Follow Up Boss

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Overview

Integrate your Follow Up Boss CRM to work your leads that sign up through your Real Geeks website. There are 2 methods to integrate Follow Up Boss with the Real Geeks platform:

Email Parsing (1-Way Integration)
This method allows you to collect lead contact information from Real Geeks, and automatically send it to Follow Up Boss upon signup.
This method does not send data back to Real Geeks (not a Two-way integration)
 
Two-Way Integration
Automatically sync your lead’s data from Real Geeks to Follow Up Boss. When information is updated in Real Geeks, the data will also be updated in your Follow Up Boss system.

Please Note

The Two-Way integration was built by Follow Up Boss to receive as much information as possible from your Real Geeks system. Lead Assignment data is the only information sent to Real Geeks from Follow Up Boss.

 

Two-Way Integration

Connect your Real Geeks platform to Follow Up Boss with our new 2-way integration! 

This means new lead contact information and website activity in Real Geeks can be synced into FUB for improved visibility. 

Additionally, leads that are assigned to an agent in Real Geeks will be also assigned to that same agent in Follow Up Boss.

Requirements

  • Agents must use the same email in Real Geeks and Follow Up Boss. Learn how to add agents to the Real Geeks CRM.
  • Avoid using the Real Geeks Pond System. Leads that are sent to the Real Geeks Pond means that there will be no assigned agent in FUB. Instead, the lead would be assigned using your FUB Lead Flow rules.  
  • Avoid using the Follow Up Boss Pond System. Leads that are sent to the Follow Up Boss Pond will not be updated in Real Geeks until another agent claims that lead. 


Integrate Real Geeks with Follow Up Boss

  1. In Follow Up Boss, go to Integrations and click Real Geeks.
  2. Choose Connect Real Geeks
  3. Under Connection Details, copy the Account ID number. This ID will be needed later!
  4. Scroll down and click Connect Real Geeks Site
  5. Select your website in the Real Geeks list that appears. 
  6. Scroll down until you find FUB, and click Connect
  7. Enter your Account ID (copied from Step 3) in the Account ID field
  8. Click Save

 

Use Real Geeks' Lead Assignment

  1. Visit your Real Geeks Lead Assignment page.
  2. On an agent-by-agent basis, change the Status to Available

Learn more about Lead Assignment rules here!

 

What Data is Synced? 

The Follow Up Boss integration allows for the transfer of valuable lead data between Real Geeks and Follow Up Boss. The integration is designed to send as much data from Real Geeks to FUB as possible, benefiting agents who plan to work their network within Follow Up Boss.

Followup Boss Receives

  • First + Last Name
  • Phone Number
  • Property Viewed
  • Property Saved
  • Searches Performed
  • Home Valuation Inquiries
  • Email Address
  • Agent Assignment
  • Property Inquiries
  • Properties Shared
  • Searches Saved
  • Tags

 

Real Geeks Receives

Agent Assignment

  •  

 

One-Way Integration 

This integration option will send your Real Geeks information to Follow Up Boss, and keep your data updated. 

Information updated in Follow Up Boss will not be updated in Real Geeks using this method!

 

One Way Integration: Real Geeks → Follow Up Boss

  1. Find your Lead Email Address in Follow Up Boss
  2. Go to the Real Geeks Profile page, located in the Settings.
  3. Enter/Paste the Lead Email Address in the Alternate Emails field.
  4. In the same page, scroll down to My Notification Preferences
    1. Select Custom
    2. Under the Alternate Email column, place a checkmark in: 
      • New Leads
      • Seller Leads Valuation Inquiry
      • Incoming Text Messages from Leads
      • Leads Request a Tour

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This step is required, as these options update your lead information in FUB.

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