Goal

Have your Dave Ramsey leads flow into Follow Up Boss for easy automated follow-up and deal tracking.

Popular Ways to Use the Integration

Follow Up Faster Than Competing Agents

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Immediately engage with leads upon acceptance. Follow Up Boss will instantly send text messages and emails to your leads without you needing to take any additional action.

Connect with Leads on the Phone

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Have a list of leads that you need to call? Autodial and connect with just a couple of clicks!

Manage Your Leads on the Go

An agent is never tied to one location. Our iPhone and Android apps put your leads in your pocket. Get updates, make notes, and keep track of appointments on the go.

How Dave Ramsey Connects to Follow Up Boss

Available integration types:

API

 (Best full integration) 

Email Parsing

 (Gathers data found in emails only) 

Zapier

 (Third-party) 

   

Setup

1. Copy your Follow Up Boss lead routing email address.

2. Login to Dave Ramsey here: https://elp.daveramsey.com/admin/

3. In Dave Ramsey, click Account, then click Account Profile.

4. Scroll down to Third Party CRM Information and select Follow Up Boss.

5. Paste your Follow Up Boss lead routing email address (from step 1 above).

6. Click Save.

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Note: When you receive a Dave Ramsey lead you will still need to click the link in the Dave Ramsey email to get the lead information which will then be sent to Follow Up Boss:

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About Dave Ramsey Leads

Dave Ramsey provides his viewers/listeners with recommended real estate agents in most areas across the US. When one of those consumers requests to connect with one of those partner agents, the lead is sent through to that partner agent and pulled into Follow Up Boss automatically.

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