Revaluate - FollowUpBoss Integration

The Details

Revaluate can integrate with your Follow Up Boss account to pull your contacts in and begin monitoring their scores.

There are 2 different approaches to integrating with Follow Up Boss: 1) Single account - all your contacts are associated with a single user in Follow Up Boss (this is most common for individual agents), 2) Parent/Child - You have multiple users who each have their own contacts in your Follow Up Boss account (this is common for teams and brokerages).

To configure a Single Account: Go to the import page and then click the "Import Follow Up Boss Contacts" button.

You'll need to obtain your API key from Follow Up Boss. Once you have that, enter it into the box that popped up from the previous step.

After 48 hours, the Revaluate scores should be available in your Follow Up Boss account. You need to add the Revaluate Score column to your list of people. See the following screenshot on how to do that:

To configure Parent/Child: Go to the settings page and after entering your Follow Up Boss API Key (obtained above), click "Save Settings" and then click on the Integrations tab.

Once you have enabled Parent/Child for Follow Up Boss, all user management is controlled from there. New and deleted users will be synced from Follow Up Boss to Revaluate nightly or you can use the button on the account page to force a sync.

A few notes about this integration

  • We'll sync your Follow Up Boss contacts once per week so any new contacts that get added to your Follow Up Boss account will be pulled into Revaluate and monitored.
  • On the settings page you can specify a list of tags to exclude from syncing. That way if you have tagged all your agents or vendors in Follow Up Boss, Revaluate won't import them.
  • Revaluate also creates a new custom field inside your Follow Up Boss account called "Revaluate Score". We then push each contact's score into that field on a daily basis. You can then add that field to your lists and build reports and execute workflows for your likely movers.

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