Overview

The best way to send leads into Follow Up Boss from an IDX website, real estate portal, custom website, or any other lead source is to use the event notifications endpoint (Example, POST /v1/events).

The advantages of using this method include:

• Avoid creating duplicates, Follow Up Boss will automatically search for existing contacts and update them.
• Event information (inquiry, viewed property, saved property as a favorite, etc) is recorded and shown in contact history and dashboard.
• Agent is notified about new leads via email/text message.
• Action plan is applied to the lead (if configured and when particular event types are used).
• Correct agent is assigned as per Lead Flow screen.
• Automatic search for social profiles.

❗️

Avoid sending leads through POST /v1/people.

Please do not use POST /v1/people to send leads into FUB. It will create a person but will not run any automations listed above. Instead, use POST /v1/events.