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How to connect FollowUpBoss with LeadsBridge

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Integrate FollowUpBoss with LeadsBridge

Follow Up Boss is a real estate lead management system that instantly assigns leads directly to

Follow Up Boss is a real estate lead management system that instantly assigns leads directly to your agents based on the rules and flows you choose and specify, including price, zip code, and round robin distribution.

In this article, you'll learn how to connect your LeadsBridge account with FollowUpBoss.

Connect FollowUpBoss integration

  1. Head over to the left sidebar and click on Integrations
  2. Click on the Add New button
  3. Enter a recognizable name for your integration
  4. Click on the Browse button
  5. Select "FollowUpBoss" from the providers list
  6. Click on the Next button
  7. Enter API Key to connect FollowUpBoss with LeadsBridge
  8. Click on the Finish button

How to get the API Key

The only information to be retrieved from Follow Up Boss is the API KEY.
Log into your FollowUpBoss account: ( OPEN LINK).
Click on the user name and then on 'My Settings'.
Then select 'Send In Leads' from the tabs on the top.
On this page, you will find the API Key to paste inside your LeadsBridge integration.

Which entity concepts we support for FollowUpBoss

  1. Contact

    A contact is an individual's private or personal information by which another person, business, or entity can use to reach the individual. ( Learn more)

Which segmentation concepts we support for FollowUpBoss

With LeadsBridge you may use these segmentation concept for FollowUpBoss.

  1. Tag

    Tags can be used to quickly add extra information to a client record.
    They are useful for data that groups and identifies many contacts across your system. ( Learn more)

  2. Stage

    Stages are the steps of a pipeline that that represent your sales process and keep track of all the deals flowing through your sales team. ( Learn more)
 

Common questions for FollowUpBoss

How do I use Tags with the Follow Up Boss integration?

You may want to create new tags in Follow Up Boss or use the one already created inside your CRM by using the "Tags to use" field inside the integration.
Write your tag name and you're done!

If you have any further questions regarding this matter, or if you need help to set up the connection between FollowUpBoss with LeadsBridge, do not hesitate to get in touch!