June, 2024

How do I connect my ListingLeads.com account with Follow Up Boss?

It’s a simple three-step process. Here’s how to get everything synced and ready to use:

Step 1: Complete the Onboarding Process

Before connecting to Follow Up Boss, you’ll need to complete your ListingLeads.com onboarding.

  1. Go to the onboarding page: Build Your Brand

  2. Upload your Brand Kit – including your logo, brand colors, and typography

  3. Enter your agent info to personalize your marketing materials

  4. Select Follow Up Boss as your CRM when prompted

  5. Click “Finish Setup” to proceed

Note: Uploading your Brand Kit now won’t instantly personalize direct mail templates, but it’s a key step for future AI-powered personalization features coming soon.

Step 2: Complete the CRM Connection

Once onboarding is complete and you’ve selected Follow Up Boss, the integration will begin syncing.

  • Give it a few minutes to process

  • Once it’s connected, your ListingLeads.com templates will be available inside Follow Up Boss

Step 3: Access ListingLeads.com Templates in Follow Up Boss
  1. Log in to your Follow Up Boss account

  2. Create a new email

  3. Click on “Templates” in the email editor

  4. Scroll to “Folders” and open My Email Templates

  5. Select the template you want and customize it as needed

That’s it—your ListingLeads.com campaigns are now fully integrated and ready to send from Follow Up Boss.

Still need help?
support@listingleads.com