Follow Up Boss Launches First Embedded App
Follow Up Boss users can launch text drip campaigns from the new CallAction embedded app within the CRM starting August 25, 2020.
What is a Follow Up Boss Embedded App Integration?
According to the Follow Up Boss site.
“Embedded apps will load third-party data in the sidebar of the lead profile and in the inbox when a conversation is selected.”Source
CallAction.co is the first company to launch on the brand new Follow Up Boss embedded app marketplace.
We took the concept of data in the sidebar and created a fully functional app inside of Follow Up Boss CRM.
This allows mutual best of class platform users to streamline workflows. Watch the Follow Up Boss CRM embedded app launch with Barry Jenkins.
What Does the CallAction Embedded App Do?
Follow Up Boss is a category-leading CRM and the CallAction app simply adds the following functionality to the powerful FUB platform:
- Assign powerful drip campaigns automations
- Text messaging from various CallAction call tracking numbers
- One click contact sync between FUB & CallAction
Our Follow Up Boss API integration already allowed for calls and text messages to be synced from CallAction into Follow Up Boss.
Assign Ringless Voicemail, Image, and Text Drip Campaigns within Follow Up Boss
The new embedded app allows the use of CallAction drip campaigns directly within the CRM.
We streamlined the follow-up process to three simple steps.
1. Push the Follow Up Boss Contact into CallAction with one click
2. Assign a follow-up drip campaigns
3. Respond to the leads from the same CallAction text number
Follow up is easy since users can select from our library of prewritten messaging templates within CallAction.co
You can create your own or even import other users messaging plans.
Easily Create High Converting Authentic Drip Campaigns
Automation should not “feel” automated.
We strive to create authentic automation that generates the highest engagement rates possible.
We have built the category-leading drip campaigns with 12 possible message and task automations.
Combine those message types with 17 different scheduling options and you have the ability to create natural, authentic automations.
Save Time Following Up and Nurturing Leads at Scale with Automation.
Effective lead follow up requires multiple touches across different communication channels.
Our data shows over and over the average lead requires a minimum of 8 attempts to make contact and get max engagement. Here’s a screenshot from one of our clients dashboards
Here is a simple example of how quickly follow up tasks can grow with just 100 leads in one month.
- 100 leads x 8 follow-ups = 800 tasks
- 800 tasks x 2 mins to complete = 1600 mins / 27 hours
The follow-up task list grows exponentially each month with new leads adding tasks via the Follow Up Boss action plans. This quickly creates a massive overdue task list which can feel overwhelming.
You must continue to follow up with both new leads and closed clients making follow up and nurturing an infinite task.
CallAction drip campaigns automate the outbound tasks to create a flow of inbound conversations.
Here’s what team leader and app beta user Brian Curtis shared in the Follow Up Boss Community group.
We Help You Separate the Wheat from the Chaff in your Follow Up Boss CRM
These automations give you free time by automating repetative tasks so you can mine your CRM dashboard for the nuggets.
Use Follow Up Boss pixel data and filters to refine your list of people you should talk to that are visiting your website.
Check out this Follow Up Boss tutorial.
Deliver the right message to the right people at the right time with a manual call or text.
If you don’t reach them, put them onto a CallAction drip campaign.
Improve Your Lead Tracking
You likely have many marketing campaigns running.
- Zillow, Realtor, or other lead portals
- Facebook & Google Ads
- Yard Signs
- Direct Mail / Real Estate Flyers
- IDX websites like Real Estate Webmasters or Ylopo
Consumers can likely fill out a form at each of your campaigns which you can easily track.
But some of your campaigns they will also call or text. What are you doing to to capture and tracking those campaign inquiries into your Follow Up Boss CRM?
Here’s what team leader Barry Jenkins had to say about this.
CallAction can give you call capture, tracking phone numbers for each lead source.
This allows you to continue the conversation on the same phone number from inquiry to close and avoid apple ios 13 filtering.
You get clear tracking or your ROI from each marketing campaign regardless of the communication channel (call, text, email) the consumer inquired on.
Lead tracking is so important that top real estate coach Tom Ferry recommends CallAction as one of his top 10 systems to create a million-dollar real estate follow up system.
All calls, text messages are captured and synced in real time directly into your CRM with the Follow Up Boss API integration.
Eliminating the need for time-consuming data-entry which creates more free time for conversations.
Follow Up Boss Users Get a Free Trial of CallAction.co
If you already use the best in class FUB CRM, you can signup for a free 14-day trial of CallAction to try the new embedded app.
As an added bonus for existing FUB users, we’ll setup a revive campaign for your old leads to jump-start your conversations to create closings.
- Text ‘FUB 200‘ to (855) 341-3555 to get your free trial & special bonus code.
You can redeem the revive code after signup by presenting a screen shot of the text message on your CallAction onboarding / setup call.
Watch the this review from Nicole Lopez about CallAction revive campaign.
Still have questions? Feel free to book a demo call with us.