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How to connect FollowUpBoss with NationBuilder
FollowUpBoss / NationBuilder
Documentation

Connect FollowUpBoss to NationBuilder with LeadsBridge

FollowUpBoss » NationBuilder

In this article, you'll learn how to set up the bridge and connect FollowUpBoss to NationBuilder 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 NationBuilder destination

  1. Type in the integration's name in the dedicated field
  2. Enter Sub Domain to connect NationBuilder with LeadsBridge
  3. The SubDomain is the first portion of your NationBuilder URL.
    You can find your SubDomain in your nation’s URL, for example, the subdomain of "myorganization.nationbuilder.com" is "myorganization".
    If you are using a correctly configured custom domain, the SubDomain is only visible on the login page, and when you are logged into the control panel.
  4. Select the segmentation concept you'd like to use from the dropdown
  5. Click on the Authorize button
  6. Login to the account you'd like to use
  7. Allow LeadsBridge to access your NationBuilder information
  8. You'll see the blue info success message at the top right of your screen
  9. Click on the Next button
  10. You'll now be able to select the destination segment to send your leads to
  11. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  12. 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 NationBuilder with LeadsBridge, do not hesitate to contact our Support!