How to use the Follow Up Boss Integration to send direct mail Postcards

How to use the Follow Up Boss Integration to send direct mail Postcards

PostalAgent connects to Follow Up Boss to send real, physical postcards to your contacts — no printing, stamps, or trips to the post office. Import contacts directly from FUB, choose a design, and we handle the rest. Perfect for just-solds, farming, client anniversaries, and staying top of mind with your sphere.

Overview

PostalAgent is a direct mail platform that lets real estate agents send postcards to their contacts without printing, stamps, or post office trips. With this integration, Follow Up Boss users can import contacts directly into PostalAgent and send them professionally printed postcards in just a few clicks.

Benefits

-Send postcards to leads, past clients, and farm areas without leaving your workflow
-No CSV exports or manual data entry — search and import contacts directly
-Stand out from the crowded inbox with physical mail that gets noticed
-Great for just-sold announcements, open house invites, geographic farming, client anniversaries, and thank-you cards

What syncs

Contact data (name, address) syncs one way from Follow Up Boss into PostalAgent. You search and select which contacts to import — nothing syncs automatically.

How It Works

Once connected, you can browse your Follow Up Boss contacts directly within PostalAgent. Search or filter to find the contacts you want, select them, and import them into a PostalAgent mailing list. From there, choose a postcard design (or upload your own), and PostalAgent prints and mails the postcards within 1-2 business days.

 

How to Set It Up

  1. Sign up for a free PostalAgent account

  2. Click Integrations in the left sidebar 



  3. Find Follow Up Boss and click Connect 



  4. You'll be redirected to Follow Up Boss to authorize the connection — click Grant Access 



  5. Once approved, you'll be redirected back to PostalAgent and your Follow Up Boss account will be connected 



  6. To import contacts, go to Integrations → Follow Up Boss → Browse & Import Contacts 

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  7. Search or filter to find the contacts you want, select them, and click Import 


Troubleshooting

"I don't see my contacts after connecting" Make sure you've navigated to IntegrationsFollow Up BossBrowse & Import Contacts. Contacts are not automatically synced — you need to search and import them manually.

"A contact is missing their address" PostalAgent requires a mailing address to send postcards. If a contact doesn't have an address in Follow Up Boss, they won't be available for import. Add their address in FUB and try again.

"I want to disconnect the integration" Go to IntegrationsFollow Up BossSettings and click Disconnect. You can also revoke access from within Follow Up Boss under Settings → Integrations.

FAQs

Is PostalAgent free?
Signing up is free. You only pay when you send postcards.  Upgrade to a monthly plan for cheaper Postcard rates

Do I need to be the Follow Up Boss account owner to connect?
No. Any FUB user can connect their own account via OAuth.

Do contacts sync automatically?
No. You choose which contacts to import. Nothing syncs automatically or in the background.

Can I send postcards to a smart list or tag in FUB?
Yes, you can search by name, email, Smart List, Tag or Stage and then import the Contacts

How long does it take for postcards to arrive?
Postcards are printed and mailed within 1-2 business days. Delivery time depends on USPS, typically 7 days.

Need Help?

If you have questions or run into any issues, contact us at or visit our Support page.