Not only can you connect almost any website to Follow Up Boss, but you can also set up a workflow to help you convert new and existing leads searching on your website. Check out this easy but powerful setup.
Connect your website to Follow Up Boss:
Use an action plan to help convert your new leads:
- Open up your Follow Up Boss account and then click here and select “use automation”
- Go to admin > Lead flow and apply the CU Aggressive New Internet Registration action plan to your website’s lead flow
Follow up with your new and active leads:
- Complete your tasks from the CU Aggressive New Internet Registration action plan
- Check your Recently Active smart list every day to see who you might want to follow-up with. These are people actively searching on your website.