If you are going to be using Follow Up Boss with Ylopo, this guide will help you get started. Below you will find setup steps, recommended settings and workflows, and useful training/resources.
Setting up the Integration
If you are new to Follow Up Boss and Ylopo
- Follow Up Boss will import leads for your old CRM (or you can use our import tool).
- Ylopo will set up the API integration to Follow Up Boss. They will also send over some test leads to set up Lead Flow rules and add Ylopo smart lists and action plans.
- Ylopo will import your leads by adding a tag in Follow Up Boss (ie Y_IMPORT) or via CSV.
- If you have a CSV of saved searches from your old CRM, Ylopo can import those to set those searches back up for you.
- Ylopo will add Stars links to your leads in Follow Up Boss.
- Your account will be set up with stages and smart lists that work best with Ylopo + Follow Up Boss. These were created with Barry Jenkins, Gabe Cordova, the Ylopo team, and the Follow Up Boss team to set you up for success. We highly recommend starting with these stages and smart lists!
If you are new to Follow Up Boss but were already using Ylopo
- Import the leads to Follow Up Boss from your old CRM
- Have Ylopo switch the integration to sync with Follow Up Boss and add Ylopo Stars links.
If you are NOT new to Follow Up Boss but are adding Ylopo
- Ylopo will set up the API integration to Follow Up Boss. They will also send over some test leads to set up Lead Flow rules and add Ylopo smart lists and action plans.
- Ylopo will import your leads by adding a tag in Follow Up Boss (ie Y_IMPORT) or via CSV.
- Ylopo will add Stars links to your leads in Follow Up Boss
Ylopo Settings to Customize
Ylopo has quite a few settings that can be customized to make Follow Up Boss and Ylopo work better together.
- Raiya's name - You can choose how Raiya refers to itself, like {agent name}'s assistant, Assistant for {team name}. You can connect with Ylopo to have them set that up.
- Raiya's callback number - We recommend using this Company Number in FUB as Raiya's callback number. That way we can smart-route calls back to their agent.
- Auto-import of leads - Ylopo can automatically import leads based on Source. For example, all Zillow leads or all Referral leads can be automatically added to Stars. Reach out to Ylopo to set that up.
- Auto-opt-out - Ylopo can automatically stop texting leads in certain Stages, so if you want to make sure none of your Hot Prospects get Raiya messages, Ylopo can set that up for you.
- Phone number for listing alerts - By default, Ylopo will use the agent's personal cell number in the signature of listing alerts. You can reach out to them and ask them to use their Follow Up Boss Calling number instead. That way calls/texts will stay in Follow Up Boss.
- Auto-assignment from agent subdomains - Ylopo Support can set up your account so that leads from an agent's subdomain are auto-assigned to the corresponding agent in Follow Up Boss. No changes are needed in the Lead Flow rules in Follow Up Boss for this because Ylopo will send the assignment through the API.
Additional Recommended Setup
- Complete FUB Business Registration
- In Ylopo, we recommend you make Raiya's callback number the same as your Company Number in Follow Up Boss.
- Add the Follow Up Boss Pixel to your Ylopo sites. We recommend turning on our Call To Action so agents have a branded CTA and calls come through Follow Up Boss.
- Enable the Ylopo AI Embedded App and the Inbox App for Ylopo!
- If you have Calling in Follow Up Boss (aka the Follow Up Boss dialer), we recommend you have Ylopo use your dialer numbers on push listings.
- Here are recommended automations: Barry's Automations
Ylopo + Follow Up Boss Training