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 an option to add an additional email for lead notifications.

1. Copy your Follow Up Boss Lead Email Address by going to Admin > API

2. Log in to your Point2 account

3. Select the Name of your Account on the panel on the left-hand side 

4. Edit Profile > Click the Profile tab

5. Add your @followupboss.me lead email address > Save 

Resource: Point2 Help Article