Agent Elite creates real estate websites and marketing solutions. Integrate via email parsing by following the steps below.
Email Parsing Integration
Microsoft 365, GSuite, and Gmail Users
Leads will flow into Follow Up Boss automatically via your Connected Email. Ensure Lead Processing is enabled for FUB to monitor your email inbox for new lead notifications and add them to Follow Up Boss automatically.
Alternative Setup
Have the provider send lead notification emails to your @followupboss.me Lead Email Address.
Note: Auto Forwarding Rules can be created in Gmail to automatically forward new lead notifications to your Follow Up Boss lead routing email address if the lead source doesn't have the option to add an additional email for lead notifications.
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.
Note: 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.