/wiki/spaces/XMP/pages/2466152842
Overview
Follow Up Boss is a customer relationship management (CRM) software for real estate agents and brokers. The software helps real estate professionals manage their leads, organize workflows, and streamline their client communication. Follow Up Boss's features include lead capture and distribution, lead nurturing and follow-up, task management, and reporting and analytics. Integrating Follow-Up Boss with the XMP allows you to:
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In the Account sub-menu, click Sign in or Connect a new account. When re-directed, enter the API key that you retrieved from the account’s ingestion set-up in the XMP and click Continue.
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Map Follow Up Boss
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Fields in Zapier
When the Action menu expands, each field from Follow Up Boss needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from Follow Up Boss, then click Continue.
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