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How to connect FollowUpBoss with Email Grabber
FollowUpBoss / Email Grabber
Documentation

Connect FollowUpBoss to Email Grabber with LeadsBridge

FollowUpBoss » Email Grabber

In this article, you'll learn how to set up the bridge and connect FollowUpBoss to Email Grabber using LeadsBridge.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 2: Setup your FollowUpBoss source

  1. Type in the name you'd like to call your integration
  2. Enter API Key to connect your FollowUpBoss with LeadsBridge
  3. 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'.
  4. Then select 'Send In Leads' from the tabs on the top.
  5. On this page, you will find the API Key to paste inside your LeadsBridge integration.
  6. Select the segment you'd like to use as the source for your leads
  7. Click on the Next button

Step 3: Setup your Email Grabber destination

  1. Type in the integration's name in the dedicated field
  2. Enter From, To Receivers and Subject to connect Email Grabber with LeadsBridge
  3. The Email Grabber allows you to customize the email template and it's generally used for systems that require specifics email format to process leads correctly.
    • From: enter the sender's email address.
    • To Receivers: one or more email addresses where you need to send the email to.
    • Subject: the subject of the email.
    A default "Body Content" sample will be provided, but you may customize it later in both format and fields.
  4. Click on the Next button
  5. You'll now be able to select the destination segment to send your leads to
  6. Click on the Next button

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.

If you have any other questions, or need help to configure your bridge from FollowUpBoss to Email Grabber with LeadsBridge, do not hesitate to contact our Support!