Homebot Integration with Follow Up Boss

Want to turn your real estate CRM into a lead-generation powerhouse? The integration of Homebot with Follow Up Boss makes it easy to manage clients, automate home value updates, and identify high-intent leads - all while saving time.

Key Benefits at a Glance:

• Automated Home Value Updates: Deliver monthly property insights to clients with a 60%+ open rate.
• Lead Scoring & Predictive Analytics: Identify 75% of likely movers with Homebot’s advanced scoring tools.
• Efficient Client Management: Use tags in Follow Up Boss to automate adding, updating, or removing clients.
• Seamless Setup: Start syncing contacts in as little as 48 hours after account verification.
• Boost Engagement: Agents report a 28% increase in lead engagement when using this integration.

How It Works:

1. Tag Contacts in Follow Up Boss: Use tags like #Seller_Homebot or #Buyer_Homebot to sync clients.
2. Send Monthly Reports: Keep clients engaged with automated homeowner digests.
3. Track Engagement: Use activity alerts to identify when clients are ready to act.

Combine this setup with Ace AI for even more automation, like personalized follow-ups, task creation, and voice commands, starting at $25/month per user. This integration can save you hours of manual work and help you close more deals.

Want the details? Keep reading for a step-by-step guide to setting up the integration.

Why you should start using HomeBot

Getting Started: Prerequisites and Setup Preparation

Before diving into the integration, make sure both platforms are ready to go and your client information is well-organized. Double-check your account details and access credentials to avoid any hiccups.

Account and Access Requirements

To begin, you’ll need active accounts with both Follow Up Boss and Homebot. Start the integration process by visiting integrations.homebot.ai, where you’ll connect your CRM to Homebot.

During setup, you’ll be asked to provide the email linked to your Homebot account. This step is essential for verifying your account. Use the email tied to your Homebot subscription. Once you submit the integration form, keep in mind that verification can take up to 48 hours.

While waiting for verification, take the time to organize your client information in Follow Up Boss. The integration requires specific details depending on whether you’re adding sellers or buyers to Homebot:

• For sellers: Prepare first name, last name, a valid email address, and the full home address.
• For buyers: Gather first name, last name, a valid email address, and the zip codes they’re interested in. (Note: Adding buyers requires a lender co-sponsor.)

Having accurate and complete data is key to avoiding delays or errors during the automated sync process.

Setting Up Tags in Follow Up Boss

Tags in Follow Up Boss are incredibly useful for keeping your contacts organized. Unlike stages, tags allow you to assign multiple labels to a single contact, making them a flexible tool for filtering and categorization. For the Homebot integration, specific tags trigger automated actions that sync client data between the platforms.

The main tag you’ll use is #Homebot_Import, which marks contacts for automatic import once your integration is verified. You can apply this tag to your existing clients while waiting for verification, creating a queue that’s ready for immediate syncing when the integration is live.

There are two additional tags for ongoing client management:

• #Seller_Homebot: Adds homeowners to Homebot’s system.
• #Buyer_Homebot: Adds prospective buyers.

These tags work continuously after the integration is set up, so you can easily add new clients to Homebot by applying the appropriate tag in Follow Up Boss.

To streamline the tagging process, use Follow Up Boss’s "Add Tag" function. You can assign tags individually or in bulk:

• For bulk tagging, go to People > Filter and apply the desired tags.
• For individual contacts, navigate to Lead Profile > Details > Add Tag.

Keep in mind that tags in Follow Up Boss have a 64-character limit.

Once you apply an action tag, a feedback system will update the lead profile with a success or failure tag and a detailed note. This feature helps you track which contacts synced successfully and flags any issues, such as missing or incorrect data, so you can address them promptly.

Step-by-Step Integration Setup Guide

Learn how to connect Homebot with Follow Up Boss seamlessly.

Starting the Integration Process

Head over to integrations.homebot.ai to begin connecting your CRM. This portal provides a clear, guided setup process. When filling out the integration form, make sure to enter the email address associated with your Homebot account. If the email doesn’t match your account, it could delay verification. After submitting the form, you’ll receive a confirmation that your request has been received.

Account Verification and Activation

Once you’ve submitted the form, the next step is account verification. This process typically takes 24 to 48 hours. During this time, the system ensures your accounts are securely linked and ready for data syncing. While you wait, take a moment to organize and prepare your contact list for the sync. After verification is completed, you’ll be notified that your integration is active. At this point, all tagged contacts will automatically begin syncing.

Tagging Contacts and Setting Up Automatic Client Imports

To make the most of your integration, start tagging your contacts while waiting for activation. Use the tag #Homebot_Import to create a queue of contacts that will sync automatically once the integration is live. If you’re managing multiple contacts, Follow Up Boss’s Mass Actions feature allows you to apply tags in bulk, saving time.

