πŸ‘‹ Let's get your FollowUpBoss leads set up to funnel to Structurely for immediate lead engagement, here's what you'll need to do:

To start, you'll need:
Β  - Β A Structurely account
Β  - Β A Zapier account
Β  - A FollowUpBoss account

Trigger

πŸ‘‰ Go to Zapier and create a new Zap πŸ‘‡Β 

πŸ‘‰ Search for and select "FollowUpBoss"
πŸ‘‰ Connect your FUB account to Zapier (you'll need your FUB API Key)
πŸ‘‰ Choose "New Contact" from the FUB Triggers πŸ‘‡

πŸ‘‰ Pull in a Sample from your FUB account and click "Continue"

Filter

πŸ‘‰ Click the "+" icon in the Zapier editor, and select "Filter" πŸ‘‡

πŸ‘‰ Add the filtered leads sources you would like to send to Structurely πŸ‘‡

πŸ‘‰ Using the "(Text) Contains" field, add the text that matches your lead source.
For example, here is how to send only
Realtor.com leads through πŸ‘‡

πŸ‘‰ If you want to send multiple sources, use the "+OR" operator πŸ‘‡

πŸ‘‰ Click "Test & Continue"

Action

πŸ‘‰ Search and select "Webhooks by Zapier" as your Action app πŸ‘‡Β 

πŸ‘‰ Select "Post". Click Continue. πŸ‘‡Β 

πŸ‘‰ Copy the following information. You can use the "+" box to add new fields πŸ‘‡Β 

(Copy from below πŸ‘‡ )

URL:

https://datalayer.structurely.com/zapier/

Payload Type:
JSON

Sender:
test.test@structurely.me
(this is unique to you - you can find this your HomeChat)

firstname:
Click the box with lines and + sign - you'll then be able to see the data from your FUB. Select the first name from your FUB Trigger step.

lastname:
Select the lead's last name from your FUB Trigger step.

email:
Select the lead's email from your FUB Trigger step.

phone:
Select the lead's phone from your FUB Trigger step.

leadtype:
Buyer or Seller (depending on what type of lead you'll get, you can hardcode in their lead type. If you leave it empty we will treat it as a general lead).

subject:
(Follow Up Boss) Direct

πŸ‘‰ Keep scrolling down and leave the remaining fields as default as shown below. Click Continue. πŸ‘‡Β 

πŸ‘‰ Send a test through. NOTE: If you send a test lead through for a real lead that lead will actually be contacted. Click Finish. πŸ‘‡

πŸ‘‰ Be sure to name your Zap something unique in the top left. Then turn it ON when you're prepared to start running Lead Ads. πŸ‘‡

🎊  Nice job, your FUB leads will now be responded to by Aisa Holmes!

Okay, so here's how to make sure it's working

Create a lead that funnels to your FUB account.

πŸ‘ Β You should have now received a response from Holmes via SMS through your Aisa Holmes Phone Number to the number you filled out.

You should also see a new lead in your HomeChat Dashboard with the lead's contact details and with the message Holmes responded with.

Tell us if it didn't work!

If you aren't receiving a response from Holmes, or don't see the new lead in your Holmes dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page πŸ˜ƒ

Or you can send an email to isidora@structurely.com and I'll get back to you!

Happy closings!

πŸš€ The Structurely Team

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