Riley

Setup

1. Log in into GetRiley ( https://getrileynow.com/login)

2. Click on Integrations

3. Enter your Follow Up Boss API key (instructions to find your key can be found here  http://help.followupboss.com/article/53-api-key)

4. Select the Lead Stage

5. Click Save (make sure that the connection toggle is set to enabled)

Leads must be connected by the concierge or claimed by an agent to push into Follow Up Boss (Ongoing conversations, which can include leads that were unresponsive, do not push in until one of those events occurs).

You can get additional help on the Riley Facebook group.

Turning off your Follow Up Boss instant text

As Riley will be texting your leads initially, you should turn off any automatic text messages you have setup under Admin > Action Plans.