Follow Up Boss can automatically pull in your new leads from AgentLocator 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 AgentLocator 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 AgentLocator to that lead routing email address, and the new leads will be created in Follow Up Boss automatically.

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

 

To set an alternate email in AgentLocator:

1. Log in to AgentLocator.

2. Go to the Settings tab in AgentLocator, then click User Accounts:

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3. Under Action, click Edit.

4. In the "CC Email for New Lead Alerts" field, paste your Follow Up Boss lead routing email address:
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5. Click Save.

Once complete, send a test lead through AgentLocator with a new unique name and email address to check if it's properly flowing into FUB.

 

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