We have made it available to send leads from the offrs account to their Follow Up Boss CRM.
Before attempting to set up within the offrs account, retrieve the Lead Parsing Email from Follow Up Boss. This is the email in Follow Up Boss that receives Leads.
The Lead parsing email allows data to be extracted from emails and converted into use-able, structured information.
Once you have retrieved the email, log in to your offrs account. Follow the steps below:
- Click on your name in the right hand corner.
- Click on 'Account Settings'.
- Locate 'Connectors' from the 'Advanced' module. Click on it.
- Locate 'Follow Up Boss' underneath 'Application'.
- All the way to the right you will see a 'Connect' button under 'Status'. Click on it. A menu will populate.
Enter the Follow Up Boss lead parsing email in the menu. Click Save.
After the connection has been made, the 'Status' will say 'Connected'.
Thank you for reading this article. We hope we were able to help!
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