You can display extensive Fello-specific information for contacts and properties such as a contact's last engagement, home value estimates, property features, and much more within Follow Up Boss.
Key Benefits
- Seamless Integration: Access Fello's powerful contact, property, and activity data directly within your FUB contact records.
- Efficient Management: No more switching between platforms — manage all relevant information from one place.
To do this, you must enable the Fello embedded app in Follow Up Boss. Here's how:
- Go to your Follow Up Boss account and find Fello from the Embedded Apps list under integrations
- Click Enable at the bottom of the page.
You're all done! Now, any users who have the same email address in both platforms can view Fello-specific information in Follow Up Boss by clicking on the Fello card from the left panel when viewing people records.
Tip: We recommend repositioning the Fello card to the top to ensure that contact and property details are visible prominently.
Check this video for a quick demo:
Details which will be available inside the embedded app are:
Contact Details
- Contact Name, Fello contact add date, Fello Contact Source
- Marketing info: Opens, clicks, scans.
- Last Engagement
- Submissions
Property Details:
- Address(Beds, baths, square footage, lot size, year built, Owner Details on hover)
- Propensity (likelihood of selling/buying)
- Sale history(Additional details on hover)
- AVM (Automated Valuation Model) info
- Equity information(Mortgage Details on hover)
