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How to Get Leads from Follow Up Boss into CallAction to Start a Campaign
How to Get Leads from Follow Up Boss into CallAction to Start a Campaign

Learn how to set up a Gmail filter to forward Follow Up Boss leads into CallAction in real-time to start a text drip campaign

Updated over a week ago

How to Automatically Start a CallAction Campaign for Leads in Follow Up Boss Leads + Follow Up Boss + CallAction Lead Workflow

When a new lead is received, it is sent into Follow Up Boss automatically. Follow Up Boss then sends you a "New Lead from" email alert.
Create a Gmail filter rule to forward the FUB email alerts of the new leads to your CallAction phone number/email parser to automatically start a follow-up drip campaign in real-time.

CallAction will receive the Follow Up Boss new lead email notification, parse the lead contact information, assign the Lead: drip campaign template and start following up in less than 1 min.
The CallAction drip campaign template for leads averages a 68% response rate by solving the speed to lead issue and long-term lead follow-up attempts.

Setup a Dedicated Lead Campaign Number

First, you must add a dedicated Realtor lead campaign number in CallAction and add the email address as a Gmail forwarding address.

Once that is done, you are ready to create the Realtor Gmail filter and forwarding rule from the Follow Up Boss / FUB new lead email alerts.

How to Setup a Gmail Filter for Follow Up Boss Email Alerts of New Lead from

  1. Login to your Gmail (where you receive your Follow Up Boss email notifications)

  2. Click on the Settings (gear) in the top right

  3. Click on See All Settings

  4. Insert into the From field.

  5. Insert "New Lead from" into the Subject field (within quotes)

  6. Click Create Filter

  7. Check the Forward it to checkbox

  8. Select the CallAction email address from Choose an address drop-down box (Note: CallAction email addresses start with the phone number and end with

  9. Click Create Filter at bottom of page.

Done! All new leads will be sent into CallAction in real-time to instantly start the drip campaign to follow-up with your leads.

Best Practices for Lead Follow Up with CallAction

Some tips for you to get started with Follow Up Boss, CallAction and leads.

You can use CallAction to also revive your old leads. The same type of Gmail filter & forwarding rule can be used for Zillow tour leads, Ylopo leads or any other lead source.

Try CallAction to Follow Up with Your Leads

If you are not currently a CallAction user, you can setup a success call to learn how we can help you convert more of your real estate leads.

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