How Easy Agent Pro Connects to Follow Up Boss
Available integration types:
(Best full integration)
(Gathers data found in emails only)
Agent Easy Pro will send you leads containing the Name, Email, Phone and address inquired.
*Please note that Easy Agent Pro sends information to Follow Up Boss but Follow Up Boss does not send information to Easy Agent Pro.
How to connect Easy Agent Pro
1. Follow this process after logging into your Easy Agent Pro dashboard:
- In the Paths app, go to API Settings. (This is the icon on the top right with 2 arrows.)
- Click the plus (+) symbol to add a new integration.
- Select Follow Up Boss from the dropdown menu.
- In Follow Up Boss, go to Settings > 3rd Party Integrations and copy your API Key. (If you're not sure how to find your Follow Up Boss API key, see this help article - https://help.followupboss.com/hc/en-us/articles/360014289393-API-Key)
- In Paths, paste the API key from Follow Up Boss.
- Click Save.
Now you can add Follow Up Boss to any Path on your LeadSite.
Here is a short video overview. (Credit to Easy Agent Pro)