We’re excited to share that Real Estate Agents can effortlessly integrate Follow Up Boss with Homebot!
If you have a Follow Up Boss (FUB) account and are ready to get started, navigate to integrations.homebot.ai to begin the signup process. Once you complete the signup process using the email associated with your Homebot account, you must retrieve your API key from Homebot customer support by sending the team a direct message. You can do so by clicking on the pink icon at the bottom right corner of your account or via email [email protected]. Please allow at least 24 hours to verify your Homebot account. Once verified, your account will be activated.
While waiting for your account to activate, you may use the tag #Homebot_Import to some or all your contacts in FUB. Doing so will ensure your database is auto-imported once your account is active. You'll see THIS video on the topic when going through the signup process mentioned above.
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!
How the integration works:
Adding and removing tags in FUB will allow you to take the following actions (Click on the pink links for 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
Once you've taken one of the actions above, a success or failure tag will populate for the contact, along with a detailed note. Click HERE to jump ahead to the list of all FUB tags.
In addition to the actions mentioned above, you can view the following Homebot data in FUB:
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