Follow Up Boss helps real estate professionals manage lead conversion and sales follow-ups. Using Agent Legend and Follow Up Boss together allows you to interact with and track leads at the speed and volume required in today’s market, without sacrificing authenticity and focus. This Follow Up Boss integration will increase your efficiency and enable you to deliver an unparalleled experience to all of your clients.
Follow Up Boss Integration Uses and Benefits
- Import new leads from Follow Up Boss directly into your already existing Agent Legend campaigns
- Stop your Agent Legend campaigns when a person responds in Follow Up Boss to easily avoid a duplicate follow-up
- Add notes to people in Follow Up Boss every time there is a communication in Agent Legend to increase follow-up efficiency
- Pause your Follow Up Boss Action Plans when a prospect responds in Agent Legend to easily avoid a duplicate follow-up
How to Integrate Follow Up Boss
- Go into your Follow Up Boss account and copy your API key from the Admin tab.
- Go back to your Agent Legend account and select Integration Settings, which will appear when you click on the profile icon in the upper right hand corner of the screen.
- On the page that appears, scroll down until you see the gray box titled Follow Up Boss. Paste your API key there.
- Select the first and last three boxes that appear below the API key. Then select the orange Update Follow Up Boss Settings button.
- Scroll back up on the page and click on the Integrations tab. This is located towards the top of the page on the left hand side of the screen.
- Select the orange New Integration button at the top right of the screen.
- Select Follow Up Boss underneath the Lead Source section.
- Select CRM directly below that.
- Fill out the CRM Filter box based on your personal preferences. Just be sure that this criteria matches leads at the time they are created–not after.
- In the same box, select the campaign you want those leads to be directed into.
- To finish select the orange Create Integration button. You’re done!
Extra Support
You can view and manage all of your existing integrations in the integrations tab located on the left side of the screen.
This video walks you through the Follow Up Boss integration process.