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No native integration exists between Tidio and Follow Up Boss. But you can connect them in about 15 minutes using a middleware tool (a “bridge” app) like Make.com, which has a free tier generous enough to handle this workflow. Once connected, every new lead captured in your Tidio chat widget automatically creates a contact in Follow Up Boss. No copy-pasting, no forgotten leads.
The math: Time to set up: ~15 min | Tasks automated: lead entry from chat | Weekly time reclaimed: ~1-2 hours (depending on chat volume)
Your phone chimes: a new website visitor just typed their email into your Tidio chat widget. Great feeling, right up until you realize that contact record is stuck in your chat app. You need to manually copy and paste the name, email, and phone number into Follow Up Boss before that lead goes cold. Maybe you do it right away. Maybe you forget and find it three days later, buried under a dozen other chats.
If you’ve been wondering whether Tidio integrates with Follow Up Boss directly, you’re not alone. And if the thought of “setting up an integration” makes you nervous because you’re not technical, take a breath. This is genuinely a 15-minute project, and you don’t need to write a single line of code.
The Short Answer: Can Tidio Talk to Follow Up Boss?
Bottom line: No native integration exists, but a free bridge app connects them in minutes.
Tidio is a live chat and AI chatbot platform that helps small business owners capture leads directly on their website. Follow Up Boss is a CRM (customer relationship management tool, basically your central contact database) built specifically for real estate professionals. Neither tool has a built-in button that says “connect to the other one.”
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Take the Quiz →What you need is a bridge app. Think of it as a digital assistant that sits between Tidio and Follow Up Boss, watching for new chat leads and automatically passing that contact info into your CRM. The two main bridge apps for this job are Make.com and Zapier.
The good news: this doesn’t cost much. Make.com (affiliate partner) offers a free tier that includes 1,000 operations per month, which is more than enough for most agents’ chat volume. Zapier’s free plan is more limited and caps at 100 tasks per month (check Zapier’s pricing page for current limits). For a real estate agent or small team getting a handful of chat leads per day, either works. Make.com just gives you more room.
What Can This Automation Actually Do?
Bottom line: Names, emails, and phone numbers flow automatically. Full chat transcripts do not.
Here is exactly what happens when you set up this bridge:
Trigger: A visitor fills out a pre-chat form or provides their contact details through your Tidio (affiliate partner) chat widget.
Action: The bridge app catches that event and creates (or updates) a contact record in Follow Up Boss with the available data.
Data that transfers cleanly:
- Name
- Email address
- Phone number (if collected)
- Source tag (so you know this lead came from website chat)
- The first chat message (can be added as a note, but not the full back-and-forth transcript)
Data that stays behind:
- The full conversation transcript (Tidio doesn’t expose this through its standard automation triggers)
- Internal Tidio notes or operator assignments
- Visitor browsing behavior tracked by Tidio
This is a one-directional push. Tidio sends lead data to Follow Up Boss. Changes you make inside Follow Up Boss (like updating a phone number) will not sync back to Tidio. For most agents, that’s perfectly fine. Your CRM is your source of truth, and Tidio is your capture tool.
How to Build the Connection (Step-by-Step)
Bottom line: Five steps, no code, about 15 minutes total.
Prerequisites
Before starting, confirm:
- You have an active Tidio account (free tier works)
- You have a Follow Up Boss account with API access. An API key is a unique password that lets two apps talk to each other behind the scenes. Follow Up Boss provides API access on paid plans, but you may need admin-level permissions to view or copy the key.
- You have a Make.com or Zapier account (free tier of either works for testing)
Verification step: In your Follow Up Boss dashboard, navigate to Admin > API (or Settings > Integrations, depending on your account version). You should see your API key listed there. Copy it for later. If you don’t see this option, ask your team admin to either share the key or grant you API access.
Step 1: Create Your Automation Account
Head to Make.com (affiliate partner) (formerly Integromat) or Zapier.com. For this walkthrough, I’ll cover both paths.
Make.com route:
- Sign up or log in
- Click Create a new scenario
- You’ll see a blank canvas with a single circle—this is where the magic starts
Zapier route:
- Sign up or log in
- Click Create Zap
- You’ll land on the two-step trigger/action editor
Both platforms accomplish the same thing. Make.com offers more granular control and a more generous free tier. Zapier is slightly more beginner-friendly. Pick whichever feels right.
Step 2: Set Up the Tidio Trigger
This is the “when this happens” part of your automation.
In Make.com:
- Click the empty circle and search for Tidio
- Look for a trigger related to new contacts or new conversations (something like “New Contact” or “New Conversation”). Tidio and Make occasionally rename these, so pick whichever trigger fires when a visitor provides their contact details.
- Connect your Tidio account by pasting your Tidio API key. You’ll typically find this under Settings > Developer or Settings > Integrations in your Tidio dashboard. If you can’t locate it, search Tidio’s help docs for “API key.”
- Test the connection. Make will pull in a sample record to confirm everything is wired up.
In Zapier:
- For the Trigger app, search Tidio
- Choose a trigger event related to new contacts or new messages. The exact label may differ between Zapier versions.
- Connect your Tidio account using your API credentials
- Pull in a test record to confirm the connection works
If Tidio doesn’t appear as a native option in either platform, you can try Tidio’s webhook feature instead. A webhook is a way for Tidio to instantly “push” data to another app the moment something happens. Look under your Tidio settings for a webhooks or integrations section, create a new webhook pointed at your Make or Zapier scenario URL, and select the relevant event type. This path takes a few extra minutes but works reliably. Note: webhook availability may depend on your Tidio plan tier. Check Tidio’s current documentation to confirm your plan supports outgoing webhooks.
