Set Up:

NOTE: Skip this if your Gmail or Google Apps account is connected to FUB

  1. Get your unique Follow Up Boss email address
  2. Go to your website admin login page.  http://clients.smartzip.com/signin
  3. Once logged in, click on your Profile Picture and then Account Settings.  
  4. Next, click Add next to secondary email; paste in your @followupboss.me email address and ensure that the Send Notifications checkbox is checked.

Test it out

Once your request to have the email changed over,  you can test it out by going to your website and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage. 

 

Notes 

The fields parsed from SmartZip are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.  
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