Pull leads from your Boomtown website into your Follow Up Boss platform for centralized lead management, more streamlined follow-up, and the ability to call leads directly from your CRM without any third-party systems.
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.
1. Log in to your Boomtown account
2. Once logged in, go to My Profile in the upper right-hand corner drop-down menu
3. Scroll down to Personal Info and add your Follow Up Boss Lead Email Address in the box for Additional Emails > click Update Profile
Centralized Lead Assignment
Admins should set up each member of their team to ensure lead assignment is the same for both Follow Up Boss and Boomtown.
1. Select Menu from the top left and navigate to Admin > Users - Agents
3. Scroll down to Personal Info and add your agent Follow Up Boss Lead Email Address in the box for Additional Emails > click Update Profile
Check out the available zaps HERE!