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

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

 

To set your email notification settings in BoldLeads:

1. Log in to BoldLeads.

2. Click Settings, then click "Email Routing Settings."

3. Add your connected Google email or Follow Up Boss lead routing email address to the field below:file-GhhZkvJyHO.png

 

4. Click "Save."

You can send a test lead through on your website with a new unique name and email address to check if it's properly flowing into FUB.

 

If you have landing pages with BoldLeads, make sure to add your connected Google email or your Follow Up Boss lead routing email address to each of your landing pages. To do that:

1. Login to BoldLeads.

2. Click "Landing Pages" at the top.

3. Click the "Edit" icon next to the landing page of your choice.

4. Add your Google email or Follow Up Boss lead routing email address to the field below:

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5. Click "Update Landing Page" at the bottom of the screen.

 

Troubleshooting

If leads aren't being marked as Seller from BoldLeads check under Landing Pages > Edit > Lead Notifications that the HTML option is selected instead of the Plain Text option. HTML should be selected for each landing page.

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