Written by Erik Wantland

Last published at: December 9th, 2020

Follow Up & Covert Leads

Have your leads flow into Follow Up Boss for easy distribution and ongoing engagement that leads to closings.

Benefits of sending your leads to FUB include:

Level Up Your Follow Up

Your leads are valuable. Accelerate your success by engaging leads using these best practices:

Ace the First Call
Impress and engage your leads immediately. Learn how to win the first phone call, plus snag scripts you can use right away: Conquer the First Call Like a Boss - Winning Inbound Buyer Leads [Webinar Recording]

Follow Up with the Right People at the Right Time
Learn how to convert more leads in less time: Recommended Smart Lists

Nurture Your Leads the Right Way
Discover how to nurture your leads like a boss and set more successful first appointments: How To Nurture Your Leads - [Webinar Recording]

How We Connect


 (Best full integration) 

Email Parsing

 (Gathers data found in emails only) 


 (Third party) 



Office 365, GSuite, and Gmail users:

Leads will flow into Follow Up Boss automatically. Ensure you have enabled Inbox Lead Processing.

Alternative Setup:

You'll want the "new lead" email alerts sent or forwarded to your Follow Up Boss lead routing email address, which you can find on the Admin>API page here:

You can create an auto-forwarding rule in your email inbox that forwards the "new lead" email alerts from to your Follow Up Boss lead routing email address.

The steps for creating an auto-forwarding rule in Google Mail are below (most email providers have a similar feature):

To forward leads to your Follow Up Boss lead routing email address:

1. In Follow Up Boss, go to the Admin>API page:

2. Copy your Follow Up Boss lead routing email address (the address should end with

3. Go to the Settings page in your Google Mail account

4. In the Settings page, click on the Forwarding and POP/IMAP section.

5. Click "Add a forwarding address":file-4YG8SQAiuO.png

6. Paste your Follow Up Boss lead routing email address (from the Admin>API page:

7. Click Next.


8. Google will ask you to verify the forwarding email address. When it sends the verification message to yourFollow Up Boss lead routing email address, Follow Up Boss will forward the notification to you. You can find the confirmation link in the forwarded message, and you'll want to follow Google's steps in that message to confirm your forwarding email.

9. In your Google Mail inbox, open a recent "new lead" email notification from

10. Click the three dots in the upper-right corner of the message, and choose "Filter messages like this"


11. Click "Create filter"


12. Choose the option to "Forward it to:" and choose your Follow Up Boss lead routing email address, then click "Create filter"


The next time you get a notification email for a lead, it will be automatically forwarded to your Follow Up Boss lead routing email address. That allows our system to parse the email and create the lead automatically for you in Follow Up Boss.