Have Opcity leads flow into Follow Up Boss for automated distribution to your agents, instant follow-up via action plans, and top-of-the-line Deal tracking through closing.

Follow Up Boss will automatically match the agent assignment from Opcity. If new leads are not going to the correct agent, confirm that the agent's name is the same in Opcity and Follow Up Boss. 

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

Set your Opcity's main email address to your @followupboss.me lead email address for new lead notifications to be parsed into Follow Up Boss. 

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.