How do I send existing leads from Follow Up Boss?
Within Agent Legend, you can easily mine through your Follow Up Boss lead database using Tags and Zapier. Here are the steps:
- Start with a test lead in FUB.
- Create a new tag in FUB and assign this to your test lead. This new tag will be used to send leads to your campaign in Agent Legend, so be sure to name it something you'll recognize for this purpose. For Example: Agent Legend - "Name of Campaign"
- Create a new Zap with FUB as the trigger step and Agent Legend as the action step.
Once the Zap is completed, anytime your new tag is added to a lead in FUB, Zapier will trigger, sending the lead over to your campaign in Agent Legend automatically!