To use Follow Up Boss with your LeadSite, follow this process after logging into your dashboard:
- Navigate to the Paths app, in the Follow Up and Lead Management section of your dashboard's Apps tab:
- Go to API Settings:
- Under Send Leads, click the Add ⊕ button to add a new integration:
- Select Follow Up Boss from the dropdown menu:
- In Follow Up Boss, create and copy your Easy Agent PRO API Key:
- Paste the API key from Follow Up Boss into the text box in the Paths app:
- Click Save.
Now you can add Follow Up Boss to any Path on your LeadSite.
Here is a short video overview.