Connecting Follow Up Boss To Home Value Leads

homevalueleads | January 21, 2015 | CRM Integrations

Getting your Home Value Leads account set up, but need to connect it to Follow Up Boss to have your leads all in one place? Having a good real estate CRM is important to being able to effectively follow up with leads. Luckily, connecting Follow Up Boss to Home Value Leads is as simple as putting in an email address. The first thing you need to do is log into your Follow Up Boss account. The process is slightly different if you want to assign your Home Value Leads to a team versus an individual.

Follow Up Boss Individual Assignment

In the top right corner, hover over your name to get the drop down menu, then scroll down to “Users” and click there.

Follow Up Boss Agents

This will bring you to your Follow Up Boss Users screen where you can find your LEAD Email, as seen below.

Follow Up Boss Agent Email

Just copy that email down. Scroll down to see where to put it in your Home Value Leads dashboard.

Follow Up Boss Team or Group Assignment

Have a team or group that you manage inside of Follow Up Boss? The process is pretty much the same, but the location is a bit different. First, hover over your name to bring down the drop down menu. This time, you are going to click on Groups.

Follow Up Boss Navigation

You will now be on the Follow Up Boss Groups dashboard. Just copy and paste the LEAD EMAIL as indicated below.

Follow Up Boss Agent Email

Where To Put Your Lead Email in Home Value Leads

Home Value Leads Notification SettingsNow that you have your Follow Up Boss lead email, you just need to put it in the proper location within Home Value Leads. Log into your Home Value Leads dashboard. On the left hand side, click on Site Settings and then go to Notification settings as seen in the image to the left.

Once there, the very first box says “Send New Lead Notifications” (Seen below). This is where you will paste your lead email address that you got from Follow Up Boss.

Below that, there is an option to “Notify Site Admin of New Leads” which is turned on (shows up orange) by default. Because Follow Up Boss automatically notifies you of any new leads, you can turn this option OFF (so that it is gray) so that you aren’t receiving duplicate alerts.

Hit save and you are done!

Home Value Leads CRM Integration

Let us know if you need any assistance with integrating your Home Value Leads account with Follow Up Boss.

 

 

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homevalueleads

Home Value Leads offers optimized lead generation for real estate agents using lead capture websites to grow home listing pipelines. We continually test all aspects of our lead websites to ensure high conversion rates at the lowest cost per lead. New features are added regularly to enhance the experience of potential sellers and listing agents.