FUBScout Step 4: Integration Overview – RealScout × Follow Up Boss
Once connected, Follow Up Boss becomes your source of truth for contacts, while RealScout powers listing alerts, Home Value Alerts, and property engagement. The integration pushes RealScout engagement data back into FUB so you can take action without switching systems constantly.
Start with the Right Mental Model
Follow Up Boss = Contact management + action plans
RealScout = Property search, alerts, and engagement tracking
All contact edits, imports, and ownership changes should be done in Follow Up Boss. Those updates sync into RealScout.
Important: If you edit an email address or reassign a lead, do it in Follow Up Boss. Do not edit ownership separately in both systems.
What Syncs from RealScout Into Follow Up Boss
After integration, you will see RealScout engagement activity directly inside the FUB contact record.
1. Recent Activity (Right Side of Contact)
You can see when a contact:
Saves a property
Views a listing
Views their Home Value Alert dashboard
Views their Market Activity Alert dashboard
This allows you to react without logging into RealScout first.
If you need deeper listing details:
Click the property link
You will be taken into RealScout for full listing data and private remarks
2. Engagement Notes (Center Section)
RealScout creates notes in FUB when:
A client sends a message inside RealScout
A client suggests showing dates
A client views a property multiple times
If a contact views a listing three or more times, a note is created so you can prioritize outreach.
Tip: Third-view activity is often a strong buying signal. Consider triggering an action plan.
3. Custom Fields (Left Side of Contact)
The integration creates RealScout custom fields in FUB.
These can include:
Number of Listing Alerts
Number of Market Activity Alerts
Number of Home Value Alerts
RealScout alert link
The RealScout alert link drops you directly into that contact's alert management page inside RealScout.
Use this to:
Edit search criteria
Add advanced filters
Adjust alert schedules
RealScout Home Value Alert Viewed Tag
When a contact views their Home Value Alert dashboard, RealScout applies a tag in FUB indicating that behavior.
You can:
Build Smart Lists using that tag
Trigger seller follow-up action plans
Identify warm listing opportunities
This is especially valuable for past buyers or homeowner segments.
How Auto Nurture Interacts with FUB
If Auto Nurture is turned on in RealScout:
New buyer leads may automatically receive a Listing Alert
Contacts with an address may receive a Home Value Alert
Engagement behavior can generate activity inside FUB
Example:
A Zillow lead comes into FUB
They viewed a specific property
Auto Nurture is enabled
RealScout may create a Listing Alert automatically
Important: Auto Nurture behavior depends on your configuration. Review your settings before scaling.
Using Smart Lists with RealScout Data
One of the most powerful outcomes of the integration is Smart List filtering.
You can create Smart Lists based on:
Home Value Alert viewed
Number of alerts assigned
RealScout alert link presence
Website last activity
Listing engagement signals
Example Smart Lists:
Sellers who viewed HVA in last 7 days
Buyers with 3+ property views
Contacts with active Listing Alerts
Contacts with zero alerts
Use these Smart Lists to:
Trigger call plans
Assign action plans
Prioritize pipeline
Quick Reference: Where to Look in FUB
Location in FUB | What You'll See |
Right Activity Panel | Listing views, saves, dashboard views |
Center Notes Section | Messages, showing suggestions, high engagement notes |
Left Custom Fields | Alert counts and RealScout alert link |
Tags | HVA viewed and other engagement-based tags |
Best Practice Workflow
Manage all contact edits in Follow Up Boss.
Let RealScout handle alerts and property engagement.
Use Smart Lists in FUB to filter by RealScout behavior.
Take action using FUB action plans.
Use the RealScout alert link when deeper listing edits are needed.
This keeps systems clean and reduces duplication of effort.
Frequently Asked Questions
Should I edit contact information in RealScout?
No. Edit contacts in Follow Up Boss. Those updates sync into RealScout.
Where do I see RealScout activity in FUB?
On the contact record:
Activity panel
Notes section
Custom fields
Tags
What triggers a "Home Value Alert Viewed" tag?
When a contact opens and views their Home Value dashboard.
Can I build Smart Lists using RealScout data?
Yes. Use custom fields, tags, and activity filters to segment contacts based on RealScout engagement.
If I only turn off Auto Nurture, does engagement still happen?
Yes. Engagement data still syncs. Auto Nurture only controls automatic alert creation. If you need to disable or deactivate alerts, use an actionable tag.