Please follow the detailed instructions:
*Please note that you will need to be the Owner of the Follow Up Boss account that you use otherwise the API integration won't work. You can reach out to your Client Success Advisor to discuss email parsing options so we are still able to receive your leads!
1. Sign into the Admin account here.
2. Select the "Admin" tab
3. Click the "More" tab as shown in the picture below, and retrieve your code under the "API" tab.
4. Copy your API Key and send it to your Client Success Advisor. Once the integration goes live, you will be notified by our Client Success Team!
5. Next, we want to submit a test lead to ensure we are properly connected. Click, "People" on the far left-hand side of your page.
6. Next, click the add person icon on the right-hand side.
7. Please enter in fake lead information, and then select "Add Person."
Final Step: Once you have submitted this test lead, please notify your Client Success Advisor to check your account to see if we received the test lead successfully.
There are additional features with our connection to you Follow Up Boss that might be of interest to you. If you are wishing for Agentology to work certain lead sources that are funneling in or if you would like us to put up a barrier to those manually entered leads, reach out to your Client Sucess Advisor to discuss these options and make the necessary modifications to your account.
Let’s test it out!
Once you have added the Agentology email to your source, feel free to test it out by submitting a lead through your website/landing page. Please use your first and last name, so that we can know that it's a test lead.
If you see your test lead appear in your Agentology dashboard, that would indicate that the lead has entered our system successfully!