Step 3: Map the Data Fields
This is where you tell the automation which Tidio fields correspond to which Follow Up Boss fields. This step matters more than people think—sloppy mapping means messy CRM data.
Example field mappings (actual field names in your Make.com or Zapier connector may differ slightly, so treat these as starting points):
For automation-heavy workflows, you might also explore Make.com integration with Follow Up Boss as a powerful alternative to direct chat connections.
Real estate teams often explore GoHighLevel to Follow Up Boss integration as another CRM bridge worth understanding before committing to a setup.
| Tidio Field (example) | Follow Up Boss Field (example) | Notes |
|---|---|---|
| Visitor Email | Required for matching | |
| Visitor Name | First Name / Last Name | Split if your bridge app allows |
| Phone Number | Phone | Only if collected via pre-chat form |
| First Message Text | Note (or Description) | Store as a note if no dedicated field exists |
| Page URL (where chat started) | Source (or add as a note) | Helps with lead attribution. If “Source” isn’t available as a mappable field, paste the URL into a note instead. |
| Custom Tag | Tags | Optional |
In Make.com:
Real estate agents using kvCORE instead should explore Tidio to kvCORE integration options, since the setup process differs significantly from Follow Up Boss.
- Add a second module after your Tidio trigger
- Search for Follow Up Boss
- Select the action: Create a Contact (or Create or Update Contact if available)
- Paste your Follow Up Boss API key when prompted
- Map each field by clicking into the Follow Up Boss field and selecting the corresponding Tidio data from the dropdown
In Zapier:
- For the Action app, search Follow Up Boss
- Choose the action event: Create Contact
- Connect your Follow Up Boss account with your API key
- Map each field using Zapier’s dropdown selectors
Step 4: Add a Filter (Optional but Recommended)
Not every Tidio conversation is a lead. Some visitors ask about office hours. Others are spam bots. A filter prevents junk from cluttering your CRM.
Useful filters to consider:
- Only proceed if email is not empty — eliminates anonymous browsers
- Only proceed if message contains certain keywords — like “buying,” “selling,” “pre-approved,” or a zip code
- Only proceed if a specific tag is applied in Tidio — lets your chat operators manually flag real leads
The Bottom Line
Tidio and Follow Up Boss don’t offer a native, one-click integration—but that barely matters. With a middleware tool like Make.com or Zapier, you can connect them in about 15 minutes and have every chat lead flowing into Follow Up Boss automatically. No code, no CSV exports, no copy-pasting at midnight.
The real win isn’t just saving time on data entry. It’s the speed-to-response advantage. When a lead finishes a Tidio chat and lands in Follow Up Boss within seconds—already tagged, already assigned, already enrolled in an action plan—you’re responding faster than 95% of competing agents.
Your Task Zero: Open Make.com or Zapier right now, connect your Tidio and Follow Up Boss accounts, and build a single automation: new Tidio conversation → create Follow Up Boss contact. Don’t worry about filters, notes, or action plans yet. Get the basic bridge working today, and layer in the advanced stuff this weekend. Fifteen minutes from now, you’ll never manually transfer a chat lead again.
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Get Your Free Kit →Frequently Asked Questions
Does Tidio integrate with Follow Up Boss natively?
No. As of April 2026, there is no built-in one-click integration between Tidio and Follow Up Boss. You need a middleware tool like Make.com or Zapier to connect them.
Can I use the free versions of all the tools?
Yes, for testing and low-volume use. Tidio’s free plan, Follow Up Boss’s paid plan (required for API access), and Make.com’s or Zapier’s free plan will get you started without additional cost beyond your Follow Up Boss subscription.
How quickly do leads appear in Follow Up Boss after a Tidio chat?
That depends on two things: your Tidio plan and your automation platform plan. On free automation plans that use “polling” (where the bridge app checks Tidio on a timer), delays can run up to 15 minutes. On paid automation plans, that shrinks to 1-5 minutes. For near-instant delivery (under 30 seconds), set up a Tidio webhook with Make.com so Tidio pushes data the moment a new contact appears. Check your Tidio plan to confirm webhook support before choosing this route.
Will this work with Tidio’s chatbot, or only live chat?
Both. Whether a visitor interacts with your Tidio AI chatbot or a live human agent, the contact data is created the same way in Tidio. The automation triggers regardless of how the conversation was handled.
Can I send Follow Up Boss data back to Tidio?
Yes, though it’s less common. You could create a reverse automation where a new Follow Up Boss contact triggers an action in Tidio, like adding them to a Tidio contact list for future chat-based outreach. The setup is the same process in reverse.
What if I use a different chat tool — does this same approach work?
Absolutely. The Make.com/Zapier bridge method works with virtually any chat tool that has an API or integration . If you switch from Tidio to Intercom, Drift, or LiveChat in the future, you just swap out the trigger module.
Is there a risk of losing leads during the automation?
Minimal, but not zero. If your automation platform has downtime or an API key expires, leads could be missed. Set up error notifications in Make.com or Zapier so you get alerted immediately if something breaks. Zapier also has an auto-retry feature that re-runs failed tasks automatically. For extra protection, set a daily calendar reminder to glance at your automation dashboard for the first two weeks.
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