SmartZip

How to setup

NOTE: Skip this if your Gmail or Google Apps account is connected to FUB


1. Get your unique Follow Up Boss email address

2. Go to your website admin login page. http://clients.smartzip.com/signin

3.  Once logged in, Go to Live Chat support, fill in the required fields and request for the Follow Up Boss lead email address be added in the account for lead notification.

Test it out


Once your requst to have the email changed over,  you can test it out by going to your website and submitting an inquiry. You should receive an email notification from Follow Up Boss and see the lead in the system under "Leads Today" and the "Leads" stage.

Notes

The fields parsed from SmartZip are Name, Email and Phone Number. A copy of the original lead email will also be sent to you and stored in Follow Up Boss.