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.

8 articles

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 applies activity and action tags to your contacts and syncs them to Follow Up Boss. Use them to trigger FUB automations and to filter your contacts inside RealScout.

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.