Once your account is verified, additional tags can help you manage ongoing tasks. Here’s how you can use them:

• #Homebot_Import: For the initial import of contacts.
• #Seller_Homebot: To import contacts with home details.
• #Buyer_Homebot: For prospective buyer contacts.
• #Homebot_Send-Digest: To send seller reports.
• #Homebot_Remove-Both or #Homebot_Remove-Client: To remove contacts no longer needing Homebot services.

These tags ensure efficient organization and smooth communication, keeping your Homebot integration running effortlessly.

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Managing Clients and Setting Up Automated Workflows

When active, the Homebot integration simplifies client management within Follow Up Boss. By using specific tags, you can trigger various actions like adding new clients, removing outdated contacts, and automating regular communication. These tags are the core of managing client updates and automating reports seamlessly.

Adding and Removing Clients in Homebot via Follow Up Boss

With the tag-based system, managing client data becomes straightforward. You can easily add or remove contacts by applying the appropriate tags, and the integration ensures that your actions are synced across both platforms.

For sellers, use the #Seller_Homebot tag. To successfully add a seller, make sure you include all required details: first name, last name, a valid email address, and a complete home address (including street number, zip code, and unit number if applicable).

For buyers, apply the #Buyer_Homebot tag. Before adding buyers, ensure a lender co-sponsor is set up in your Homebot account. This is a necessary step to complete the process.

Removing clients is just as simple. Use the #Homebot_Remove-Client tag to completely remove a contact from Homebot. If you only need to remove a specific property, apply #Homebot_Remove-Home. For situations where both the client and their property need to be removed, the #Homebot_Remove-Both tag takes care of everything in one step.

Once a tag is applied, the system automatically updates you with a success tag (e.g., #Homebot_Success-Seller) or a failure tag (e.g., #Homebot_Failed-Seller) along with detailed notes. This makes it easy to track your client management actions.

Setting Up Automated Homeowner Reports and Alerts

Homeowner reports are a great way to keep clients engaged by providing valuable insights about their properties. To send these reports manually, simply apply the #Homebot_Send-Digest tag to any seller contact in Follow Up Boss. This triggers a detailed homeowner report that’s sent directly to the client.

The system also tracks client activity automatically. For example, when a client interacts with their Homebot report, tags like #Homebot_Engaged are added to their profile. If they open and view their homeowner digest, you'll see a tag like HB_Alert-home-digest.

These activity alerts are perfect for identifying follow-up opportunities. When you notice a #Homebot_Engaged tag, it’s a clear sign the client is actively thinking about their home’s value and the current market - an ideal time to reach out with a call or email.

Workflow Automation Overview

The integration creates a streamlined workflow system that connects client actions with automated responses. Understanding these workflows can help you better engage with clients and uncover new opportunities. Below is a summary of how each tag triggers specific outcomes:

Action	Trigger Tag	Client Engagement Outcome
Add seller to Homebot	#Seller_Homebot	Contact and home added to Homebot account
Add buyer to Homebot	#Buyer_Homebot	Contact added as buyer to Homebot account
Send homeowner report	#Homebot_Send-Digest	Seller digest sent to contact in Homebot
Remove client	#Homebot_Remove-Client	Contact removed from Homebot account
Remove property	#Homebot_Remove-Home	Home removed from contact and Homebot account
Remove both client and property	#Homebot_Remove-Both	Contact and address removed from Homebot account

These workflows eliminate the need for manual data entry, ensuring a smooth process while maintaining a detailed engagement history. This history helps you identify promising opportunities. For example, when clients frequently engage with their Homebot reports, it often signals they’re thinking about their property’s market performance - possibly hinting at future plans to sell or move.

For advanced automation, you can use tools like Zapier to extend these workflows. This allows you to map additional information between Follow Up Boss and Homebot, enabling even more tailored client engagement strategies.

Boosting Productivity with Ace AI

Ace AI takes Homebot and Follow Up Boss to the next level by automating tedious tasks like data entry, note-taking, and scheduling follow-ups - all seamlessly integrated into your Homebot setup. Designed specifically for Follow Up Boss, Ace AI reimagines how you handle the constant flow of client interactions and data from your Homebot integration. It adapts to your CRM structure, real estate workflows, and communication style, offering assistance that feels effortless and intuitive. Let’s dive into how Ace AI simplifies lead management and follow-ups.

Automating Lead Management and Follow-Ups

When Homebot and Follow Up Boss work together, they generate a wealth of client engagement data. But managing tags, activity alerts, and follow-ups manually can feel overwhelming. Ace AI steps in to automate these routine CRM tasks, ensuring no opportunities slip through the cracks. By analyzing client engagement data - such as notes, calls, texts, and web activity - Ace AI drafts personalized follow-up messages instantly. For example, if a client shows heightened interest, the AI can suggest talking points about current market trends or even recommend scheduling a property consultation.

