Displet
About This Source Displet is a RETS/IDX product that is fully customizable, providing quick and advanced searches, featured listings, among many other features to enhance the efficiency of agents. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Lead notification emails fro...
Davis Farrell
About This Source Davis Farrell uses progressive technology, providing Charlotte-area realtors with easy to use IDX property searches, neighborhood analyzer, commute cost calculator, and property valuations. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuit...
CityBlast
About This Source CityBlast provides agents with a personalized real estate marketing team. Experts take care of digital marketing, social media posting, pay-per-click advertising campaigns, and audience growth! How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, ...
Agent Elite
How Agent Elite Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third-party) ✓ How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address, e.g. team.fub@followupboss.me. ...
AgentFire
Goal Easily follow up leads received from your AgentFire real estate website. AgentFire specializes in hyper-local websites that showcase agents as a true experts within their particular target market. How AgentFire Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only...
Agent Jet
About This Source AgentJet is real estate lead generation that nurtures real estate leads resulting in higher conversion and a typical ROI of over 300%. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss...
AgentLocator
Goal Connect your AgentLocator website to Follow Up Boss for centralized lead management, ongoing nurturing, and deal tracking. Popular Ways to Use the Integration Capture Phone Leads Directly Place your FUB number on your website to route incoming leads to your best agents for instant live connections that boost conversions. Team Inbox Dial Throug...
AgentMachine / ReferralExchange
Goal Transfer Agent Machine / Referral Exchange leads to Follow Up Boss for easy lead nurturing and conversion. Popular Ways to Use the Integration Convert More Phone Transfer Leads Referral leads want to speak with someone right away; you never want them to go to voicemail. Routing leads to your Team Inbox number notifies your best agents simultane...
AgentMarketing
About This Source Premier Real Estate Agent Marketing Tools, Personal & Property Websites with Virtual Tours, IDX & Real Estate Lead Generation with full CRM. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ ✓ Email Parsing: Office 365, GSuite, and Gmail users: Lead...
All Property Management
About This Source Search for local property management companies and get free quotes. They help to finacially, physically, and legally manage your rental property investment. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will fl...
Altos Research
About This Source Powerful local market data that helps agents communicate with their contacts through the whole lifecycle. Use targeted data gathered from millions of data points to inspire people to buy or sell a home. Perfect for usage in Facebook Campaigns, weekly emails, and farming. Always be able to answer questions your clients have about t...
Apartable
About This Source Apartable matches housing seekers with apartments and condos they can call home. Users can also search for real estate agents in their area. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow ...
Apartments.com
Goal Capture rental leads from Apartments.com then engage them through Follow Up Boss to increase lease signings and conversions. Popular Ways to Use the Integration Get In Front of Renters Before They Make Their Decisions From quick, automatic dissemination to your best agents to instant text messages to engage leads in the moment, Follow Up Boss h...
AppFolio
Follow Up Boss can add leads generated by AppFolio. If you have connected a Google email to your Follow Up Boss account, we can pick up AppFolio leads from there. If you are not the account owner, be sure you have Inbox Processing turned on under Admin > API. If you hare not using a connected Google email, follow these steps: 1. Log in to your Ap...
ArchTelecom
About This Source Sprint Preferred Retailer committed to providing Sprint shoppers superior customer service. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. Ensure you have enabled Inb...
Auction.com
About This Source Auction.com is a leading real estate marketplace offering over 30,000 discounted residential bank-owned and foreclosure home deals. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss au...
BoldLeads
About This Source BoldLeads is a seller and buyer lead generation platform recently acquired by Propertybase. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. Ensure you have enabled Inb...
Boomtown
Goal Pull leads from your Boomtown website into your Follow Up Boss platform for centralized lead management, more streamlined follow up, and the ability to call leads directly from your CRM without any third-party systems. Popular Ways to Use the Integration Rapid Fire Calling Directly Through Your CRM Quickly engage new leads with our desktop and ...
Brinkoetter
About This Source Brinkoetter is a residential and commercial real estate sales, marketing, and consulting company in Central Illinois. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up Boss automatically. E...
Brivity
Goal Have leads generated by your Brivity website and landing pages flow into Follow Up Boss for engagement with our sales tools. Integrating your Brivity site with Follow Up Boss allows you to centrally manage these leads amongst leads generated on any other platform. Popular Ways to Use the Integration Follow Up Flexibility Use automated action p...
Buyer Needs
About This Source Buyer Needs provides searchable, buyer questionnaires entitled, "DeetSheets." DeetSheet submissions and seller contacts automatically feed to your Follow Up Boss account. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users...
