Follow Up Boss can automatically pull in your new leads from IDX Broker either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email.

To pull in new leads from your connected Google or Office 365 email:

1. Login to Follow Up Boss.

2. Make sure your Google or Office 365 email is connected on your My Settings page: How to connect email to Follow Up Boss

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3. Make sure you have Lead Processing active on your Admin>API page: How to turn on inbox lead processing

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4. Route or forward your "new lead" email alerts from IDX Broker to that Google or Office 365 email, and the new leads will be created in Follow Up Boss automatically.

 

To pull in new leads from your Follow Up Boss lead routing email:

1. Login to Follow Up Boss.

2. Copy your lead routing email address (Lead Email Address) from your Admin>API page.

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3. Route or forward your "new lead" email alerts from IDX Broker to that lead routing email address, and the new leads will be created in Follow Up Boss automatically.

Note: You can set your IDX Broker alternate email to your Follow Up Boss lead routing email address to automate this process. 

 

To set an alternate email in IDX Broker:

1. Log in to IDX Broker.

2. In IDX Broker, click Preferences > Global Preferences > Email Settings.file-hULkz3R7MP.png

3. Under Recipient, input your connected Google or Office 365 email (if you have inbox lead processing active) or your Follow Up Boss lead routing email address in the "Contact CC/BCC Address" field.file-zcRgNe3FE2.png

Note: IDX Broker also provides a help guide on how to set an alternate email here.

 

To send leads from IDX Broker to Follow Up Boss using Zapier:

IDX Broker provides a help guide here on how to use Zapier to connect IDX Broker and third party CRMs like Follow Up Boss.

 

FAQ

How do I make the assigned agent in IDX Broker match the assigned agent in Follow Up Boss for new leads?

  • In the IDX Broker settings, each agent should have their own Follow Up Boss lead routing email address entered as their email address in IDX Broker in order to assign their new leads to them in Follow Up Boss.
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