SendHub's Follow Up Boss texting integration makes real estate lead capturing and marketing easy! Please check out our Follow Up Boss eWebinar Demo at your convenience.
SendHub has three direct integrations with Follow Up Boss.
Action Plan SMS (SMS Drip Campaign)
SendHub's integration with Follow Up Boss solves the problem of manual and time-consuming SMS communication with leads. With Action Plan SMS, Follow Up Boss users can now create SMS drip campaigns directly within the platform. This integration automates the lead nurturing process by sending pre-scheduled SMS messages to leads over time. By providing timely and relevant SMS communication to leads, businesses can stay top of mind and increase the chances of conversion. With this integration, businesses can save time, increase efficiency, and improve their chances of closing deals.
How To: Set up the Action Plan SMS integration
- Navigate to SendHub's Follow Up Boss Action Plan SMS integration
- Select or connect your Follow Up Boss account
- Note: Only the API Key of the Follow Up Boss account with the 'Owner' role will work
- Select the time of day that all Action Plan SMS messages will be sent at
- Select which contacts' numbers to send to: "All phone numbers a contact has", "Only the first phone number" or a custom label such as "mobile"
How To: Send text messages in your Follow Up Boss Action Plans
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- Add a 'Create Task' action to any Action Plan and set the 'Task Type' to 'Text'.
- Enter the message that you want to send in the 'Task Name' field.
An easy way to draft a message and insert Merge Fields is to use the built-in Initial text message feature-
Click 'Add initial text message' and draft your message with any desired merge fields
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Copy your drafted message and click the 'trash can' icon
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Paste your message into the 'Task Name' field of the 'Create Task' action.
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- Click save and you're done!
- Add a 'Create Task' action to any Action Plan and set the 'Task Type' to 'Text'.
Reminders
There are a few things to keep in mind when using SendHub's Follow Up Boss Action Plan SMS integration.
- When the integration is enabled, a SendHub message will be sent to the associated contact when any 'Text' Task is created. To avoid potentially sending unintended messages, be sure existing integrations, manual processes, or Action Plans will not create Tasks with the type of 'Text'.
- Message segmenting still applies for messages initiated via the Follow Up Boss integration. Follow Up Boss does not have a character counter, meaning it is important to be aware of how many characters you are sending to avoid going over your plan's limit. To learn more about how you are billed for messages read our message segmenting article.
Sync Contacts
The Sync Contacts integration allows you to easily manage and keep your contacts up-to-date across both Follow Up Boss and SendHub. By syncing your Follow Up Boss contacts to SendHub, you can send bulk SMS messages from within SendHub to your Follow Up Boss contacts. This integration not only streamlines your communication process but also helps you save time and increase efficiency. Additionally, Syncing SendHub contacts to Follow Up Boss is coming soon, which will enable you to manage all your contacts in one place, further enhancing your lead management process. With this integration, you can ensure that you never miss an opportunity to engage with your leads, while also enhancing your overall sales effectiveness.
Sync Messages
The Sync Messages integration simplifies your communication process by allowing you to see your SendHub SMS conversations within Follow Up Boss. With this integration, you can sync your SendHub messages to your Follow Up Boss account and easily track and manage all your SMS conversations without having to switch between platforms. By syncing your SendHub messages to Follow Up Boss, you can view all your conversation history, including inbound and outbound (coming soon) SMS messages, within Follow Up Boss. This integration enhances your lead management process and saves time by eliminating the need to leave Follow Up Boss to view and respond to SMS messages.
If you would like to integrate your account with Follow Up Boss or upgrade your SendHub plan, contact our sales team! If you have any more questions regarding the integration, contact our support team and we'd be happy to help!