Email Parsing Integration
Office 365, GSuite, and Gmail Users
Leads will flow into Follow Up Boss automatically. Ensure you have enabled Lead Processing. The Request Type (Buyer or Seller) will be added as a tag on the new leads automatically. This tag can be used for Lead Flow Rules.
Have the provider send lead notification emails to your @followupboss.me lead email address.
Note: You can create an auto-forwarding rule/filter that auto-forwards your "new lead" email alerts to your Follow Up Boss lead routing email address to automate this process. For step-by-step instructions, check out Creating Auto Forwarding Rules in Gmail.