Your HomeStack powered app integrates directly with your FUB CRM. Once clients register for your app, they will automatically be sent into your Follow Up Boss database. The lead information will be provided, including name, phone number, and email address. They will automatically be checked against your Follow Up Boss database, and if no current records exist, we will create one, alleviating the fear of duplicated contacts.
This can be connected from a Super Admin/Team Lead level for your entire team or on an individual agent basis.
The integration now supports several data points from app usage to be logged as activity in your FUB contact record. These include showing requests, viewed properties, favorited properties, notes on properties and saved searches.
1. Create a Follow Up Boss API Key by going to Admin > API.
2. Select Create API Key.
3. Name the API Key ___ > Create API Key.
4. Press Copy.
5. Log in to HomeStack.
6. Go to your Integrations Tab.
7. Select Follow Up Boss from the dropdown box in the CRM Integration section.
8. Paste your Follow Up Boss API key into the box.
9. Click Update.
Example of activity log:
If I have a team, does each person need to set up their integration?
No, if you are the admin of your FUB account, you only need to update the API key from your HomeStack dashboard under your super admin account and it will turn it on automatically for everyone on the team.
If a HomeStack contact is assigned to a specific agent, will that reflect in FUB? Yes, the integration will carry over the agent information and ensure it’s assigned accordingly.
The lead isn’t assigned properly. What do I do?
Make sure that the email your using in both systems is the same.
Keep in mind - If you have agent seats in your HomeStack dashboard that do not exist in your FUB dashboard, the lead will not be sent over.
If I reassign the lead on the FUB side, will it reflect in my HomeStack Dashboard?
Yes, the agent assignment works both ways so the assigned agent will reflect in both systems.