You can integrate your Follow Up Boss account with your Radius account to capture your leads in our free CRM and/or to use our performance-based qualification service.  By integrating with Follow Up Boss, every time a lead is added to your system, the lead will get added as a buyer / renter lead on Radius for us to check in with, along with the property details they inquired about. 

 

You have 3 options for this integration - 

 

Option 1 - Gmail Sync



  1. a. You can sync your gmail with us on Radiusagent.com under Profile (Top Right Corner) → Settings →
                    Account Overview


                b. You will want to click "sync" on the right hand side of the page.



            c. Make sure the email associated with your Follow Up Boss profile is the same email that you synced above, this does not 

                have to be your radius login email but needs to be the email inbox where you receive emails about new Follow Up Boss

                leads. 


           


            d. Once you have completed this step please notify Radius. Profile (Top Right Corner) → Settings → 

                    Lead Integrations. See below for example.





                e. Once you have notified Radius, your status will then change to Requested following with "Our concierge 

                    team is working to set up your integration."



                 f. When your lead integration status becomes Active you will need to come back to this page in Profile (Top Right 

                    Corner) → Settings → Lead Integrations Select "Sent to ISA Concierge"

                                            At this point you will start receiving your leads!



Option 2 - Unique Communications Email


                2. If you don't have a gmail or do not wish to sync your email, you can copy the unique communications email 

                that we created for you. Also, if you want to integrate multiple Lead Sources with Radius Assist and have 

                different Gmails connected to each - follow these steps.


                a. Navigate to Settings → Account Overview → Click on Lead Integrations.


                b. Scroll down until you find Follow Up Boss  and click on it.

                 c.  Copy your unique communications email provided above. Keep screen open, we will come 

                    back to it at the end to “Notify Radius.”


                d. Open Follow Up Boss and click on Admin. Navigate to Team → Enter email in email field shown below


                g. Once you have completed this step please notify Radius. Return to Radius and see Profile (Top Right Corner) → 

                    Settings → Lead Integrations. See below for example.


                h. Once you have notified Radius, your status will then change to Requested following with "Our concierge 

                    team is working to set up your integration."'


                i. When your lead integration status becomes Active you will need to come back to this page in Profile (Top Right 

                    Corner) → Settings → Lead Integrations Select "Sent to ISA Concierge"

                                                     At this point you will now start receiving your leads!    



Option 3 - Set-Up Email Forwarding

        3. If your provided lead source does not allow you to add an additional email (our communications email) the email 

            at which you receive Email Notifications for new KV Core Leads you will need to set up email forwarding in your 

            email provider. (We have provided instructions for gmail and outlook, other providers should be similar however 

            if you run into issues please call us at (415) 547-0552 )


                Navigate to Settings → Account Overview → Click on Lead Integrations. 

                Scroll down until you find Follow Up Boss and click on it, your communications will be there, shown below

   


        If your email provider is Gmail, follow steps a-d. If you use Outlook, skip to step e. 

        a. Navigate to settings to set up email forwarding to the unique communications email address under Forwarding 

            and POP/IMAP tab. Then, click the “add a forwarding address” button and copy the address there and select 

            next.


        b. Click the blue text that reads “creating a filter!” and fill out the “from” field with leads@followupboss.com enter 

            “New Lead” in the “Has the words” field and then click “Create Filter.”


                c. Check “Forward it to” and select the communications email you added previously.


                d. Confirm the Filter is set up under the “Filters and Blocked Addresses” tab. 




For Outlook


                e. For Outlook navigate to “Settings”. Navigate to View all Outlook Settings → Mail → Rules → Set up the 

                    Following Conditions



                f. Mark as done on the original Integrate Lead Sources pop-up on Radiusagent.com and check the qualify this 

                    button.