Follow Up Boss
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      CRM: How to Connect Your Follow Up Boss Account

       

      Table of Contents:

      Connect your Follow Up Boss Account

      Enable FUB Widget 

      Tags and Information sent to FUB

      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.

      Quick guidde

      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. Copy the API key

      Select "Copy" to confirm.

      Copy the API key

      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'

      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

      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.

      Paste it into this box within a Lead profile

       

      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.

       

      Apply tags to your Leads from your AgentFire site 

       

      Screen Shot 2025-02-19 at 11.02.29 AM

      Select the pencil icon next to "Lead Form" and click on the "Form Notifications" drop down 

      Screen Shot 2025-02-19 at 11.04.28 AM

      From here you can choose from a list of suggested tags or create new ones. These will transfer over to the contact file within your FUB account

      Screen Shot 2025-02-19 at 11.06.11 AM

      Anyone who fills out this form will be tagged with your customizations. Within the FUB contact profile you can see which form they filled out, tags, and additional information on their activity. 

      Screen Shot 2025-02-19 at 10.46.53 AM 1

      You can also set up different workflows based on the listing activity sent to FUB from AgentFire. We leave it up to you and your team to handle these workflow options so you can choose what notifications and automation are most important to you.

      We recommend setting up automation and workflows within your FUB settings. If you have questions about FUB workflows or automation options, please contact their support team. Third-party companies can also assist you with setting up automation within your FUB account.