Cloud CMA
Cloud CMA is a real estate CMA software for real estate agents. Utilizing Cloud CMA allows you to generate reports in order to help you gain more listings. How Cloud CMA Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third-party) ✓ Email Parsing ...
Commissions Inc. (CINC)
Goal Have leads flow into Follow Up Boss from your Commissions Inc. website to centrally manage these leads alongside those from your other lead sources. Popular Ways to Use the Integration Rapid Follow Up with Automated Dialing Quickly engage new leads with our desktop and mobile-friendly Calling Feature. Automatically dial through your follow ups ...
Craigslist
Summary To send leads into your Follow Up Boss account from Craigslist listings. Setup Find your Follow Up Boss lead processing email address in your Follow Up Boss account by navigating to Admin > API or clicking here: https://app.followupboss.com/2/api Log into your Craigslist account Click Settings Click Change next to your current email Enter...
Dave Ramsey
Goal Have your Dave Ramsey leads flow into Follow Up Boss for easy automated follow-up and deal tracking. Popular Ways to Use the Integration Follow Up Faster Than Competing Agents Immediately engage with leads upon acceptance. Follow Up Boss will instantly send text messages and emails to your leads without you needing to take any additional action...
Diverse Solutions
How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to your Diverse Solutions Control Panel: http://controlpanel.diversesolutions.com/Default.aspx Then click options under IDX Products: 3. Enter your Follow Up Boss email under the CC Email field: Test it out O...
Easy Agent Pro
How Easy Agent Pro Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third-party) ✓ Agent Easy Pro will send you leads containing the Name, Email, Phone and addressed inquired. *Please note that Easy Agent Pro sends information to Follow Up Boss bu...
eEdge (Market Leader)
Goal Take your business to the next level with a strong, top-performing CRM used by some of the top-performing teams in the country. Quick and easy setup gives you the ability to instantly follow up and centrally manage your leads from a variety of sources. Popular Ways to Use the Integration Get More Leads on the Phone with Easy, Automated Dialing ...
Effective Agents
Effective Agents is a free online tool used by leads to search for Realtors ® in their area. A matching algorithm identifies agents in the lead’s area that are top-notch negotiators, providing leads with a list of agents to choose from. Agent Qualifications Effective Agents only works with the top 5% of Realtors ®. To qualify to be an Effective Ag...
800 Info Home Line
About This Source Agents who use 800InfoHomeLine capture prospects' contact information, track their sign and ad calls, and ultimately they get more deals! How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will flow into Follow Up B...
Enable Inbox Lead Processing
Enabling Inbox Lead Processing allows Follow Up Boss to create leads by detecting the lead notification emails that are sent to a Gmail, GSuite, or Office 365 based email address.(Traditionally you would need to send leads to your @followupboss.me lead processing email.) This means you do not have to go through a long process to get all of your lead...
Facebook Lead Ads (Zapier integration)
Connecting Facebook directly NOTE: You can now connect Follow Up Boss directly to Facebook without using Zapier. See steps here: Facebook Lead Ads (direct integration) Connecting Facebook using Zapier If your Facebook Lead Ad uses custom fields and you want this information to come into Follow Up Boss, you can use Zapier to integrate your ad with ...
FastExpert
Goal Route FastExpert leads to Follow Up Boss for automated lead distribution, instant follow up, and nurturing. Popular Ways to Use the Integration Automated Lead Nurturing Made Easy Easily make a stellar first impression with automatic text messages and emails that compel leads to work with you. Action Plans Workshop: Conquer the First Call Like a...
Geographic Farming
Google Account: If you're the account owner and your Google account is connected to Follow Up Boss, have your Geographic Farming leads sent to your connected email and our system will automatically pick them up. This is the best way to be setup. Alternative Setup: 1. Get your account's lead email address by going to Admin>API 2. Go to the login p...
HAR.com
How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to HAR.com (https://members.har.com/login/dispLoginM.cfm?app=MOP&UserType=M) and go to "Leads / Appt" 3. Click on Click Here to change the email address: 4. Go to Personal Information (Change email, Ph...
Homelight.com
Goal Use Follow Up Boss to respond to Homelight leads faster than competing agents and initiate meaningful engagement that leads to closings. Popular Ways to Use the Integration Rapid Follow Up with Automated Dialing Quickly engage new leads with our desktop and mobile-friendly Calling Feature. Automatically dial through your follow-ups without the ...
Home on the Phone (Buyer Acquire)
About This Source Home on the Phone, formerly Buyer Acquire, is a mobile website provider, call capture, and lead generation system for real estate agents and mortgage lenders. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ Office 365, GSuite, and Gmail users: Leads will ...
