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      CRM: How to 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

      Click here

      2. Click "Lead Manager"

      Access the "Lead Manager" section.

      Click 'Lead Manager'

      3. Click "Connect a CRM"

      Select the option to "Connect a CRM."

      Click 'Connect a CRM'

      4. Click "Add"

      Choose the "Add" option.

      Click 'Add'

      5. Click "Follow Up Boss"

      Select "Follow Up Boss" from the list.

      Click 'Follow Up Boss'

      6. Name your Integration

      Input something you can identify. This name is not visible to anyone but you.

      Name your Integration

      7. Switch to Follow Up Boss

      Access your Follow Up Boss account

      Switch to Follow Up Boss

      8. Click "Admin"

      Access the "Admin" section.

      Click 'Admin'

      9. Select API Keys

      Select the option for "API Keys & Lead Email."

      Select API Keys

      10. Click "Create API Key"

      Generate a new API Key.

      Click 'Create API Key'

      11. Fill "AgentFire"

      Enter "AgentFire" as the label.

      Fill 'AgentFire'

      12. Click "Save"

      Click on "Save" to save changes.

      Click 'Save'

      13. Click "Copy"

      Select "Copy" to confirm.

      Click 'Copy'

      14. Switch to your AgentFire Dashboard

      Navigate to your AgentFire Dashboard

      Switch 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

      Paste your API Key into the highlighted field

      16. Click "Update"

      Select the "Update" option.

      Click 'Update'

      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

      ** Agentfire IDX Users Only** Switch to Follow Up Boss

      18. Click "Admin"

      Access the "Admin" section.

      Click 'Admin'

      19. Click All Integrations

      Select "All Integrations" from the Admin menu

      Click All Integrations

      20. Click AgentFire FUB Widget

      Select AgentFire FUB Widget

      Click AgentFire FUB Widget

      21. Click "Enable"

      Choose "Enable" to activate the integration.

      Click 'Enable'

      This guide detailed the steps to connect your Follow Up Boss account to AgentFire seamlessly. By following these instructions, you can easily set up the integration between the two applications, enhancing your workflow and data accessibility.

       

      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.