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Step by Step Guide to Building a Follow Up Boss API Integration in PHP

Aug 11, 20245 minute read

Introduction

Hey there, fellow developer! Ready to supercharge your CRM game with Follow Up Boss? Let's dive into building a slick API integration that'll have you managing leads like a pro. We'll keep things snappy and to the point, so you can get your hands dirty with code in no time.

Prerequisites

Before we jump in, make sure you've got:

  • A PHP environment that's locked and loaded
  • Your Follow Up Boss API credentials (if you don't have 'em, go grab 'em!)
  • cURL installed and ready to roll

Authentication

First things first, let's get you authenticated:

$apiKey = 'your_api_key_here'; $headers = [ 'Authorization: Basic ' . base64_encode($apiKey . ':'), 'Content-Type: application/json' ];

Boom! You're in. Now you're speaking Follow Up Boss's language.

Making API Requests

Here's the bread and butter of our integration. Let's set up a function to make our lives easier:

function makeApiRequest($endpoint, $method = 'GET', $data = null) { $url = 'https://api.followupboss.com/v1/' . $endpoint; $ch = curl_init($url); curl_setopt($ch, CURLOPT_CUSTOMREQUEST, $method); curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); curl_setopt($ch, CURLOPT_HTTPHEADER, $GLOBALS['headers']); if ($data) { curl_setopt($ch, CURLOPT_POSTFIELDS, json_encode($data)); } $response = curl_exec($ch); curl_close($ch); return json_decode($response, true); }

CRUD Operations

Now let's put that function to work:

Creating a new lead

$newLead = [ 'firstName' => 'John', 'lastName' => 'Doe', 'email' => '[email protected]' ]; $createdLead = makeApiRequest('people', 'POST', $newLead);

Retrieving lead information

$leadId = 123; $leadInfo = makeApiRequest("people/{$leadId}");

Updating lead details

$updatedInfo = ['phone' => '555-1234']; $updatedLead = makeApiRequest("people/{$leadId}", 'PUT', $updatedInfo);

Deleting a lead

$deletedLead = makeApiRequest("people/{$leadId}", 'DELETE');

Handling Responses

Always check your responses. Here's a quick way to do it:

if (isset($response['error'])) { echo "Oops! Error: " . $response['error']['message']; } else { // Process successful response }

Webhooks Integration

Want real-time updates? Set up a webhook:

$webhook = [ 'url' => 'https://your-app.com/webhook', 'event' => 'lead.created' ]; $createdWebhook = makeApiRequest('webhooks', 'POST', $webhook);

Then, in your webhook handler:

$payload = file_get_contents('php://input'); $event = json_decode($payload, true); if ($event['type'] === 'lead.created') { // Handle new lead }

Best Practices

  • Respect rate limits. Nobody likes a spammer.
  • Validate your data before sending it. Garbage in, garbage out.
  • Keep your API key secret. Treat it like your Netflix password.

Testing and Debugging

Test, test, and test again. Use PHPUnit for unit tests, and don't be shy about using var_dump() when things go sideways.

Conclusion

And there you have it! You're now armed and dangerous with a Follow Up Boss API integration. Remember, the API docs are your best friend for diving deeper. Now go forth and conquer those leads!

Happy coding, you magnificent developer, you!