Have leads flow into Follow Up Boss from your Commissions Inc. website to centrally manage these leads alongside those from your other lead sources.
Email Parsing Integration
Microsoft 365, GSuite, and Gmail Users
Leads will flow into Follow Up Boss automatically via your Connected Email. Ensure Lead Processing is enabled for FUB to monitor your email inbox for new lead notifications and add them to Follow Up Boss automatically.
- Copy your Follow Up Boss Lead Email Address by going to Admin > API
- Log in to Commissions Inc
- In the top-right corner of CINC, click your name and then click Profile and Settings
- Go to the Advanced section
- Paste your Follow Up Boss lead email address in the Lead Alert CC field
- Click Update
Note: If you have a team of agents, you will want to complete the above steps for each agent while logged in as an admin. This will ensure agent assignment matches between the systems.
Agent profiles can be accessed/managed through the account owner's login under Agents > Manage Agents > Agent Name > Advanced. This setup will make sure leads match assigned agents between CINC and Follow Up Boss.
Zapier provides the ability to map additional information to Follow Up Boss.
- Sync notes and deals between Follow Up Boss and CINC without the need to enter data into multiple systems.
- Trigger targeted action plans in Follow Up Boss when pipeline changes occur in CINC.
- Automatically add tags in Follow Up Boss when labels are applied to leads in CINC.
- Dozens of possible automations!
Follow Up Boss Pixel Integration
- Log In to Follow Up Boss
- Go to Admin > Integrations > Pixel by Follow Up Boss
- Tracking > Copy Code
- Enable form capture and creating new leads in FUB
- Email the Pixel code to firstname.lastname@example.org for installation.
Note: There may be a delay of a couple of days before the Pixel becomes active.