How to connect Follow Up Boss + roomvu
how to use Zapier to send leads from roomvu to your Follow Up Boss account in simple steps, including images and screenshots
In order to use your roomvu leads with Follow Up Boss you need to use another platform called Zapier. Zapier lets you send info between Follow Up Boss and roomvu automatically—no code required. This article will teach you how to use Zapier to send leads from roomvu to your Follow Up Boss account in simple steps, including images and screenshots to help you further. This platform makes Real Estate lead conversion and sales follow-up more efficient and automated.
How to connect Follow Up Boss + roomvu
The process is pretty simple. It can be portrayed in the diagram below:
That means you have to use Zapier as the middle app between roomvu and Follow Up Boss. So first you need to integrate roomvu with Zapier as described in the article below.
Then you need to create a Zap to connect roomvu to Follow Up Boss. You need to log in to to your Zapier account to create a Zap. Select roomvu in the first field and choose a new lead. on the second drop-down menu select Follow Up Boss and pick one of the actions.
In the action field you can choose a variety of options already defined in Zapier. Pick on and you are already done. If needed you can create more Zaps as well.
Now you have to log in to your Follow UP Boss Account. Click on Sign in.
Now enter your credentials for your Follow Up Boss Account
After logging in, this will ask you for your Follow UP Boss API key.
Click on the blue link in the screenshot above to be taken to the page to retrieve your API key.
To find your API Key, you’ll first want to log into your account and head to “Admin”, followed by “API”.
Once you’ve entered your API Key and clicked continue, we’ll test your account to make sure the connection works. If it does, you’re all set!