Learn how to set up email parse integration. This will automatically create any new leads in your CallAction account in real-time directly into your Follow Up Boss account.
This ensures that every lead is captured and logged into your FUB CRM and adds texting to Follow Up Boss. This saves you time and money and increases your efficiency.
Follow Up Boss Email
Original Follow Up Boss
You will need your "followupboss.me" email address if using the original version of Follow Up Boss. You can send an email to support@followupboss.com
Follow Up Boss 2
Log in to Follow Up Boss
Click on "Admin"
Click "Get Started"
Scroll down to "Set up Lead Providers"
Copy the email address noted in the instructions
CallAction Email Parse Setup
Follow the steps below to setup email parse integration on each individual CallAction number.
Login to CallAction
Click "Phone Numbers"
Click "Manage" on the CallAction number you want to integrate
Click "Call Settings"
Scroll down to "Lead Export Integrations"
Slide switch to "On"
Paste your Follow Up Boss Email address into the field
(Tip: you can include multiple email addresses using a comma)Click the green "Save" button at the bottom
You may also use our FollowUpBoss full API integration and all other FUB integrations.
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