Homes.com
Goal Quickly follow up and convert leads generated from your Homes.com account. Popular Ways to Use the Integration Automatically Distribute Leads to Top Agents Using Lead Flow Instantly alert the agents of your choice with automated lead routing. We'll distribute leads however you like with our many lead distribution options including: Round Robin ...
Homes and Land
How to set up 1. Get your unique Follow Up Boss email address 2. Contact the Homes & Land support team as this connection needs to be done by their team. Please have them add your FUB email address in the settings. Test it out Once you have changed over your Homes and Land email address you can test it out by submitting an inquiry. You should re...
Homesnap
Follow Up Boss can automatically pull in your new leads from Homesnap either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email. To pull in new leads from your connected Google or Office 365 email: 1. Login to Follow Up Boss. 2. Make sure your Google or Office 365 email is connected on your My Setting...
Home Value Leads (HVL)
How to setup NOTE: Skip this if your Gmail or Google Apps account is connected to FUB 1. Get your unique Follow Up Boss email address 2. Login to your Home Value Leads account. Usually, it is in this format: https://app.homevalueleads.com/login 3. Once logged in, go to Site Settings > Notification Settings > Enter FUB lead email in Send New...
HotPads
Setup HotPads.com to pull HotPads rental leads directly into your Follow Up Boss account. Setup Create a HotPads account with your @followupboss.me lead processing email or, if you are a Follow Up Boss account owner, your connected Google/Gmail email address. Navigate to the HotPads profile section by hover overing your email in the top right hand c...
iHomeFinder
Goal Connect your iHomeFinder integrated website to Follow Up Boss for centralized lead management, rapid follow-up, and meaningful engagement that leads to more closings. Popular Ways to Use the Integration Rapidly Connect with Leads via Phone with Automated Dialing Deals are made on the phone. Automatically dial your hottest leads or today’s tasks...
KVCore Platform / K+ Team (Formerly Kunversion +)
Goal Leverage the Action Plans and sales tools provided by Follow Up Boss to convert KVCoreK+ leads into clients. Popular Ways to Use the Integration Simple, Yet Powerful Lead Management Follow Up Boss is one solution that does it all. Our plans include everything you need to engage, convert, and close leads including: Seamless Lead Distribution Au...
Listings To Leads (L2L)
Goal Connect L2L to FUB for centralized lead management across all of your lead sources, powerful lead nurturing, and deal tracking. Popular Ways to Use the Integration Automated Lead Distribution Instantly route leads to your team. Use traditional round-robin to distribute leads evenly, or use advanced rules to route by price and/or location. You c...
Manually Add a Lead Source
To manually add a new lead source or lead provider name to a contact record's Source field, you can follow the steps below. Note: If you're attempting to add a new "lead flow" for a new lead source (which allows FUB to automatically pull in new leads from this new lead source), then you can consult our list of lead sources, which includes instructio...
Market Leader and KW.com (Keller Williams)
Goal Connect your KW account to Follow Up Boss for automated lead distribution and engagement. Popular Ways to Use the Integration Get More Leads on the Phone with Easy, Automated Dialing Speak one-on-one with your hottest leads, stay in touch with nurtures, and re-engage stale leads easily with automated dialing. Money is made on the phone. We’ll t...
Movoto
How to set up 1. Get your unique Follow Up Boss email address 2. Log in to your Movoto account at https://www.movoto.com. 3. Go to Full Site. 4. Go to Client List. 5. Go to Agent Resources. 6. Go to Contact Info and Add your FUB lead email as an alternate email address. Test it out Once you have changed over your Movoto email address you can test it...
My +Plus Leads
About This Source My +Plus Leads is a lead generation system that provides real estate agents with leads in their area. With this integration, leads from My +Plus Leads can seamlessly flow into Follow Up Boss. How We Connect API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third party) ✓ 2 Minute S...
Offrs
To connect your new Offrs leads to Follow Up Boss, please follow the steps below: 1. Copy your Follow Up Boss API key by following these steps: API Key 2. Log in to your Offrs account. 3. In Offrs, click the drop-down menu in the top-right corner (next to your picture) and click "Account Settings." 4. On the Account Settings page, click "Connectors"...
Opcity
Goal Have Opcity leads flow into Follow Up Boss for automated distribution to your agents, instant Follow Up via action plans, and top of the line Deal tracking through closing. Popular Ways to Use the Integration Route Incoming Calls to Your Top Agents Send calls to your Team Inbox number to simultaneously notify your agents of choice so incoming l...
