How to set up
If you're working with Agentology for their ISA services:
- Under Admin, go to API and copy your API key from Follow Up Boss
- Send your API key to your 'Client Success Advisor' at Agentology and they'll set up the rest of the integration for you
**Note - currently, Agentology will only notify the account owner when they qualify a lead for you, even if the lead is assigned to someone else in Follow Up Boss. This means the assigned agent needs to be manually notified about qualified leads by their account owner. We're working with Agentology to improve this part of the integration.
If you're working with Agentology as a lead provider
1. Go to Admin>API and copy your Follow Up Boss lead email address
2. Log in to https://app.agentology.com/login.
3. Go to "My Profile" and hit "Account Settings".
4. Under "Client Preferences" section, put in your unique Follow Up Boss email address in "Alternate Email Address" field. Hit "Update" when done.
Test it out
Once you have changed over your Agentology email address you can test it out by going to your website and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage.
The fields parsed from Agentology are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.