Learn how to setup 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 CRM. This saves you time, 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 firstname.lastname@example.org
Follow Up Boss 2
- Login 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 you Follow Up Boss Email address into field
(Tip: you can include multiple email addresses using a comma)
- Click green "Save" button at bottom