RealScout X Follow Up Boss Master Class
FUB Users Start Here!
15 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 WebinarsAccess live and on-demand RealScout training webinars for the Follow Up Boss integration. Covers the full setup workflow, database nurture strategy, and advanced features including Smart Lists, tags, and listing…
- 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 a streamlined workflow.
- Auto Nurture with Follow Up BossConfigure Auto Nurture to create Listing Alerts, Home Value Alerts, and Market Activity Alerts from Follow Up Boss contact data. Covers the four nurture scenarios, setup steps, tag-based include/exclude rules,…
- Using Tags in Follow Up Boss to Act on RealScout ActivityRealScout automatically applies engagement tags to Follow Up Boss contacts when they take action on a listing, alert, or message. Use these six tags to trigger FUB automations and tasks…
- FUB Smart Lists for RealScoutCreate Smart Lists in Follow Up Boss using RealScout engagement tags to surface high-intent and hand-raising contacts automatically. Covers list setup, automated tag cleanup, location segmentation, and recommended list structure.
Frequently Asked Questions
RealScout's FAQ for → FUB
- Which Tags Does RealScout Use with Follow Up Boss?RealScout automatically adds tags to Follow Up Boss contacts for engagement signals, email delivery issues, and spam reports. Learn which tags are applied, what each means, and how to use…
- FAQ - How to enable FUB Inbox for your agents (Account Owners)Enable RealScout Inbox integration with Follow Up Boss. Account owners activate inbox settings in RealScout, agents select RealScout in Follow Up Boss to reply to client messages directly within Follow…
- FAQ: Using RealScout to generate leads? TURN ON the required OPT IN language HEREHow to confirm the TCR text message notice on your RealScout lead sign-up form, what it shows your leads, and how it differs from TCPA.
- FAQ: Dynamic Impersonation for Managers/ISAsManagers and ISAs can impersonate agent accounts in RealScout and Follow Up Boss for lead management, troubleshooting, and collaboration. Learn how to access RealScout Alerts Links, use Manager Tools, and…
- RealScout Email Templates That Work7 Ready-to-Use Automations for Follow Up Boss Power Users
Continued learning with RealScout: Follow Up Boss
Recommendations and tips on how to customize your RealScout Automations
- Continued Learning - Kee Technology Presents: 4 Tools to use with FUB x RealScout
- Continued Learning: Automating RealScout Features with Tags & Follow Up Boss IntegrationUse tags to automate Listing Alert and Market Activity Alert Template assignment in RealScout through Follow Up Boss. Covers Template creation, tag naming conventions, bulk tag management, and troubleshooting tag-based…