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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Create a name for the connection (can be any name as this does not link back to Zapier), then enter the Access token retrieved from your monday.com accountAPI key information. Click outside of the text boxes to allow the system to validate the credentials.
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In the Trigger sub-menu, select the following options from the expandable menus, then click Continue.
Pipeline Name: the pipeline the transactions are coming from in Follow Up Boss.
Stage name: the stage at which the transaction should be triggered for ingestion into the XMP.
Important: Our default configuration only supports one stage name. If you have campaigns that need to support additional stages please contact us.
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Test the trigger fields by clicking the purple Test button to ensure all the data flows properly from Follow Up Boss to Zapier. When the Test data is displayed, ensure it is correct, then click Continue with the selected record.
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When the fields have all been mapped, test that data is pulling into all of the places it should be.
Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.
Once the Zap is enabled, data will be pulled in from Follow Up Boss and into Experience.com for transaction ingestion. Because of the API connection within the integration, data is transferred more often than on a daily basis. Transactions will typically be processed within hours of the status update.
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