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Connect Follow Up Boss to Your Real Geeks CRM

Connecting Follow Up Boss with Real Geeks allows you to manage and follow up with your website leads in one centralized lead manager while still using your Real Geeks website to generate and track activity.

This integration helps ensure new leads, property activity, and agent assignments flow correctly between systems so nothing falls through the cracks as your business scales.

There are two ways to connect Follow Up Boss with the Real Geeks platform:

  • Two-Way Integration: Sync lead details, activity, and agent assignments between both systems

  • One-Way Integration: Send new leads from Real Geeks into Follow Up Boss only

Need to Know

  • There are two methods of integrating with Follow Up Boss with Real Geeks:

    • 2-Way Integration: Keeps lead information updated in both systems

    • 1-Way Integration: Send leads from Real Geeks to Follow Up Boss only

  • Only the account owner can complete the 2-way integration setup process.

  • Agent email addresses must match in both systems for assignments to sync correctly

Table of Contents


How to Set Up the Two-Way Integration

This option is best for teams that want to work leads inside Follow Up Boss while keeping lead assignments updated in Real Geeks.

When a lead is created and assigned to an agent in Real Geeks, the lead's contact information, website activity and lead assignment will sync into Follow Up Boss. 

⚠️ Before you connect

There are some details to be aware of when setting up the 2-Way integration:

  • Only the site owner/administrator in Follow up Boss can set up this integration

  • Agents need to use the same login email in Real Geeks and Follow Up Boss in order to for the integration to work properly

  • Do not install the Follow Up Boss Pixel if you are using the 2-Way Integration with Real Geeks. It interferes with the connection and leads may not update properly.

  • Do not use the Real Geeks Pond system when connected with Follow Up Boss. Leads in the Pond are not assigned to an agent, and will not send the lead information to Follow Up Boss

Step-by-Step Instructions

  1. In Follow Up Boss, go to the Real Geeks Integration page (Admin > Integrations and click Real Geeks)
  2. Click Connect Real Geeks

    fub-rg-integration-setup
  3. Under Connection Details, copy your Follow Up Boss Account ID

    fub-rg-account-id
  4. Scroll down and click Connect Real Geeks Site
  5. Select your Real Geeks website from the provided list
  6. Scroll down to Follow Up Boss and click Connect

    crm-fub-integration-connect
  7. Paste your Follow Up Boss Account ID into the Account ID field in Real Geeks
  8. Click Save

A green checkmark will appear on the Real Geeks integration card in Follow Up Boss to signal a successful connection. 

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Lead Assignment & Action Plans

You can control lead assignment using either Follow Up Boss or Real Geeks. Your choice determines where lead distribution rules are managed.

Option 1: Use Follow Up Boss Lead Flow (Recommended)

This method uses Follow Up Boss' lead distribution rules to dictate who the lead is assigned to directly in Follow Up Boss. This is the recommended method so all of your lead assignment and management rules are all in one place.

To use this option:

  1. Go to the  Lead Flow Settings page in Follow Up Boss
  2. Establish your lead distribution rules (learn more in follow up boss' documentation)
  3. In Real Geeks, go to the CRM Customize settings page
  4. Next to each source, click Edit and set the Lead Assignment to "None"

    crm-customize-lead-assignment-none

When an existing lead is active on your site again and Real Geeks' rules are set to N/A, the lead will stay assigned to the same agent.

Option 2: Use Real Geeks Lead Assignment 

This method allows the Real Geeks Lead Assignment to dictate the agent the lead is assigned to. Follow Up Boss will then match the agent assignment. Note: Agents must use the same email address in both systems for assignments to sync. 

To use this option:

  1. Go to the Real Geeks Lead Assignment page
  2. Set your agents as Available or Unavailable

Learn more about Real Geeks lead assignment here

Want a deeper breakdown of how Real Geeks lead assignment works? Check out this quick guide: https://support.realgeeks.com/lead-assignment

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What Gets Sent to Follow Up Boss?

This section explains what data moves between systems once connected.

Follow Up Boss receives:

  • Contact information: First name, last name, phone number, and email addres
  • Property activity: Properties viewed, saved, shared, and inquiries
  • Search activity: Searches performed and saved
  • Home valuation inquiries
  • Lead assignment: Reassigning a lead in Follow Up Boss will update the assignment in Real Geeks and vice versa (agents must use the same login email in both systems)
  • Property search tags: Property search tags sync, but custom tags added in the Real Geeks CRM do not
  • Real Geeks source: Added automatically as a tag in Follow Up Boss

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How to Set Up the One-Way Integration

The one-way integration sends new leads from Real Geeks into Follow Up Boss using email parsing. Email parsing takes key details from your lead notification emails and uses that information to automatically create a new lead in Follow Up Boss. 

Step-by-Step Instructions

  1. In Follow Up Boss, go to the API settings page and copy the Lead Email Address
  2. Go to the Real Geeks Notification Settings page 
  3. Paste the Follow Up Boss Lead Email Address into the Alternate Emails field
  4. Under My Notification Preferences, click Custom
  5. Enable notifications for New Leads, Valuation Inquiries, Incoming Text Messages, and Tour Requests


Changes in the Real Geeks notifications page will update automatically. 

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Best Practices

  • Use the two-way integration for teams that rely on shared lead assignment rules
  • Keep agent email addresses consistent across systems
  • Test lead flow with a sample registration after setup

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Troubleshooting

  • No agent assignment: Confirm the assigned agent’s email address is exactly the same in both Real Geeks and Follow Up Boss so assignments can sync correctly.
  • Duplicate leads: If you’re using the two-way integration, make sure the Follow Up Boss Pixel is not installed on your Real Geeks site, as this can cause duplicate leads and conflicting activity.
  • Missing activity: Open the Integrations section in Follow Up Boss and verify that the Real Geeks integration shows a green checkmark. If it doesn’t, reconnect the integration so property and search activity can resume syncing.

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Frequently Asked Questions

Can I connect multiple Real Geeks sites with the two-way integration?
No. Only one Real Geeks site can use the two-way integration. Additional sites must use the one-way option.

Do marketing emails still send from the correct agent?
Yes. Agent assignments stay synced so emails send from the assigned agent automatically.

What should I do if the Follow Up Boss integration disconnects?
If the integration disconnects, remove the existing connection and reconnect it using the two-way setup steps. Once reconnected, syncing will resume automatically.

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Need Help?

  • Call us at 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
  • Email support@realgeeks.com
  • Visit Real Geeks University for free video courses
  • Join the Real Geeks Mastermind on Facebook for peer tips and best practices

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