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Becca
  • Updated

To optimize your workflow the Inbox App syncs CallAction communication to the  Follow Up Boss inbox. View text messages and phone calls right within FUB, with an auto-closing design, to help you achieve inbox zero. 

 

How it Works

CallAction communication will appear within the Follow Up Boss Inbox for a seamless workflow. After responding to CallAction communication, it is automatically closed to help you achieve inbox zero. If the lead responds again, the communication will reappear in the inbox. 

Text Messages

To expose the CallAction communication, go to Inbox > Filter > CallAction. 

FUB-Inbox-App-Call-Action.png

Phone Calls

CallAction calls will appear in the FUB inbox. To view these calls, go to Inbox > Filters > Calls. 

follow-up-boss-inbox-app-incoming-call-from-Call-Action.png

 

How to Integrate 

Step 1: Complete API Integration

Note: The API integration must be completed by the owner of the account.

1. Create a Follow Up Boss API Key by going to Admin > API

2. Select Create API Key 

3. Name the API Key CallAction > Create API Key

4. Press Copy 

5. Log In to CallAction

6. Click Profile at the top right > Integrations

7. Select Follow Up Boss

8. Paste your Follow Up Boss API Key ca2.png

9. If you are the only user, turn on Collect All

10. Save All Changes

11. Go to each of your Phone Numbers in CallAction

12. Click Manage > Call Settings 

13. Scroll down to Follow Up Boss and turn ON (this can be done for each number individually)

ca3.png

14. Save All Changes

Step 2: Embed CallAction in Follow Up Boss

Assign text drip campaigns and send text messages directly within the Follow Up Boss CRM interface by activating the FUB embedded CallAction app.  

1. Go to Admin > Integrations

2. Scroll down to Embedded Apps

3. Select CallAction

4. Click Enable

Done! Go to a lead profile or the inbox to see the app in the right-hand sidebar. Watch this webinar to see the embedded app in action! 

Tip: Check out How to Use the CallAction Follow Up Boss Inbox App.

 

Team Accounts

If you have a Team account, then each team member must log in to their own individual CallAction accounts and follow the steps above to integrate their individual Follow Up Boss API Key.

 

FAQs 

Will "text for info" generated leads appear in the FUB inbox?
Yes! All "text for info" generated leads from sign riders, direct mail, or open houses will appear in the FUB Inbox.
What data does CallAction send to Follow Up Boss?
  • Every inbound lead call, text, or email via CallAction automatically syncs into FUB
  • Every outbound text or call is logged. Call recording transcriptions are synced
  • Full lead intelligence from CallAction is inputted into your FUB notes
  • Tags from your CallAction campaign: CallAction tracking number, campaign name, origin (call, text, email), CallAction user name... all passed as FUB tags, allowing for email automation to be assigned to fire off "lead flow" & "action plans"
  • Text Tool leads synced with history of request (what "key" sent in & outbound "response")
  • Notes saved in CallAction synced over
  • Lead Router / Call Broadcast synced w/ notes on team member lead assignment
  • Inbound call length & duration times saved
  • Holiday text campaign outbound text & inbound responses logged
  • All future updates will also be pushed into FUB
How do I use Ylopo and CallAction?

How to Follow Up with Ylopo YPriority Leads with Follow Up Boss and CallAction

How to Follow Up with Ylopo Returned Leads in Follow Up Boss with CallAction

Learn more about using this integration from CallAction here.  Questions? Reach out to CallAction at help.callaction.co.   

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