Agent Legend's integration with Follow Up Boss allows for all communication with contacts in Agent Legend to log on to the contact's record in Follow Up Boss.
API Integration
Note: This integration requires the owner's API key. If you are not the owner, connect your API key and then create an email integration to send your leads automatically.
1. Create a Follow Up Boss API Key by going to Admin > API
2. Select Create API Key
3. Name the API Key Agent Legend > Create API Key
4. Press Copy
5. Log in to Agent Legend
6. Click your Profile Icon in the upper-right corner > Settings
7. Select Integrations > Follow Up Boss
8. Paste your Follow Up Boss API Key in the API Key field > Connect
9. Select your desired settings > Update
10. Click Integrations on the left-hand side > New Integration
11. Finally, Create the Integration to send your leads into a campaign of your choice.
1. Select Follow Up Boss as your lead source from the drop-down.
2. Add any Filter Criteria to select for the leads you'd like to target.
3. Select the Agent Legend Campaign to send these leads to.
Note: New leads added to Follow Up Boss will be sent to the selected campaign moving forward.
Resource: Agent Legend Help Center
Important Notes
- Once an email, text, or call is received in Follow Up Boss or a call is manually logged, the Agent Legend campaign will automatically end. You can adjust this by choosing the option Stop my Agent Legend Campaigns when a person responds in Follow Up Boss.
- A campaign and integration must be added into Agent Legend after you connect your Follow Up Boss API for the integration to work successfully.
- When a lead unsubscribes in Agent Legend, a tag will be added to the contact to indicate this in Follow Up Boss.
- The integration will not pull any existing leads from Follow Up Boss. Existing Follow Up Boss leads can be triggered using tags.