Connect your KW account to Follow Up Boss for automated lead distribution and engagement. 

Note: Rainmaker accounts can sync transactions to KW Command with API Nation. Here is how: KW Command Rainmaker + API Nation.

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.

Alternative Setup

Have the provider send lead notification emails to your @followupboss.me lead email address. 

Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have an option to add an additional email for lead notifications. 

Edge

We do not recommend linking eEdge to Follow Up Boss, as only limited information is sent from eEdge (usually the name of the lead and a link to the contact in the e-edge system). If you link the systems, you will still need to login to the eEdge system to retrieve most information.