How to Add a Person from Follow Up Boss to CallAction
Adding contacts to CallAction from the Follow Up Boss crm embedded app takes just seconds with the click of a button.
You can add a person to CallAction and assign a specific CallAction campaign phone number. The assigned number will be used to send text drip campaigns or individual text messages.
This workflow assumes you have already added the CallAction app embedded into your Follow Up Boss CRM and connected the API integration.
How to Export a Contact from Follow Up Boss into CallAction
Login to Follow Up Boss
Click on Persons
Click on the Name of the contact you want to export (or search by name and click)
Check the CallAction embedded app interface
Note: move CallAction app to top right for easier navigation.Select a CallAction number from the drop-down to assign the Follow Up Boss contact for text and calls.
Click on Add this Contact
Once completed you will get a green confirmation box with contact name with link to view contact directly in CallAction
Contact Added to CallAction from Follow Up Boss App
Below is how a contact added via the Follow Up Boss app appears in CallAction.
All text messages, drip campaign activity from CallAction is synced in real-time into Follow Up Boss via your API integration. This can also start a Zapier Zap based on CallAction New Contact trigger or sync to other API connected systems.
Start Taking Actions with Your Follow Up Bosss Contacts in CallAction
Once a FUB contact is added to your CallAction account, you can streamline and scale your lead follow up using text drip campaign automations. Use any of the over 50 pre-written drip campaign templates for initial speed to lead follow up and then relentless long-term lead nurture.
Setup a Free Trial Account of CallAction
Not currently a CallAction user? Take 8 mins to set up a free account. You'll quickly learn why top real estate teams and brokerages use CallAction and why it's on of 10 systems Tom Ferry recommends. We'll help you revive some of your old leads during the free trial like we did with top Houston agent Nicole Lopez.