We’re excited to share that Real Estate Agents can effortlessly integrate Follow Up Boss with Homebot!
If you have a Follow Up Boss account and are ready to get started, follow these steps:
Step 1: Visit integrations.homebot.ai to start the signup process.
Step 2: Enter the email address associated with your Homebot account in the signup form when prompted.
Step 3: After submitting the form, you’ll see a confirmation screen like the one shown below. Please allow 24-48 hours for verification of your Homebot account. Once verified, your account will be activated.
While your account is being activated, you can use the tag #Homebot_Import for some or all of your contacts in Follow Up Boss (FUB). This will ensure your database is automatically imported once your account becomes active. During the signup process described above, you’ll also encounter a helpful video that provides more details on this topic.
How the integration works:
From Follow Up Boss, you'll be able to:
Add sellers to Homebot
Add buyers to Homebot
Remove sellers, buyers, and properties from Homebot
Send homeowner report to sellers
Get Client Activity Events from Homebot in CRM
View homeowner Likely-to-sell scores - COMING SOON!
Adding and removing tags in FUB enables you to perform the following actions. Click the links below for detailed video instructions:
Add sellers to Homebot #Seller_Homebot
Add buyers to Homebot #Buyer_Homebot
Send homeowner reports to sellers #Homebot_Send-Digest
Remove clients from Homebot #Homebot_Remove-Client
Remove properties from Homebot #Homebot_Remove-Home
Remove both clients and properties from Homebot #Homebot_Remove-Both
After completing one of the actions above, a success or failure tag will automatically appear for the contact, accompanied by a detailed note. Click HERE to view the complete list of FUB tags.
In addition to the actions listed above, you can also access the following Homebot data directly within Follow Up Boss:
Likely-to-sell scores - COMING SOON
Lastly, you'll also find quick links in FUB to:
Preview homeowner report
Access your Homebot account
Continue reading for step-by-step instructions and accompanying video explanations.
How to add sellers to Homebot through Follow Up Boss
Step 1: Ensure you have the required client information for homeowners:
First and last name
Valid email
Home address (street number, zip code, unit # if applicable)
Step 2: Add tags
Add tag #Seller_Homebot to the lead for automatic input into Homebot account
Confirmation details received for creating automation or further integration setups
Seller contacts can also include co-owners or co-borrowers:
A successful seller import looks like:
A note confirming completion and success
Client email and its validity
Verification results for email
Link to the client profile in Homebot and associated home address
How to add buyers to Homebot through Follow Up Boss
Please note: Agents on Homebot must have a lender co-sponsor to add buyers. Learn more HERE.
Step 1: Ensure you have the required client information for buyers:
First and last name
Valid email
Zip codes of interest
Step 2: Add tags
Add tag #Buyer_Homebot to the lead for automatic input into Homebot account
Confirmation details received for creating automation or further integration setups
A successful buyer import looks like:
A note confirming completion and success
Client email and its validity
Verification results for email
Link to the client profile in Homebot and associated buyer details
How to remove sellers, buyers, and properties from Homebot
Step 1: Apply the tag #Homebot_Remove-Client or #Homebot_Remove-Home or #Homebot_Remove-Both
A successful removal looks like:
How to send homeowner reports manually to sellers
Step 1: Apply the tag #Homebot_Send-Digest
A successful digest send looks like:
How to check client activity, preview client reports, and navigate to your Homebot portal
Client activity alerts will look like:
Tags in Follow Up Boss
When you want to take a desired action for a Homebot client in your FUB CRM, you'll use the following tags to execute the automation.
Action Tags, Buyer-Seller-Digest
#Seller_Homebot - Add Contact and Home to Homebot Account
#Buyer_Homebot - Add Contact as Buyer into Homebot Account
#Homebot_Send-Digest - Send Seller Digest to Contact in Homebot
#Homebot_Import - The Import Tag, Clients use within 24 hours of signing up to Apply to leads they wish to import Upon the Activation of the Integration
Once you've signed up, you can apply this tag to all or a select number of clients so that once your account is active, they will auto import to your Homebot database.
Remove Tags
#Homebot_Remove-Both - Remove both Contact & Address from Homebot Account
#Homebot_Remove-Client - Remove Contact Only from Homebot Account
#Homebot_Remove-Home - Remove Home from Contact & from Homebot Account
Success & Failure Tags
When using action tags, you'll receive a Success tab or a failure tag if the system is unable to process the desired action.
Success Tags
#Homebot_Success-Buyer - Successful add of Buyer to Homebot Account
#Homebot_Success-Seller - Successful Add of Seller & Home to Homebot Account
#Homebot_Success-Digest-Sent - Successful Send of Seller Digest to Contact
#Homebot_Success - General Success Tag and Default
Failure Tags
#Homebot_Failed - General Failed Tag
#Homebot_Failed-Seller - Failed Seller Addition of Home and Contact to Homebot
#Homebot_Failed-Buyer - Failed Buyer Addition of Contact to Homebot
#Homebot_Failed-Address - Failed Seller Address Only
#Homebot_Failed-ContactInfo - Failed Contact info for Contact to Homebot
#Homebot_Failed-Email - Failed Contact Email & Bad Email for Contact
#Homebot_Failed-Digest - Failed Sending of Seller Digest to Contact
Activity Event Tags
All of the tags added to the contact in Follow up Boss based on the Activity Event that occurred on the client within Homebot
#Homebot_Alert
#Homebot_Engaged
#Homebot_Alert_Buyer-Digest
#Homebot_Alert_Buyer-Digest-buyer-viewed-markets
#Homebot_Alert_Buyer-Digest-buyer-viewed-report
#Homebot_Alert_Home-Digest
#Homebot_Alert_Home-Digest-client-tuned-value
#Homebot_Alert_Home-Digest-cma-request
#Homebot_Alert_Home-Digest-view
#Homebot_Alert_Home-Digest-viewed-dream-home-panel
#Homebot_Alert_Home-Digest-viewed-market-panel
#Homebot_Alert_Home-Digest-viewed-refi-details