retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaSPipeline and product-led growth](/ai-digital-marketing-agent-saas) [Local & Professional ServicesFirms, contractors, and local pros](/ai-digital-marketing-agent-professional-services) [Healthcare & WellnessPractices, clinics, and wellness brands](/ai-digital-marketing-agent-healthcare) [AgenciesRun every client on one platform](/ai-digital-marketing-agent-agencies) [Restaurants & HospitalityRestaurants, hotels, and venues](/ai-digital-marketing-agent-restaurants) [Solopreneurs & CreatorsOne-person marketing team](/ai-digital-marketing-agent-solopreneurs) Featured [ Upwork How Upwork’s marketing org runs with Enrich Labs agents ](/customer-story/upwork)[ Use case videos Watch real workflows, start to finish ](/watch) [Read the Upwork story →](/customer-story/upwork) Learn [BlogGuides, benchmarks, and playbooks](/blog) [About UsThe team behind the agents](/about-us) [Customer StoriesHow real teams run marketing with agents](/customers) Try [Product DemosUse case videos of the agents in action](/watch) [IntegrationsConnect the tools you already use](/integrations) [Free ToolsMarketing tools, no signup needed](/free-tools) Featured [ Research When marketing runs itself Our progress toward self-improving marketing, measured in production across ads, SEO, and email ](/research/when-marketing-runs-itself)[ Engineering How we scaled Helena’s tools to tens of thousands Four architectures for an AI agent’s tool surface, what broke each one, and where we landed ](/engineering/scaling-agent-tools) [Read the research →](/research/when-marketing-runs-itself) Agents [![](/assets/images/helena-avatar.png)Helena · Digital Marketing](/ai-digital-marketing-agent) [![](/assets/images/sam/sam_avatar.png)Sam · SEO & GEO](/ai-seo-geo-agent) [![](/assets/images/kai2/hero_kai_illustration.png)Kai · Social Listening](/ai-social-listening-agent) [![](/assets/images/angela2/hero_angela.png)Angela · Email](/ai-email-marketing-agent) [![](/assets/images/paul-avatar.png)Paul · Paid Ads](/enterprise) Industries [Ecommerce & Retail](/ai-digital-marketing-agent-ecommerce) [B2B SaaS](/ai-digital-marketing-agent-saas) [Local & Professional Services](/ai-digital-marketing-agent-professional-services) [Healthcare & Wellness](/ai-digital-marketing-agent-healthcare) [Agencies](/ai-digital-marketing-agent-agencies) [Restaurants & Hospitality](/ai-digital-marketing-agent-restaurants) [Solopreneurs & Creators](/ai-digital-marketing-agent-solopreneurs) [Customers](/customers) Resources [Blog](/blog) [About Us](/about-us) [Product Demos](/watch) [Free Tools](/free-tools) [Integrations](/integrations) [Customer Stories](/customers) [Enterprise](/enterprise) [Pricing](/pricing) [Log in](https://agent.enrichlabs.ai/marketing/login) [Start free](https://agent.enrichlabs.ai/marketing/register?ls=enrichlabs_nav) [Home](/) › [Integrations](/integrations) › CRM & Sales › Follow Up Boss ![Follow Up Boss logo](https://pipedream.com/s.v0/app_mvNh4q/logo/orig) + ![Helena](/assets/helena-lp/helena_avatar.png) # AI Agent for Follow Up Boss Connect Follow Up Boss to your AI marketing agent. Helena connects to Follow Up Boss and runs it for you, so your team stays on strategy while the work ships. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_follow-up-boss) [Talk to sales](/enterprise) 3-day free trial · Cancel anytime · No engineering required ## What Helena can do with Follow Up Boss Follow Up Boss is the leading CRM for high-growth real estate businesses. Get all your leads in one place & take control of your follow up so you can work smarter. - Read leads, contacts, and deals from Follow Up Boss - Coordinate campaigns with your pipeline - Report influence in your brief - Coordinate Follow Up Boss with your other channels in one plan - Report what moved in a daily brief you actually read ## How the Follow Up Boss AI agent works STEP 1 · CONNECT ### Connect Follow Up Boss Authorize Follow Up Boss in a couple of clicks. No developer, no setup project. STEP 2 · CONFIGURE ### Set your guardrails Choose read-only or read-write and what needs your approval before anything goes live. STEP 3 · RUN ### Helena runs it Helena works across Follow Up Boss and your other channels, and reports back daily. ## Follow Up Boss use cases Scenario #### Marketing and CRM are disconnected Helena reads deals