Confirm Your Follow Up Boss Connection in BrokerBlocks
You can verify that BrokerBlocks is properly connected to your Follow Up Boss (FUB) account by following the steps below.
From your BrokerBlocks Dashboard, click CRM in the upper-right corner.
In the Import from Follow Up Boss window, confirm that your FUB account login email is displayed.
Look for the confirmation message indicating that your account is successfully connected to your CRM.
If your email is visible and the connection is confirmed, your Follow Up Boss integration is active and leads will begin importing automatically.
If Your Account Is Not Connected
If you do not see a successful connection message, verify that the correct Follow Up Boss login email is being used.
Log in to Follow Up Boss.
Click your profile icon in the upper-right corner and select My Settings.
Locate and confirm your login email address.
Return to BrokerBlocks, update the email in the CRM settings if needed, and click Import Leads.
Note: Your BrokerBlocks login email and Follow Up Boss login email may be different.
Follow Up Boss Import Rules
Import Settings
BrokerBlocks allows you to configure Follow Up Boss import settings at either the group level or user level, depending on your assigned permissions.
Available Configuration Options
You can customize which leads are imported using the following settings:
Stages
Default selections include Lead, Hot Prospect, Active Client, Pending, Past Client, and Closed.
Lookback Periods
Buyer Leads: Default is 30 days (a minimum of 90 days is enforced).
Seller Leads: Default is 90 days.
Tags
Default tag applied: brokerblocks.
Leads in the selected stages are imported if they were created in the CRM within the following timeframes:
Seller leads: Created within the past 90 days
Buyer leads: Created within the past 300 days
Exceptions
Hot Prospect leads are imported regardless of creation date.
Closed and Past Client leads are imported if they were created within the past 90 days, unless a longer lookback period is configured for buyer or seller leads.
How BrokerBlocks Determines Active Import Settings
BrokerBlocks uses a combination of group-level and user-level configurations to determine which CRM import settings are applied to your account.
General Rules
Users can select their preferred CRM, even if the group has a different default CRM configured.
Group-level settings may override user-level settings when they are locked by an administrator.
API keys may be sourced from either the group or the user, depending on how the CRM is configured.
Lead ownership and matching are determined by the email address associated with the connected CRM account.
Important Notes
Group-level restrictions may limit which settings users can modify.
Import rules are designed to ensure data accuracy and proper lead ownership.
If you need help adjusting your CRM import settings or have questions about missing or non-importing leads, please contact BrokerBlocks Support at help@brokerblocks.com.