Getting your new leads flowing into Follow Up Boss automatically frees up your time and prevents leads from slipping through the cracks, so you can focus on building relationships and growing your business.
Follow Up Boss can automatically pull in your new leads the moment you get them. There are 3 basic ways Follow Up Boss can capture your leads: Email, API, or the Pixel.
When you get a new lead, there’s usually an email alert that the lead source sends to you with the lead’s information.
With your email connected to Follow Up Boss and lead processing turned on, our system can see when you get a “new lead” email alert and use the information in that email to create a new contact lead automatically.
If you can’t connect your email to Follow Up Boss or don’t have lead processing turned on, you can use your lead routing email address assigned to your account (you can find it here). As long as your “new lead” email notifications get sent or forwarded to one of those email addresses, then we’ll pull in your leads from there.
Quick Start Tip
If you want to see if leads from a lead source can be added to your Follow Up Boss account automatically, try forwarding the lead notification to your connected email or your lead processing email.
Another way leads automatically flow into Follow Up Boss is through our API. This way is only possible if your lead source has a direct integration with Follow Up Boss or you’re using a service like Zapier.
For lead sources that have a direct API integration, you’ll want to give your Follow Up Boss API key to your lead source, and then your lead source will push leads directly into your Follow Up Boss account using that.
The final way is using the Follow Up Boss Pixel – this is for leads you get from your own website. Follow this guide to set up the Pixel: Follow Up Boss Pixel Setup
Once that’s in place, the Pixel automatically sees when leads fill out a form or inquire about properties on your website, and then the Pixel pulls their info into Follow Up Boss as new leads. The Pixel also pulls in your leads’ website activity, like what pages or what properties they’re looking at, so you can see who’s active.
Find a step-by-step guide for your specific lead source here.