Follow Up Boss can automatically pull in your new leads from FastExpert either through your connected Google or Office 365 email or through your Follow Up Boss lead routing email.

To pull in new leads from your connected Google or Office 365 email:

1. Login to Follow Up Boss.

2. Make sure your Google or Office 365 email is connected on your My Settings page: How to connect email to Follow Up Boss

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3. Make sure you have Lead Processing active on your Admin>API page: How to turn on inbox lead processing

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4. Route or forward your "new lead" email alerts from FastExpert to that Google or Office 365 email, and the new leads will be created in Follow Up Boss automatically.

 

To pull in new leads from your Follow Up Boss lead routing email:

1. Login to Follow Up Boss.

2. Copy your lead routing email address (Lead Email Address) from your Admin>API page.

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3. Route or forward your "new lead" email alerts from FastExpert to that lead routing email address, and the new leads will be created in Follow Up Boss automatically.

Note: You can set your FastExpert alternate email to your Follow Up Boss lead routing email address to automate this process. 

 

To set an alternate email in FastExpert:

1. Log in to FastExpert.

2. In FastExpert, click on the drop-down menu in the top-right corner of the screen.Screen_Shot_2019-03-27_at_1.00.15_PM.png

3. Click on the Lead Preference tab in the drop-down menu.Screen_Shot_2019-03-27_at_12.55.39_PM.png

4. At the bottom left of the Lead Preference page, click "Lead Notification."Screen_Shot_2019-03-27_at_12.57.31_PM.png

5. Add your Follow Up Boss lead routing email address to the Additional Email field.Screen_Shot_2019-03-27_at_12.56.23_PM.png

 

6. Click Save.

Once complete, send a test lead through FastExpert with a new unique name and email address to check if it's properly flowing into FUB.

 

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