Follow Up Boss primarily pulls in lead data via email parsing as most lead providers do not have an available API.
How to Integrate with Follow Up Boss
Two good ways for lead providers directly to our system is to use the leadmetadata.org format which multiple CRMs support or to use our API directly.
For the companies where Follow Up Boss parses the email information, sometimes the email format from the provider will change and needs to be updated in Follow Up Boss (not an issue if they use leadmetadata.org)
When these format changes occur and our parsing is affected, provide us feedback directly in the app.
1. Click View Email
2. Add Email Parsing Feedback > Submit
Note: In the feedback section, add the information that was not added to FUB from the email. For example, if the name is present in the email but not on the profile in Follow Up Boss, include them in the email parsing feedback.