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.
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.
Note: Agent names in Follow Up Boss need to be an exact match to the agent names in Opcity for contacts to be assigned to the correct agent automatically.
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 an option to add an additional email for lead notifications.