10 Tips for Using Homebot with Follow Up Boss

What Is Homebot and Why Does It Work With Follow Up Boss?

Homebot is a home-value and equity intelligence platform. Once a month it sends homeowners a personalized digest email showing their estimated home value, equity position, and local market context. Agents and lenders use it to stay top-of-mind with past clients for months or years after closing — without making cold calls.

Follow Up Boss (owned by Zillow Group) is a real-estate CRM built around team inbox, smart lists, action plans, and integrated calling and texting. Its job is to turn leads into conversations and conversations into closings.

The two tools complement each other because they address different parts of the same problem. Homebot creates a reason to reach out; FUB gives you the system to act on it. When a homeowner opens their monthly Homebot report — especially multiple times in a week — that's a behavioral signal that they're thinking about their home's value. FUB lets you capture that signal and respond before a competitor does.

How the Homebot + Follow Up Boss Integration Works

Data flows from Homebot to Follow Up Boss through two main paths: a native Homebot integration listed in the FUB marketplace, and Zapier automations for teams that need more customization. Here's the basic data flow:

1. You enroll contacts in Homebot — either individually or by syncing a segment from your FUB database.
2. Homebot sends monthly digest emails to enrolled homeowners with their current estimated home value and equity snapshot.
3. Homebot tracks engagement — opens, clicks, home value requests, and "What can I afford?" interactions.
4. Engagement events flow back to FUB via the integration or a Zapier Zap, appearing as notes, tags, or stage changes on the contact record.
5. You build smart lists or action plans in FUB that surface the most engaged contacts for follow-up.

The table below shows what engagement signals Homebot can send and how they map to FUB actions:

10 Tips for Getting the Most Out of Homebot and Follow Up Boss Together

Tip 1: Sync Your Entire FUB Database to Homebot First

Before you can benefit from engagement signals, every past client and sphere contact needs to be enrolled in Homebot. Export your FUB contacts by stage — past clients, nurture, and sphere — and bulk-import them into Homebot. Start with closed clients who own homes; they're the highest-value audience for equity reports.

A few things to check before importing:

• Confirm property addresses are filled in FUB — Homebot needs an address to generate a report.
• Remove duplicates before export to avoid double-enrolling contacts.
• Set the correct "primary agent" in Homebot to match the FUB lead owner.

Tip 2: Use Homebot Engagement Events to Trigger FUB Smart Lists

The real leverage of the integration is turning passive engagement into active smart lists. Once Homebot events create notes or tags in FUB, build a smart list that filters to contacts with a "Homebot" tag added in the last 30 days. That list becomes your highest-priority daily dial queue — people who have already shown interest.

In FUB, go to Smart Lists, create a new list, and set the filter: Tag contains "Homebot" AND Tag added in last 30 days. Pin this list to your dashboard so it's the first thing you see each morning.

Tip 3: Tag Homebot Openers as "Seller Potential" in FUB

Not every Homebot open is a seller signal, but repeated opens — especially after a period of silence — often are. Set up a Zapier rule that applies a "Seller Potential" tag in FUB when a contact opens their Homebot report two or more times in a 60-day window. This tag then feeds into your seller nurture action plan automatically.

Combining behavioral tags like this with your existing FUB stage system keeps your pipeline segmented without manual work.

Tip 4: Set Up a FUB Action Plan for Homebot Re-engagers

Create a dedicated FUB action plan specifically for contacts who re-engage with Homebot after months of silence. The plan should be short — three to five steps over two weeks — and feel personal rather than automated.

A simple structure that works:

1. Day 1: Send a personal text referencing their home value report.
2. Day 3: Follow up with a call. Leave a voicemail if no answer.
3. Day 7: Send a market update email with comparable sales in their neighborhood.
4. Day 14: Check in with a brief email asking if they have any questions about their equity.

The key is making the first touchpoint feel immediate and relevant — not like a generic drip sequence that started because of a database trigger.

Tip 5: Use Homebot Home Value Data to Start Conversations

When a Homebot report lands in a homeowner's inbox, it gives you a natural, non-intrusive reason to reach out. You don't have to manufacture a reason to call — the report is the reason. Reference it directly in your outreach: "Hey, I saw your Homebot report updated this month — your estimated equity looks strong. Have you given any thought to what that means for your next move?"

This framing works because it's relevant, timely, and shows you're paying attention. It converts what could feel like a cold call into a warm, value-added check-in.

Tip 6: Layer Ace's Seller Radar on Top of Homebot Data

Homebot tells you who's looking at their home value. Ace's Seller Radar tells you who is statistically most likely to sell — even contacts who haven't opened anything recently.

Every night, Ace runs a nightly scan across your FUB account and computes a seller propensity score for each homeowner contact. The score weighs five factors:

• Tenure (35 pts) — how long since they bought. Longer tenure correlates with more equity and more life-stage transitions.
• Estimated equity (est.) (30 pts) — modeled from a conservative mortgage paydown calculation and FHFA appreciation data. This is an estimate, not observed lien data.
• FHFA appreciation (15 pts) — local house price index movement from federal data.
• Area risk (8 pts) — market-level signals from location intelligence including county assessor records and federal datasets.
• CRM seller tags (12 pts) — tags already in your FUB account like "wants to sell" or "downsizing."

