Table of Contents:
Connect your Follow Up Boss Account
This guide will walk you through connecting your Follow Up Boss account to your AgentFire website.
If you have AF IDX you will also want to follow the instructions below to connect the FUB Widget in Follow Up Boss.
Learn how to seamlessly connect your Follow Up Boss account to AgentFire. This guide will walk you through the process, ensuring a smooth integration between the two platforms for efficient workflow and data management. The first step is to log into your backend by appending /wp-admin to your url.
1. Click here
Click the sandwich menu in the top left corner
2. Click "Lead Manager"
Access the "Lead Manager" section.
3. Click "Connect a CRM"
Select the option to "Connect a CRM."
4. Click "Add"
Choose the "Add" option.
5. Click "Follow Up Boss"
Select "Follow Up Boss" from the list.
6. Name your Integration
Input something you can identify. This name is not visible to anyone but you.
7. Switch to Follow Up Boss
Access your Follow Up Boss account
8. Click "Admin"
Access the "Admin" section.
9. Select API Keys
Select the option for "API Keys & Lead Email."
10. Click "Create API Key"
Generate a new API Key.
11. Fill "AgentFire"
Enter "AgentFire" as the label.
12. Click "Save"
Click on "Save" to save changes.
13. Copy the API key
Select "Copy" to confirm.
14. Switch to your AgentFire Dashboard
Navigate to your AgentFire Dashboard
15. Paste your API Key into the highlighted field
Paste the API Key you just created in Follow Up Boss into the highlighted field
16. Click "Update"
Select the "Update" option.
17. ** Agentfire IDX Users Only** Switch to Follow Up Boss
Go to your Follow Up Boss account if you use AgentFire IDX and NOT Showcase or Real Scout
18. Click "Admin"
Access the "Admin" section.
19. Click All Integrations
Select "All Integrations" from the Admin menu
20. Click AgentFire FUB Widget
Select AgentFire FUB Widget
21. Click "Enable"
Choose "Enable" to activate the integration.
22. Copy the API key titled AgentFire Follow Up Boss Widget
Go back to your AgentFire dashboard and copy the API key titled AgentFire Follow Up Boss Widget
23. Paste it into this box within a Lead profile
Scroll to the bottom of your screen within a lead profile. Paste the copied API key into any lead profile that came from your AgentFire site. If you don't have one yet, create a test lead by filling out any form on your site. You will only need to do this once.
Quick Note about our Widget:
With the AgentFire FUB Widget, you can access specific AgentFire features directly inside a FUB contact. This window allows you access to an AgentFire Lead Profile to adjust things like Lead Assignments and Search Alerts. However, it is important to note that we do not have a complete two-way integration with FUB at this time.