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Becca
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Once clients register for your app, they will automatically be sent into your Follow Up Boss database. Within FUB, you can set up automated property alerts, send push notifications, and view your lead’s recent app activity all in one place.

 

 

API Integration

The integration can be completed by a Super Admin/Team Lead level for your entire team or on an individual agent basis.

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

2. Select Create API Key 

3. Name the API Key HomeStack > Create API Key

4. Press Copy 

5. Log In to HomeStack

6. Navigate to Integrations 

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7. Within the CRM Integration section, select Follow Up Boss from the dropdown box 

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8. Within the API key section, paste your FUB API Key

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9. Update

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10. Navigate back to Follow Up Boss and go to Admin > Integrations 

11. Select HomeStack

12. Enable

13. Navigate to a Lead Profile to see HomeStack in action! 

Image 2023-12-26 at 2.40.21 PM.jpgScreen Recording 2023-12-26 at 02.50.34 PM.gif

 

FAQs 

What lead activity from HomeStack can I see in FUB?
Showing requests, viewed properties, favorited properties, notes on properties and saved searches will be displayed on the Lead Profile within FUB. 
If I have a team, does each person need to set up their integration?
No, if you are the admin of your FUB account, you only need to update the API key from your HomeStack dashboard under your super admin account and it will turn it on automatically for everyone on the team.
If a HomeStack contact is assigned to a specific agent, will that reflect in FUB?

Yes, the integration will carry over the agent information and ensure it’s assigned accordingly.

The lead isn’t assigned properly. What do I do?

Make sure that the email you're using in both systems is the same. Keep in mind - If you have agent seats in your HomeStack dashboard that do not exist in your FUB dashboard, the lead will not be sent over.

If I reassign the lead on the FUB side, will it reflect in my HomeStack Dashboard?

Yes, the agent assignment works both ways so the assigned agent will reflect in both systems.

 

 

Information provided by HomeSlack.

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