When you combine a high Ace seller propensity score with a recent Homebot engagement event, you have a very strong signal. That's a contact who is statistically predisposed to sell and is actively checking their home value. They belong at the top of your call list.

Learn more about Ace's agentic intelligence layer and how it surfaces these signals automatically inside FUB.

Tip 7: Prioritize Outreach Using Ace Score + Homebot Opens Together

Ace assigns every FUB contact an Ace Score (0–100), an Ace Tier (Hot, Warm, Cool, Cold, or Dormant), and tracks metrics like Ace Velocity Score and Ace Days Since Inbound. These scores are free, webhook-driven, and live directly in your FUB contact records as custom fields.

The prioritization matrix looks like this:

• Ace Tier: Hot + Homebot opened last 30 days — call today, this is your highest-priority segment.
• Ace Tier: Warm + Homebot opened last 30 days — text first, then call within 48 hours.
• Ace Tier: Hot + no recent Homebot activity — reach out proactively, offer to review their home value together.
• Ace Tier: Cool or Cold + Homebot opened — add to your Homebot re-engager action plan (Tip 4).

This two-variable prioritization prevents you from chasing low-probability contacts just because they opened an email, and ensures you never miss a high-Ace-Score contact who's quietly re-engaging with their home value data.

Tip 8: Create a FUB Smart List for "Homebot Opened Last 30 Days"

This is the single most actionable smart list you can build in FUB for your Homebot workflow. When a contact opens their Homebot report and that event creates a tag or note in FUB, this list captures them automatically.

Build it in three steps:

1. In Follow Up Boss, go to Smart Lists and click New List.
2. Add a filter: Note contains "Homebot" OR Tag contains "Homebot Opened" AND created in last 30 days.
3. Sort by date added (newest first) and pin the list to your team dashboard.

Review this list every Monday morning and assign follow-up tasks before the week starts. Contacts on this list should never wait more than 48 hours for outreach.

Tip 9: Set Appointment Goals for High-Equity Homebot Clients

Once you've identified high-equity contacts who are engaging with Homebot, convert that into a concrete goal: set a listing consultation appointment. Not a vague "check in" — an actual appointment where you walk through their home value, their estimated equity (est.), current market conditions, and their options.

Use FUB's task system to set a goal of booking a specific number of these appointments each month. Track it as a separate FUB stage — something like "Homebot Consult Scheduled" — so you can see your conversion rate from Homebot engagement to listing appointment over time.

Contacts who are willing to sit down for a home equity review are far more likely to list within the next 6–12 months than the average past client.

Tip 10: Review Your Homebot + FUB Pipeline Monthly

Homebot sends monthly reports to your clients — you should run a monthly review of your own pipeline to match. On the first business day of each month, pull your Homebot engagement report and cross-reference it with your FUB contact list to answer three questions:

1. Who engaged with Homebot last month that I haven't spoken to in 90+ days?
2. Who has been consistently opening their report for 3+ months without any outreach from me?
3. Which contacts combined high Ace Seller Radar scores with Homebot engagement — and what happened with them?

This monthly cadence turns your Homebot + FUB stack into a system, not just a tool. You'll catch re-engaged contacts before they list with another agent, and you'll start to see patterns in which equity and engagement signals actually predict listings in your specific market.

For deeper strategy on building a systematic follow-up process, explore the Follow Up Ace learning guides and the Ace blog.

Frequently Asked Questions

Does Homebot integrate directly with Follow Up Boss?

Yes. Homebot has a native integration listed in the Follow Up Boss marketplace. You can also use Zapier to build custom automations that push Homebot engagement events — opens, clicks, home value requests — into FUB as notes, tags, or stage changes.

What Homebot engagement signals should I act on first?

Prioritize contacts who request a home value update or click the "What can I afford?" link — these indicate active consideration, not just passive reading. Multiple opens of the same monthly report within a short window are also a strong signal worth acting on immediately.

How is Ace Seller Radar different from Homebot?

Homebot shows a homeowner their own estimated home value and equity each month — it's a client-facing product. Ace Seller Radar is an agent-facing intelligence tool that runs a nightly scan of your FUB contacts and scores each one's propensity to sell based on tenure, estimated equity (est.), FHFA appreciation, area-risk data, and CRM seller tags. The two tools work at different layers: Homebot surfaces intent through engagement; Ace surfaces likelihood through data modeling.

Do I need a paid Ace plan to use Seller Radar with Homebot?

Ace Seller Radar is available on Pro-tier accounts. Ace Score, Ace Tier, and related contact intelligence fields are available on free and paid plans. See the pricing page for current plan details.

Can I use Ace and Homebot without Zapier?

For Ace, yes — Follow Up Ace connects directly to Follow Up Boss via a native integration and populates contact fields automatically. For Homebot, the native FUB integration handles basic event syncing; Zapier is only needed for more advanced workflows like conditional tagging or multi-step automations.