Revaluate can integrate directly into your Follow up boss account. Revaluate will pull your contacts from your FUB account into your Revaluate account to begin monitoring. Their corresponding scores will be pushed back into your FUB account.
* Best practice is to utilize the scores to establish smart lists. Zapier is a great tool for this step.
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 or paste it into the API field located in the settings tab of your Revaluate account. Don’t forget to click save settings!
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 FUB, Revaluate won't import them. Go to the import page and then click the "Import Follow up boss Contacts" button. After 48 hours, the Revaluate scores should be available in your FUB account. Add the Revaluate Score column to your all people page:
For a trial of Follow Up Boss: Follow Up Boss Trial