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Follow up Boss integration differences - API and parser

Updated :

 

This article explains the key differences between the Parser and API integration methods available between AgentLocator and Follow Up Boss (FUB).

Overview

AgentLocator currently supports 2 integration methods with Follow Up Boss, but the two primary methods are:

  • Parser Integration
  • API Integration

Both methods allow lead data to be sent into Follow Up Boss, but they differ significantly in setup, functionality, compatibility, and synchronization capabilities.

 

Parser Integration

Compatibility

  • Works on both Legacy and V2 websites
  • Compatible with any CRM that follows the Lead Metadata Protocol

How It Works

The Parser integration sends lead information through email alerts. Follow Up Boss parses the email contents using the Lead Metadata Protocol.

The integration relies on metadata fields embedded within the website lead notifications.

Data Sent Through Parser

The Parser integration supports only basic lead information:

  • First Name
  • Last Name
  • Email
  • Phone Number

Requirements

Parser integrations require support for the Lead Metadata Protocol:

Limitations

The Parser integration does NOT support:

  • Listing activity sync
  • Saved listings
  • Property view tracking
  • SMS sync
  • Call logging
  • Tag synchronization
  • Two-way syncing
  • Agent assignment syncing
  • Timeline events
  • Custom fields
  • Mass syncing existing leads

 

API Integration

How It Works

The API integration creates a direct authenticated connection between AgentLocator and Follow Up Boss through the CRM Admin Panel.

Unlike the Parser method, the API integration communicates directly between both platforms in real time.

Features Included

Basic Lead Sync

The API integration syncs:

  • Lead source
  • Listing activity
  • Pre-signup activity
  • Post-signup activity
  • Saved listings

Tag Assignment

You can automatically apply one or multiple tags to all synced leads.

Mass Sync

Existing leads from the AgentLocator database can be synced into Follow Up Boss after the integration is enabled.

BetaV2 Features Available with API

The following Beta features require API Integration:

SMS Sync

  • Syncs text messages
  • Syncs AI bot texts

Call Logging

  • Syncs all calls into FUB

Liked Properties

  • Syncs liked properties

Link to Lead in AgentLocator CRM

Adds a direct link inside the FUB lead record back to the corresponding AgentLocator CRM lead.

Assign the Same Agent

When a lead is added to FUB:

  • If a matching email exists in AgentLocator, the same assigned agent is applied
  • If no match is found, no assignment changes occur and a note is added

Two-Way Tag Sync

Tags remain synchronized between both systems.

This includes:

  • Tags added in FUB syncing to AgentLocator
  • Tags added in AgentLocator syncing to FUB

Lead Info Sync

Lead information updated in Follow Up Boss automatically updates inside AgentLocator.

 

Property Activity Features

Property Viewed 3+ Times Alert

When a lead views the same property three or more times:

The system automatically:

  • Adds the tag:
    • AL-PropertyViewedMoreThan3Times
  • Creates custom fields:
    • AL Property View 3 Address
    • AL Property View 3 Date
    • AL Property View 3 MLSNum

This allows Follow Up Boss action plans and smart lists to trigger automatically for highly engaged leads.

Property Inquiry Sync

When a lead submits a property inquiry or home valuation request:

The system automatically:

  • Creates a Property Inquiry event on the FUB timeline
  • Adds the Home Valuation tag

This allows automated workflows inside Follow Up Boss without manual data entry.

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