Capture leads via email using our Short, Full or Advanced email parser format.
Note:
- This format involves editing the email notifications your software sends (not how your form looks or works on the front end of your website).
- If you're not able to edit the form your software sends, consider using a third-party platform like Zapier.
- Here's a list of all the ways to connect your website to Follow Up Boss: Integrating Your Own Website
How to Use the Follow Up Boss Email Parser
- Send leads to your Follow Up Boss Lead Routing Email
- Choose the best fit format from the list below.
- Format the notification email to match the format you choose. Remember to leave unneeded fields blank; do NOT delete the field from the template.
Helpful Information
- The notification email must contain all the fields in the format you choose. Simply leave fields you don't need blank; DO NOT delete them from the notification email or the parser won't recognize the format and process your lead.
- The only required field is Email Address.
- You may choose any Subject for the email. The Subject will be displayed in Follow Up Boss, but won't be used by the parser.
- The "New lead activity notification" must be included at the top of the lead email body to create a new lead as a General Inquiry instead of a note.
Email Parser Formats Available
Short Format
New lead activity notification
Name:
Email: email.only@gmail.com
Phone:
Note the subject line is not important for parsing but will be displayed in Follow Up Boss.
Full Format
New lead activity notification
Name: John Smith
Email: john@gmail.com
Phone: (432) 523-1234
Price: $135,000
Source: My Awesome Website
Notes:
Some notes go here
Advanced Format
The advanced email parser includes the most details, including property inquiry information and tags. For your convenience, a blank version of the advanced format is found on the last two pages of the linked document.