Placester
Goal Route your Placester website leads into Follow Up Boss for increased lead engagement and closings. Popular Ways to Use the Integration Capture Phone Leads & Distribute Them to Your Best Agents Placing your Team Inbox number on your website helps you to capture phone leads and connect them to your best agents for faster and easier conversion...
Point 2 Homes
1. Log into your Point 2 Homes account: https://www.point2homes.com/ 2. Go to "My account" 3. Edit your profile details 4. Add your followupboss.me email address OR your Google connected email (account owners only). If you are not the account owner, or you are an account owner but do not have a Google connected address in FUB, email support@followup...
Prime Seller Leads
How to Set Up: Here's how to connect your Prime Seller Leads account to Follow Up Boss Get your Follow Up Boss API key Login to your Prime Seller Leads account by going to http://yourwebsiteURL.com/admin Hover over 'Settings' and then click 'Follow Up Boss API Settings' Set Connection to 'On' Pasted your API key in the space provided Click Save Do a...
Real Estate Webmasters
Goal Connect your Real Estate Webmasters website to Follow Up Boss for powerful lead engagement, deal tracking, and centralized management of your leads from all sources. Note: recent versions of REW's backend may not support the Follow Up Boss integration. REW is planning to release their own CRM with an available API. Once available, we will check...
Real Geeks
Goal Engage and convert leads generated by your Real Geeks website. This integration helps your team close more deals without increasing your marketing budget. Popular Ways to Use the Integration Powerful Lead Routing Tools Distribute high-dollar leads to your top agents. Connect faster by matching new leads with active agents using “Shark Tank” st...
RealScout (Zapier Integration)
How RealScout Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third-party) ✓ RealScout connects to Follow Up Boss by using Zapier, allowing you to get data into/out of your RealScout account. In order to use the RealScout Zap, you will need to ha...
Realtor.ca
Follow Up & Covert Realtor.ca Leads Have your Realtor.ca leads flow into Follow Up Boss for easy distribution and ongoing engagement that leads to closings. Benefits of sending your Realtor.ca leads to FUB include: Automatic lead routing to agents. Instant follow up via text message and email. Rapid dialing of your database with integrated calli...
Realtor.com
Follow Up & Covert Realtor.com Leads Have your Realtor.com leads flow into Follow Up Boss seamlessly through one of the strongest integrations of any CRM available. This robust integration allows you to: Automatically route leads to your agents. Instantly follow up via text message and email. Rapidly dial your database with integrated calling. T...
Redfin
Follow Up Boss can automatically pull in your new leads from Redfin either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email. To pull in new leads from your connected Google or Office 365 email: 1. Login to Follow Up Boss. 2. Make sure your Google or Office 365 email is connected on your My Settings ...
RentHop
Inbox Lead Processing: If you have an Office 365 or Google-based email connected to Follow Up Boss, have your RentHop leads sent to your connected email and our system will automatically pick them up once you enable lead inbox processing. This is the best way to be setup. Zapier Parser If you are not able to use lead inbox processing, you can create...
SmartZip
Set Up: NOTE: Skip this if your Gmail or Google Apps account is connected to FUB Get your unique Follow Up Boss email address Go to your website admin login page. http://clients.smartzip.com/signin Once logged in, click on your Profile Picture and then Account Settings. Next, click Add next to secondary email; paste in your @followupboss.me email...
Spacio
Spac.io provides an open house app that directly integrates with Follow Up Boss. Just create an account on their website then click "Settings" > "Integrations" > "Follow Up Boss" to input your Follow Up Boss API key Teams If you have a team you can put each individuals API key in Spac.io to have the leads route to the right agent. Learn more...
Streeteasy
Google Account: If you're the account owner and your Google account is connected to Follow Up Boss, have your RentHop leads sent to your connected email and our system will automatically pick them up. This is the best way to be setup. Alternative Setup: **Important Note** The issue with Streeteasy is that there is nowhere in your account to add an a...
Structurely
Send your lead conversation and data from Structurely back to FUB to stay in sync Click on the "Admin" icon on the top. Then click on "More" and click "API" from the dropdown. Click "Copy" next to your "API Key" field Now, go to your HomeChat Dashboard. Click on the 'Settings Cog' on the left hand panel. Then click 'integrations'. Paste in your Fo...
Tiger Leads
On http://paws.tigerlead.com/account/show_users click edit for each user and setup their @followupboss.me email so that when leads are assigned in Tiger they flow through to the same agent in FUB. For admin ensure "All lead notifications" is unticked as this will interfere with lead routing. You should turn on "Lead Returned Notifications" this will...
