Connecting your Follow Up Boss to RealScout - Individual Account Owner
Follow Up Boss (Follow Up Boss) is an agent level integration that allows the account owner in Follow Up Boss to connect their account to their RealScout agent account.
In order to connect RealScout to Follow Up Boss, the account owner needs to log into followupboss.com and navigate to Admin → API. Here you’ll need to generate an API key and save it.
1 - Go to followupboss.com/2/api
2 - Click API and create API Key:
Creating an API key
Once the API key is created, sign into yourRealScout account and navigate to www.realscout.com/agent/marketing/integrations. Enter in your API key and click Connect:
Enable your RealScout <> Follow Up Boss integration in order to:
- Import new clients into your RealScout account from the leads you add in Follow Up Boss.
- Make updates to clients when changes are made in Follow Up Boss.
- Delete clients in RealScout when you “Trash” leads in Follow Up Boss.
- Transfer clients to your team members on your RealScout account when you utilize the Follow Up Boss Integration team functionality.
Transfer clients in RealScout to a team member with a valid RealScout account. When utilizing the Follow Up Boss Team integration you can assign a lead to a team member on Follow Up Boss and that client will then also be transferred on RealScout. Your team member must have an active RealScout account.
Delete clients in RealScout when the leads stage is updated to 'Trash' or the lead is permanently deleted in Follow Up Boss. If a lead is deleted in Follow Up Boss, the corresponding RealScout client will be deleted regardless of tags, or who deleted it (ie, RealScout will delete the client even if a Follow Up Boss team member deleted it).
Filter Leads By Tags
Only import or update leads from Follow Up Boss with specific tags. If one or more of the tags provided in RealScout match a tag in Follow Up Boss, the lead will be imported, updated, or deleted from RealScout accordingly. Leads pushed into Follow Up Boss from RealScout will be tagged "RealScout" automatically. If this option is enabled you should include the tag "RealScout" to ensure updates from Follow Up Boss get processed in RealScout.