Skip to main content

RealScout X Follow Up Boss Master Class

FUB Users Start Here!

16 articles
Follow Up Boss & RealScout Training Videos & Webinars

Learn the best practices for using Follow Up Boss; for Individual FUB account owners, Team Owners and their Team Members with a RealScout Team/Brokerage account, and Enterprise teams.

RealScout x Follow Up Boss Training WebinarsHelpful webinars to help you get success with the RealScout + FUB integration
Step 1 - Account Owners: Setting up the integrationConnect Follow Up Boss to RealScout as an account owner. Generate API key, configure sync settings, import contacts, and set up team integration if you have a RealScout Team account.
Step 2 - Account Owners: Best Practices When Backfilling LeadsLearn how to sync Follow Up Boss contacts to RealScout using backfilling. Proactive tips for contact organizing, using tags for segmentation, setting up Auto Nurture, Home Value Alerts, and how…
Step 3 - Account Owners: If you’re utilizing Ponds on FUB, watch this!Use this to ensure Pond accounts in Follow Up Boss have RealScout seats for proper lead syncing. Learn how to set up Pond users, reassign leads, and manage ownership. (This…
Step 4 - FUBScouts Overview & WorkflowLearn how RealScout and Follow Up Boss sync engagement data, activity tracking, Smart Lists, alerts, and contact management for streamlined workflows.
Step 5 - FUBScouts: Auto Nurture - Supercharge Your RealScout ExperienceConfigure Auto Nurture to automatically create RealScout listing alerts, home value alerts, and market activity campaigns using Follow Up Boss data. Set up tags, exclusions, and default locations to nurture…
Step 6 - Track actions using tags in FUB presented by Elena KeeThis guide explains the six RealScout tags that automatically appear in Follow Up Boss (FUB) when prospects interact with RealScout. Use these tags for FUB automations and tasks so you…
Step 7: FUB Smart Lists for RealScoutCreate Smart Lists in Follow Up Boss using RealScout engagement tags. Organize hand-raising and high-intent activity with automated tag cleanup and workflows.