BoldTrail (Formerly KVCore)

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  1. Follow Up Boss - Help Center
  2. Integrations
  3. Lead Providers

Becca
  • Updated
Integration Types
API
Email
Zapier
Follow Up Boss Pixel

Leverage the Action Plans and sales tools provided by Follow Up Boss to convert leads into clients. 

 

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.

 

Zapier Integration (optional)

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Send new BoldTrail leads to Follow Up Boss via Zapier. This method can be used to send additional information to FUB (not required). 

 

Follow Up Boss Pixel Integration

Step-by-step instructions to install the Follow Up Boss Pixel on BoldTrail can be found HERE.

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