VoicePad
VoicePad Setup Instructions Find your unique Follow Up Boss email address under Admin > More > API Log in to http://admin.voicepad.com/Login Go to My Profile Under Email, enter your @followupboss.me email address Once you have changed over your VoicePad email address you can test it out by going to your website and submitting an inquiry. You s...
zBuyer
Goal Respond to incoming leads faster than competing agents by connecting your zBuyer account to Follow Up Boss. Popular Ways to Use the Integration Be the First on the Phone Route leads to your Team Inbox to quickly get them on the phone with an agent. Your Team Inbox number rings to the agents of your choice simultaneously, ensuring your leads nev...
Zillow & Trulia (Premier Agent)
Follow Up & Convert Zillow Leads Faster Zillow & Trulia seamlessly integrates with Follow Up Boss via a proprietary API connection called Zillow Tech Connect (ZTC). Through this powerful connection you are able to: Rapidly get leads into your Follow Up Boss account the moment they are created. Automatically distribute leads based on the rule...
Zillow Lender Leads
To receive Zillow Lender leads into Follow Up Boss we have a direct API connection. To get started email support@followupboss.com with your Zillow profile link and NMLS number. We will co-ordinate with Zillow to post a test lead to your account. For more info on Zillow Lender leads see https://www.zillow.com/advertising/mortgage/ Email Leads Not...
Zillow Rentals
Engage & Convert Rental Leads + Stay Top of Mind for Future Moves Capture your Zillow Rental Leads in Follow Up Boss to: Seamlessly distribute leads to agents. Quickly connect via phone and instant text messages. Automatically engage leads via Action Plans. Track commissions. Stay top of mind long term. Popular Ways to Use the Integration Be the...
Zumper
Goal Capture rental leads from Zumper and engage them through Follow Up Boss to increase lease signings and conversions. Popular Ways to Use the Integration Get In Front of Renters & Get Leases Signed From quick, automatic dissemination to your best agents to instant text messages to engage leads in the moment, Follow Up Boss helps you convert m...
Zurple
1. Login at https://my.zurple.com/access/login 2. Enter your connected Google Account (account owners only) or @followupboss.me email address in Zurple under My Profile > Email forwarding. IMPORTANT NOTE: If you're assigning leads to your agents directly through Zurple, you'll need to complete this same process for each individual agent on your t...
Conversion Monster
About This Integration Conversion Monster is a human-powered ISA service that calls, qualifies, and nurtures leads until they're ready to work with an agent. In addition, the Conversion Monster team provides long-term, systematic lead nurturing where a human is always available when there is a defined indication of interest. How We Connect API (Be...
YLOPO
Goal Have your Ylopo leads flow seamlessly into Follow Up Boss for engagement via custom action plans, strategic activity tracking, and follow up that leads to conversions. Our robust integration with Ylopo provides deep-level insight into the behavior of your leads, giving your team expansive context and information about each lead and what they’re...
Agentology
This is a third party integration built by agentology.com for setup help and support please contact them directly. How to Set Up If you're working with Agentology for their ISA services: 1. Under Admin, go to API and copy your API key from Follow Up Boss 2. Send your API key to your 'Client Success Advisor' at Agentology and they'll set up the rest ...
Agent Legend
Agent Legend's integration with Follow Up Boss allows for all communication with leads/prospects in Agent Legend to log on the contact's record in Follow Up Boss. Follow the steps below to set it up. Setup 1. Log in to Follow Up Boss and copy your API key by following the steps here. 2. Log in to Agent Legend and click your account name in the top-...
InsideSalesAgents.com
InsideSalesAgents.com provide a service to help call and qualify your inbound leads from most real estate lead sources but what makes them unique is their depth of experience calling on IDX home search registration leads. Setup To set up the integration, reach out to your contact at InsideSalesAgents.com and provide them your Follow Up Boss API key ...
How to Connect with Aiva
Connecting your Follow Up Boss account with Aiva will allow you to send leads to Aiva and sync communication notes back to Follow Up Boss. The integration works like this: A new lead arrives in Follow Up Boss We send the lead to Aiva so they can work their magic Aiva logs the communication and sends notes that are displayed in the contacts timelin...
dotloop
When you enable the dotloop integration, you gain the ability to: Create a loop when you create a deal Easily go to your loops in dotloop from a deal card on the People and Deals screen. Connecting dotloop To get started you will need to be an Account Owner or Admin level role. To connect to dotloop, you can go to Admin > Integrations > dotloo...
IDX Integrations
The amount of IDX activity sent to Follow Up Boss depends on your website provider. Below are listed the current IDX website providers and their level of integration. Any website company can integrate their websites fully with our platform using our open API. An overview of what IDX data looks like in Follow Up Boss can be seen here. API Integrated ...