Ace AI also simplifies the process of creating tasks and scheduling appointments. If a client is actively assessing their property value, the AI automatically sets up follow-up tasks, schedules meetings, and applies relevant action plans within Follow Up Boss. It keeps everything organized by mapping tags, stages, and workflows to maintain context across your Homebot integration. As client needs evolve, Ace AI adjusts their stages and triggers the right workflows. Some real estate teams have seen a 27% boost in conversions within just one month of using Ace AI.

Using Ace AI Voice and Chat Commands

Ace AI’s voice commands take automation a step further by allowing hands-free management of Homebot campaigns. Whether you’re driving between showings or reviewing reports, you can update Follow Up Boss without breaking your stride. For instance, after meeting with a client concerned about their home’s value - perhaps flagged in their Homebot report - you can dictate notes to Ace AI. The system organizes those notes, schedules follow-ups, and keeps your CRM updated without any extra effort on your part.

The built-in chat feature within Follow Up Boss makes accessing Ace AI’s tools even easier. Without needing additional logins or extensions, you can ask for a summary of a client’s engagement history or insights into their property interests based on recent activity. The AI provides instant, context-aware responses, helping you prepare for more impactful conversations. Voice commands also integrate seamlessly into your workflow, letting you verbally update tags or trigger automations as part of your daily routine.

For teams managing large databases of Homebot-integrated contacts, the time savings are massive.

Mark Jensen, a broker who started using Ace AI in December 2024, shared how his response rates skyrocketed within just a week. He highlighted the time saved by using Ace AI to create summaries for leads, calling it a game-changer.

Ace AI is priced to fit teams of all sizes. The basic Ace plan starts at $25 per user per month, while the Ace Pro plan - which includes voice command features - costs $55 per user per month, with volume discounts available. Many teams find that this investment quickly pays off through higher conversion rates and significant time savings, especially when managing complex integrations like Homebot.

Conclusion: Key Takeaways

Bringing Homebot and Follow Up Boss together transforms your client database into a round-the-clock lead generator. This integration simplifies workflows by automatically engaging clients and delivering valuable home financial insights, keeping you at the forefront of your past customers' minds. It also makes client updates and report scheduling easier to manage.

Agents who use CRM workflows see 28% higher lead engagement compared to those relying on basic contact management tools. Many report open rates surpassing 60%, along with steady inbound inquiries - all thanks to Homebot's content, which delivers an impressive return on investment.

Adding Ace AI to the mix takes productivity to the next level. With nearly half (48%) of sales team frustrations tied to repetitive CRM admin tasks, Ace AI steps in to automate data entry, note-taking, and follow-ups. It uses AI to analyze client engagement data and generate personalized communications instantly, ensuring you never miss a chance to connect. Features like voice commands allow hands-free updates, while its chat tool provides context-aware insights without requiring additional logins. These enhancements make your CRM even more efficient.

Ace AI is available starting at $25 per user per month for the basic plan and $55 per user per month for the Pro version with voice commands. Teams using Ace AI report a 30% boost in sales productivity and a 47% increase in customer insights, leading to better conversion rates and significant time savings.

FAQs

How does integrating Homebot with Follow Up Boss help real estate agents engage leads and manage clients more effectively?

Integrating Homebot with Follow Up Boss gives real estate agents a powerful way to improve lead engagement and manage client relationships more effectively. By providing personalized, real-time insights directly to clients, this integration helps agents stay connected and maintain meaningful interactions.

It doesn't stop there - this setup also streamlines workflows by pinpointing high-intent prospects and automatically engaging them through Follow Up Boss. Essentially, it transforms your database into a lead-generation engine, improving client retention, uncovering new buyer and seller opportunities, and saving you time in the process.

How do I set up the Homebot integration with Follow Up Boss, and how long does it take?

To get started with the Homebot integration in Follow Up Boss, head over to the Homebot integration page and fill out the account verification form. The verification process generally takes 24–48 hours, after which your account will be ready to use.

Once your account is verified, you can sync your contacts and set up automated workflows using tools like Zapier - no coding required. The setup process is straightforward and usually takes just a few minutes, making it easier to boost client engagement and simplify your workflow.

How does Ace AI improve the integration between Homebot and Follow Up Boss, and what are the key benefits for real estate professionals?

Ace AI takes the Homebot and Follow Up Boss integration to the next level with real-time AI assistance, voice commands, and smart automations. These features make it easier than ever for agents to connect with clients and handle CRM tasks efficiently. With Ace AI, managing leads, sending personalized follow-ups, and automating workflows becomes a breeze - saving time and boosting overall productivity.

Here’s what Ace AI brings to the table:

• Hands-free updates: Update and organize client details effortlessly, eliminating the need for manual data entry.
• Improved communication: Craft customized messages designed to strengthen client relationships.
• Streamlined workflows: Automate repetitive tasks so agents can focus on what matters most - closing deals.

Ace AI integrates seamlessly with Follow Up Boss, empowering real estate professionals to scale their operations and provide a more polished client experience. It’s a game-changer for making CRM management simpler and stress-free.