How Leads and Alerts Flow into Follow Up Boss

Once Follow Up Boss is connected, your AgentLoft site and your CRM act as one system. Here's what syncs, and when.

What flows into FUB

  • New leads — every registration and inquiry on your site creates (or updates) the person in Follow Up Boss automatically.
  • Website activity — with the FUB Pixel installed, property views and searches tie back to the right person, powering FUB's engagement signals and hot-lead alerts.
  • Saved searches & property alerts — when a buyer saves a search or receives new-property alerts, that activity is visible on their FUB timeline, so agents know exactly when a buyer re-engages.
  • Inquiries (contact forms, tour requests) — delivered to the assigned agent and logged on the lead.

What flows back

The sync is two-way: updates in Follow Up Boss stay consistent with AgentLoft, so your team can work leads in FUB without touching the website admin.

Lead assignment

Leads route to your agents based on your setup. If assignments look wrong (e.g., everything going to one agent), check your user setup in AgentLoft and your FUB lead routing — or email us and we'll help trace a specific lead.

Note: Deleting leads directly from AgentLoft is in development; for now, manage lead lifecycle in Follow Up Boss.

Related articles

  • Connecting Follow Up Boss (2-Way Sync)
  • Embedding the AgentLoft App Inside Follow Up Boss
  • How Saved Searches and Property Alerts Work

Need help? Email support@agentloft.com.

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