Website Activities in Follow Up Boss
If you have an IDX website integrated with Follow Up Boss, you can see who visits your website and what they do. Depending on your website Follow Up Boss can show some of the following website activities: Property Inquiry General Inquiry Seller Inquiry Registration Saved Property Viewed Property Viewed Page Visited Website Property Search Saved Prop...
Sierra Interactive
IDX Integration built by sierrainteractive.com Sierra has a full IDX integration with our API that passes IDX events like saved property and viewed property, assigned agent etc. When integration is enabled, you'll have the option to send all new leads to FUB automatically as they register or send them manually. Information you'll see in Follow Up Bo...
Union Street Media
Summary: Setup the Union Street Media to Follow Up Boss integration and understand the capabilities of the integration. The Union Street Media integration syncs your Union Street Media leads’ contact information, favorited properties, saved searches, and other website activity to Follow Up Boss. Integration Setup 1. Copy your Follow Up Boss API key...
Showcase IDX
Showcase IDX is an IDX Search for WordPress sites. To integrate with Showcase IDX, copy your Follow Up Boss API key from Admin API, and add it to the Integrations section of Showcase IDX. Step-by-step instructions on setting up this integration can be found here: https://vimeo.com/245266733...
IDX Broker
Goal Connect your IDX Broker website to Follow Up Boss for centralized lead management, rapid follow-up, and meaningful engagement that leads to more closings. Popular Ways to Use the Integration Rapidly Dial Through Your Lists to Get More Leads on the Phone Deals are made on the phone. Automatically dial your hottest leads or today’s tasks using Ca...
Connecting SendGrid API and Sender Verification
If you are running into connection issues with SendGrid due to: Incomplete sender verification 2FA/API changes causing connection troubles We have some steps on how-to set both of these up: Sender Verification Login to SendGrid, and click on Settings on the lower left From there we are looking for "Sender Authentication" > "Single Sender Verifica...
Constant Contact (Zapier Integration)
About If you are using Constant Contact to manage your marketing campaigns, you can sync your contacts and contact activity to Follow Up Boss using Zapier. This integration will allow you to do things like: Add new Follow Up Boss leads to a list in Constant Contact Add new Constant Contact leads to Follow Up Boss Add a note to Follow Up Boss when a ...
MailChimp Integration
You can sync your Follow Up Boss database to MailChimp for mass emails. This includes contact name, assigned agent, tags, stage, phone, email, price, lead source, etc. If the contact unsubscribes from a MailChimp email, they will automatically be unsubscribed in Follow Up Boss, and vice-versa. (You can still directly email an unsubscribed contact fr...
Mailchimp for Agents
Setting up Mailchimp for agents on your team This is for teams who want to be able to sync up their Mailchimp and Follow Up Boss accounts for someone other than the admin. We'll be using Zapier to achieve this -- there are two Zaps we need to create in order to get this set up. The first one will be to pull over existing contacts in the system, and ...
Troubleshooting MailChimp sync
Here are some common reasons why contacts in Follow Up Boss may not sync into MailChimp. 1. Contact doesn't have email address. Contacts that do not have any email address won't be synced into MailChimp. This means that total number of contacts in FUB is likely to be larger than the number of contacts in MailChimp because some of the contacts in FUB...
Setup BombBomb
BombBomb is an official integration supported by Follow Up Boss. It's easy to set up and you'll be sending your contacts videos from Follow Up Boss in no time. You can insert BombBomb videos wherever emails are in Follow Up Boss such as emails, email templates, and email signatures. Setting it up Head to Admin > Integrations and you'll see a box ...
Happy Grasshopper Integration
Happy Grasshopper is a tool for instant, automated responses and long-term keep-in-touch campaigns. This is how the integration works: What is synced: Tags, source, and stage are all synced. These will all appear as tags in HG. Tags: The sync is from FUB to HG, but not the other way around. Edit your contacts in FUB and not in HG. How often is the s...
SendGrid - Batch Email Provider
SendGrid is an official integration supported by Follow Up Boss. It is used for sending large amounts of email and is necessary if you wish to send unlimited batch emails through Follow Up Boss. You can sign up for a free trial account with SendGrid here. More details on Sendgrid's paid pricing plans are outlined here. Notes: Once it is setup it ...
RealSavvy
How RealSavvy Connects to Follow Up Boss Available integration types: API (Best full integration) Email Parsing (Gathers data found in emails only) Zapier (Third-party) ✓ RealSavvy connects to Follow Up Boss via API. In order to kick-off the integration between Follow Up Boss and RealSavvy, you'll want to have your Follow Up Boss API key ...
