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Integrations

Investra Follow Up Boss Integration

Your Follow Up Boss contacts in your Investra Clients list, with edits kept in sync.

Connect Follow Up Boss to Investra and your contacts appear in your Investra Clients list automatically. Update a client in Investra and the change goes back to Follow Up Boss, so you can run investment analysis on the clients you already manage.

What you can do

  • See your Follow Up Boss contacts in Investra automatically, with no imports or CSV exports.
  • Keep one contact record: edits you make to a client in Investra sync back to Follow Up Boss.
  • Run investment analysis on a contact and keep the numbers tied to the right client.
  • Stay scoped to you: you only see the contacts assigned to you in Follow Up Boss.

Requirements

  • An active Investra account (free or paid).
  • A Follow Up Boss account you can sign in to.

Connecting Follow Up Boss to Investra

  1. In Investra, go to Integrations → Follow Up Boss and click Connect.
  2. Sign in to Follow Up Boss and approve access for Investra.
  3. You're returned to Investra, connected, and your contacts start appearing in your Clients list.

Disconnecting

In Investra, go to Integrations → Follow Up Boss and click Disconnect. Investra stops talking to Follow Up Boss right away. Clients you've already linked keep their last-synced details, but refreshing them from Follow Up Boss won't work until you reconnect.

Support

Questions or problems connecting? Email info@investra-ai.com.