Convert More Leads with the CallAction App Embedded into Your Follow Up Boss CRM
Leverage CallAction text message drip campaigns when embedded and integrated into your Follow Up Boss CRM and our recommended people view.
Why Use the Follow Up Boss embedded CallAction App?
Assign advanced text drip campaigns with ringless voicemails directly within CRM
Start automated multi-step follow-up campaigns to eliminate overdue tasks
Eliminate time-consuming data entry of inbound calls and notes with call capture, recording, and call transcriptions.
Generate leads directly into Follow Up Boss using CallAction text for info
Seamless Follow Up Boss Embedded App Workflow
Start, pause, end re-assign drip campaigns without leaving your Follow Up Boss CRM.
Avoid consumer confusion of being contacted by multiple phone numbers by using the same call capture number for all communication.
Here's the simple 3-step workflow.
1. Create contacts in CallAction from Follow Up Boss
Simply select a CallAction number and click Add this Contact to create a lead in CallAction
Once the Follow Up Boss lead is created, CallAction will do a data-append to verify the phone number and type (landline, mobile, voip), do a DNC scrub and create the contact, with the name being a link back to CallAction if needed. If you need to do a fast, easy Do Not Contact registry check of all your Follow Up Boss contacts you can use our standalone Verify solution, which provides a Free DNC scan and email deliverability audit.
2. Start an Automated Multi-Step Text Drip Campaign
As you click from person to person > the CallAction app updates to display the drip campaign and text message window and assigned text from the number. Select the Drip Campaign and press Start
When a lead responds to a drip campaign, you'll see their message directly in the Follow Up Boss Notes. Continue the one-to-one conversation by sending a text message.
3. Send a Text Message to the Contact from Same CallAction Number
Once a contact responds to a drip campaign, it's automatically paused. You can now pick up the conversation and send a text message or call from the same CallAction number.
This is a quick overview of the simple yet powerful, scalable solution to add automated drip campaigns to follow up with your leads.
Watch this Video Demo of Follow Up Boss and CallAction App
Here is the original Follow Up Boss launch video with Dan Corkill, Barry Jenkins, and Jessie Beaudoin.
Start Using Automated Text Campaigns in Follow Up Boss in 10 Mins.
Here's a quick start guide to use Follow Up Boss with CallAction. You'll be assigning drip campaigns to your FUB smart lists in 10 mins.
Streamline and scale communications and tasks to do more with less.
Use our Follow Up Boss text message automations to remove repetitive tasks from your Follow Up Boss action plans that can be automated with CallAction.
Some tasks that can be eliminated include leaving voicemails, and sending text messages with images, GIFs, videos, and links to your websites. You can update tags, start Zapier Zaps, send text reminders, and start outbound calls automatically and now you can reply to messages directly from our Follow Up Boss Inbox app.
Start Using CallAction as a Follow Up Boss Embedded App Now
Other Follow Up Boss Solutions
CallAction also has a Follow Up Boss Inbox app to streamline responding to leads in your workflow, allowing you to easily respond to leads.
FUB Tools is a 100% free embedded app we created for agents to have access to mortgage calculators, area, school, and local market conditions. Available to all Follow Up Boss users on the integrations page under Tools. Learn how to use Tools with this Follow Up Boss tutorial video.
If you have dormant leads in your Follow Up Boss CRM, you can do a database reactivation using our proven Revive campaign.
Signup for a Free Trial of CallAction Now
Set up your free account now to leverage text message drip campaigns. You'll improve your speed to lead response times, engage more leads in conversations, and close more sales.
Check out some of our reviews and testimonials from top real estate agents and teams like Barry Jenkins or Robert Slack.
FAQ's
Can I send Follow Up Boss text automations?
Can I send Follow Up Boss text automations?
You can send drip campaign text automations from the Follow Up Boss CRM using the CallAction texting integration.
Does Follow Up Boss allow mass texting?
Does Follow Up Boss allow mass texting?
Follow Up Boss does not allow mass text messaging natively. You can do one-to-one automated texting using CallAction to your opt-in leads.
What are the available Follow Up Boss integrations?
What are the available Follow Up Boss integrations?
There are multiple Follow Up Boss integrations from CallAction that allow for text automations, call capture / tracking and text for info lead generation using the Follow Up Boss embedded app or inbox app which are connected via your Follow Up Boss API key.
How can I do Follow Up Boss lead capture?
How can I do Follow Up Boss lead capture?
CallAction automatically captures leads in Follow Up Boss generated from incoming calls or text messages to your phone numbers when you connect your FUB API.
Can I port a Follow Up Boss phone number?
Can I port a Follow Up Boss phone number?
You can port your Follow Up Boss phone number to CallAction to use with our text automations and dialer. All calling activity is logged in your FUB phone activity reporting.
Start an automation using Follow Up Boss tags?
Start an automation using Follow Up Boss tags?
You can use Follow Up Boss tags to trigger a CallAction text automation. Additionally, CallAction can push custom tags to your Follow Up Boss to automate action plans based on calls or text messages.
Will I get help with Follow Up Boss best practices and training?
Will I get help with Follow Up Boss best practices and training?
Every user gets free Follow Up Boss training to setup their account along with best practice tips and tricks.