and stages and coordinates campaigns around them. → Pipeline-aware marketing Scenario #### Follow-up falls through Helena triggers timely, on-brand follow-ups. → Fewer leads left cold Scenario #### Follow Up Boss lives in its own silo Helena connects Follow Up Boss to your other channels and works across all of them. → One system instead of scattered tools Scenario #### Nobody has time for Follow Up Boss busywork Helena handles the repetitive Follow Up Boss work automatically. → Hours back every week Scenario #### Follow Up Boss data never reaches your campaigns Helena reads Follow Up Boss and factors it into what you publish. → Marketing shaped by real data Scenario #### Reporting on Follow Up Boss takes forever Helena summarizes Follow Up Boss activity in your daily brief. → Answers without the spreadsheet Scenario #### Scaling Follow Up Boss means hiring Helena scales Follow Up Boss output without added headcount. → Growth without the payroll Scenario #### Work in Follow Up Boss ships late Helena keeps Follow Up Boss on a dependable cadence. → Consistency you can count on Scenario #### Approvals slow everything down Helena drafts in Follow Up Boss and waits for your sign-off. → Speed with control Scenario #### Follow Up Boss drifts out of sync with the rest of the stack Helena keeps Follow Up Boss aligned with every channel. → A stack that moves together Scenario #### You notice Follow Up Boss problems too late Helena watches Follow Up Boss and flags what needs attention. → Fewer surprises Scenario #### Onboarding Follow Up Boss to a new hire takes weeks Helena already knows Follow Up Boss and your brand. → Value from day one ## Helena vs. the alternatives Helena (AI agent) Doing it manually Hiring an agency Setup time Minutes Hours Weeks Cost From $39/mo Your time $3,000-6,000+/mo Speed Runs daily, autonomously When you get to it Days per request Follow Up Boss expertise Built in Learn as you go Depends on the team Works across every channel Yes, one system Hard to keep in sync Costly to coordinate ## Frequently asked questions Can Helena be my AI agent for Follow Up Boss? Yes. Helena is an AI agent that connects to Follow Up Boss and works inside it, planning, creating, and reporting so your team does not have to. How does the Follow Up Boss AI agent connect? You connect Follow Up Boss in a couple of clicks through a secure Pipedream connection. No developer and no setup project required. What can an AI agent do with Follow Up Boss? Read leads, contacts, and deals from Follow Up Boss. Coordinate campaigns with your pipeline. Report influence in your brief. Is my Follow Up Boss data secure? Your data stays in your workspace and is used only for your marketing. You choose read-only or read-write access, and Helena works inside your approval guardrails. Do I need a developer to use the Follow Up Boss integration? No. Helena handles the connection and the work. On enterprise plans we deploy end to end with zero engineering required from your team. How much does the Follow Up Boss AI agent cost? Helena starts at $39/mo with a 3-day free trial, cancel anytime. Enterprise plans with custom deployment are available. ## More CRM & Sales integrations [![](/assets/integrations/hubspot.svg)HubSpot](/integrations/hubspot) [![](/assets/integrations/gohighlevel.png)GoHighLevel](/integrations/gohighlevel) [![](/assets/integrations/zoho_crm.png)Zoho CRM](/integrations/zoho-crm) [![](/assets/integrations/apollo.png)Apollo.io](/integrations/apollo) [GGojiberry](/integrations/gojiberry) [SSalesforce](/integrations/salesforce) ## Related reading [All integrations](/integrations) [UGC Marketing: Complete Guide 2026](/blog/ugc-marketing-complete-guide-2026)[Customer Lifetime Value: Complete Guide 2026](/blog/customer-lifetime-value-complete-guide-2026)[Roofing Lead Generation: Complete Guide 2026](/blog/roofing-lead-generation-complete-guide-2026)[White Label Social Media Management: Complete Guide 2026](/blog/white-label-social-media-management-complete-guide-2026) ## Put Follow Up Boss on autopilot with Helena. Start your 3-day free trial and connect Follow Up Boss today, or talk to us about full AI enablement for your marketing team. [Start 3-day free trial](https://agent.enrichlabs.ai/marketing/register?ls=integrations_follow-up-boss) [Book a demo](https://calendly.com/seijin-enrichlabs/chat-with-seijin)