👋 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:
- A Structurely account
- A Zapier account
- A FollowUpBoss account
Trigger
👉 Go to Zapier and create a new Zap 👇
👉 Search for and select "FollowUpBoss"
👉 Connect your FUB account to Zapier (you'll need your FUB API Key)
👉 Choose "New Contact" from the FUB Triggers 👇
👉 Pull in a Sample from your FUB account and click "Continue"
Filter
👉 Click the "+" icon in the Zapier editor, and select "Filter" 👇
👉 Add the filtered leads sources you would like to send to Structurely 👇
👉 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 👇
👉 If you want to send multiple sources, use the "+OR" operator 👇
👉 Click "Test & Continue"
Action
👉 Search and select "Webhooks by Zapier" as your Action app 👇
👉 Select "Post". Click Continue. 👇
👉 Copy the following information. You can use the "+" box to add new fields 👇
(Copy from below 👇 )
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
👉 Keep scrolling down and leave the remaining fields as default as shown below. Click Continue. 👇
👉 Send a test through. NOTE: If you send a test lead through for a real lead that lead will actually be contacted. Click Finish. 👇
👉 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. 👇
🎊 Nice job, your FUB leads will now be responded to by your Structurely AI Assistant!
Okay, so here's how to make sure it's working
Create a lead that funnels to your FUB account.
👍 You should have now received a response from your AI Assistant via SMS through your Structurely AI Assistant's 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 your Structurely AI Assistant responded with.
Tell us if it didn't work!
If you aren't receiving a response from your AI Assistant, or don't see the new lead in your HomeChat dashboard, shoot us a message via the little floating live chat bubble in the bottom right of this page 😃
Or you can send an email to help@structurely.com and I'll get back to you!
🚀 The Structurely Team