How Agent Elite Connects to Follow Up Boss
Available integration types:
(Best full integration)
(Gathers data found in emails only)
How to setup
NOTE: Skip this if your Gmail or Google Apps account is connected to FUB
1. Get your unique Follow Up Boss email address, e.g. firstname.lastname@example.org.
2. Go to your website admin login page. HTTP://agentelite.com and click "Login" near the top right-hand corner of the page.
3. Once logged in, go to Settings and then under Email and Newsletter, click on Edit Email and Time Settings.
4. Go to Email Alerts and put in your Follow Up Boss lead email address in the fields, like in the screenshot below. Hit Update to save changes.
Test it out
Once you have changed over your Agent Panel Elite email address you can test it out by going to your website and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage.
The fields parsed from Agent Panel Elite are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.