RealScout (Zapier Integration)

How RealScout Connects to Follow Up Boss

Available integration types:

API

 (Best full integration) 

Email Parsing

 (Gathers data found in emails only) 

Zapier

 (Third-party) 

    ✓ 

RealScout connects to Follow Up Boss by using Zapier, allowing you to get data into/out of your RealScout account.

In order to use the RealScout Zap, you will need to have your RealScout API key handy. In order to obtain this, you will need to navigate to https://www.realscout.com/agent/marketing/integrations in RealScout.

Step-By-Step Instructions on Setting Up your RealScout to Follow Up Boss Zap

  1. Login or create a free account at  Zapier.com
  2. Click Make a New Zap.
  3. In the "What apps do you want to connect today?" section, set your fields as shown below:Screen_Shot_2020-02-29_at_1.40.03_PM.png
  4. Click the blue, "Use Zap" button.
  5. Step 1. of your Zap should look like the following:Screen_Shot_2020-02-29_at_1.59.41_PM.png
  6. Next, click where it says, Choose Account. From there, you'll get a pop-up window asking for your RealScout API key.
  7. The last step of the RealScout portion will allow you to find data and a test lead.
  8. From there, click, Done Editing.
  9. In Step 2. of your Zap is where we will configure the Follow Up Boss portion. Make sure that the first portion is set to, "New Inquiry or Website Event" in the "Choose App & Event" section:Screen_Shot_2020-02-29_at_2.02.45_PM.png
  10. After clicking, "Continue" you'll be asked to sign in to your Follow Up Boss account. After signing in, click Continue.
  11. Set the Event Type to "Registration" and proceed with filling in the template using the dropdowns to the right of each field: Screen_Shot_2020-02-29_at_2.07.38_PM.png
  12. Choose to continue to send a test to Follow Up Boss. Confirm that your test made it through to Follow Up Boss and then turn on the Zap.

 

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