Website Activity
The Website Activity Tab provides insight into what a lead is looking for so you can easily: Prioritize your leads. Best understand their needs. Engage in meaningful conversations. Send relevant updates and communication. Overview Marketing Source Quickly see the marketing source that your leads came from, as Follow Up Boss gathers this information ...
Integrating Your Own Website
Connect your custom website with Follow Up Boss to: Capture Leads Immediately Distribute Leads to Agents Follow Up with Automated Action Plans Track Activity e.g. Property Saves, Returns to Website, Etc. Autodial Leads via Call Lists Centralize Lead Management Create and Close More Deals Ways to Integrate Your Website with Follow Up Boss There are t...
Zapier
Zapier allows you to connect different software apps to Follow Up Boss. Get data into/out of your account or perform advanced actions in FUB, such as having an appointment add a tag to a contact. Main Hub The most popular workflows (Zaps) are on our hub which can be found here: https://zapier.com/zapbook/follow-up-boss/ Triggers Triggers are event...
Zapier Parser Instructions
Occasionally there will be lead sources that do not have a Follow Up Boss parser and have a format that is incompatible with the Follow Up Boss generic parser. In those cases a good alternative is to use Zapier's parser to send leads over to Follow Up Boss. Set Up Zapier Parser Go to https://parser.zapier.com/ and sign up for a free account (this i...
Zapier Integration List
Zapier Integration List This is a current list of companies that have an indirect integration with Follow Up Boss via Zapier. Basic setup instructions for Zapier "Zaps" can be found here. Agent Legend Airtable Asana BombBomb Brivity CallFire CallRail Commissions, Inc (CINC) Constant Contact Contactually Facebook Lead Google Adwords Google Contacts ...
Follow Up Boss Email Parser
Capture leads via email using our Full, Short, or Advanced email parser format. Things to note: This format involves editing the email notifications your software sends (not how your form looks or works on the front end of your website). If you're not able to edit the form your software sends, consider using a third-party platform like Zapier. Here...
Drip Text Integration Options
1-1 & Group Texts vs Text Message Marketing Follow Up Boss calling and texting is designed to be used as your direct business line. Call and text your leads exactly like you always do -- you can even group text! It works just like when you text or call on your phone, except that you do it through the Follow Up Boss app and it's all logged and re...
CallAction.co
Goal Get inbound calls from Call Action into your Follow Up Boss CRM automatically and send automated follow-ups and notifications to your team. How It Works Call Action is a system that helps you track and respond to all of your inbound phone calls. All activity on CallAction syncs automatically into Follow Up Boss. Here's more on how CallAction an...
Better Voicemail
About This Integration The Better Voicemail integration allows you to receive voicemail notifications into Follow Up Boss. If the call is from a new lead we will create a new client record. If it's an existing lead we will send an email notification. Detailed overview of how Better Voice works. Explore Team Inbox with Follow Up Boss Ready to central...
Mojo Sells Integration
The Mojo integration syncs your Mojo leads to Follow Up Boss (and vice versa). This is ideal for when you make contact with someone while prospecting Expireds and FSBOs in Mojo's dialer and want to transfer them to Follow Up Boss for further follow up. All Mojo to Follow Up Boss syncing is automatic. If you're calling leads already in your Follow Up...
AMcards
The AMcards integration allows you to send real personalized greeting cards and gifts to your Follow Up Boss contacts right from your own Follow Up Boss account! Setup To set up the AMcards integration with Follow Up Boss, take the following steps: Enable the AMcards app in your Follow Up Boss account from this link here. Note: This can only be ena...
Brokermint
Connect Brokermint and Follow Up Boss to manage your leads, clients and transactions in one place while eliminating double entry and most importantly save your time! How does the FUB integration work? When a deal is created in Follow Up Boss, it will sync to Brokermint back office as an incoming transaction. What information can be synced from FUB...
Create an Embedded App
If you are an Account Owner or Admin of a Follow Up Boss account, you can request to make an Embedded App. You can create an Embedded App to be used privately on your own account or you can submit your app to be available for all Follow Up Boss accounts. If you'd like to make an Embedded App, please email product@followupboss.com to get started! Ge...
Embedded Apps
We know there is awesome software that you use besides Follow Up Boss. And we know it can take time and energy to switch between systems to get all the information that you need. That is why we have Embedded Apps! With Embedded Apps, you can get the third party data you need for a contact, right inside of Follow Up Boss! Embedded apps will load thi...
Cloud Streams
About This Source Cloud Streams provides an advantage to real estate agents as they are the first to know about new or updated listings before being notified by the MLS. How It Works Cloud Stream queries the MLS and automatically sends alerts for properties that are within the parameters set. Additionally, it is the only listing alert system that se...
Revaluate
About This Source Revaluate helps determine likely movers within your existing database. Revaluate rates likely movers on a 0-100 scale using predictive analytics and big data, stack ranking your prospect database. Revaluate is used to outmaneuver the competition, increase marketing efficiencies, increase previously purchased lead ROI and increase s...
Google Forms + Zapier Integration = Open House Lead Capture
A great (free) way to collect information at an open house, add those people to Follow Up Boss, and start an action plan automatically is to use Google Forms, Zapier, and Follow Up Boss together! Follow this guide and you'll never need to manually enter another open house list into FUB again. What You Will Need A Google account: gmail (free) or GSui...
Google Sheets Integration .- API Nation
Use API Nation to connect Follow Up Boss with third-party software platforms. In this article we'll illustrate how to take your “People” from Follow Up Boss and sync them neatly to a Google Sheet so you can have a backup of the info and also run report and create leaderboards and charts. How to Integrate with Google Sheets Using API Nation (Video by...
JotForm - Free Custom Forms
JotForm is a platform for creating custom webforms. Get started for free by signing up on jotform.com. Jotform is great for: Embedding forms on your website and having those entries flow into Follow Up Boss. Distributing manually entered leads to agents via round robin or First to Claim. (E.g. Phone leads, people you meet in person or at events, et...
Follow Up Boss vs. FiveStreet
Follow Up Boss is an alternative to FiveStreet that supports more options for lead distribution, robust drip campaigns, and makes it easy to be more direct and conversational because of how we assign leads to agents. Existing FiveStreet Customers If you’re an existing FiveStreet customer, Follow Up Boss can help you get the leads from FiveStreet int...
Follow Up Boss vs. Liondesk
Follow Up Boss vs. Liondesk Follow Up Boss is a simple alternative to Liondesk with an easy to use interface and native mobile apps for Android and iOS. Simplicity Behind Powerful Features Follow Up Boss has features like 2-way texting, email sync, automated follow-ups and reminders without the complicated interface or complex layout. Measure Result...
API Key
To get your Follow Up Boss API Key click Admin > API then click the API key box to reveal. Developers can use our open API to send new leads or website activity to Follow Up Boss or access contacts inside your account. Note: Your API key grants programmatic access to your Follow Up Boss account. Make sure to keep it safe, like your password. C...
Follow Up Boss Lead Routing Email
Your Unique Follow Up Boss Email Each Follow Up Boss user has their own unique Follow Up Boss email address. When a lead notification is sent to this address from one of our support providers the lead will automatically be entered into Follow Up Boss. Account Owners: You can see the lead routing emails for all team members under Admin > More >...
Leads Stopped Coming into FUB
If you received a lead notification email from a lead source, but did not get notified of the lead in FUB, here are some troubleshooting tips to help you. 1. Check the email address your lead notification was sent to. It should be your your connected Google address in FUB (Account Owners only) or your FUB lead email address example.example@fub.me. I...
MLS Property Update Emails
Some MLS's allow you to have their property alert emails sent to both the client and the agent, if these are on the same email they will sync to Follow Up Boss like other email communication with the client. If these are separate emails they will not sync to Follow Up Boss Note: most MLS's do not send the email to the agent's inbox and the clients o...
Using Lead Metadata
Follow Up Boss supports the lead metadata standard (https://www.leadmetadata.org) for our lead emails. Using this format will ensure that even if the look and layout of an email from your lead source changes, we can still extract all of the information about a lead without issue. If you are having issues with a lead source not providing correct info...
PieSync
piesync.com allows a two-way sync with other software applications including Google Contacts, BombBomb, Active Campaign, Infusionsoft, and more. **Warning** - When initially setting up the Piesync integration, we recommend starting with just a one-way sync from Follow Up Boss to your Google Contacts, for example, because Google Contacts tends to inc...
Google Calendar
If your Follow Up Boss account is connected to a Google Apps or Gmail account, tasks with a date and time in Follow Up Boss will show up in your Google Calendar. Tasks without a time e.g. action plan tasks will not show up in Google Calendar. The event will include all the contact information of the person and details of the task. In addition, the e...
Email Parsing Feedback
Follow Up Boss primarily pulls in lead data via email parsing as most lead providers do not have an available API. Two good ways for lead providers directly to our system is to use the https://www.leadmetadata.org format which multiple CRM's support or to use our API directly. For the companies where Follow Up Boss parses the email information somet...
