How to setup Followup Boss with Kaydoh

Imelda Ramos

Last Update 16 days ago


What do you need?
  • Your Kaydoh account
  • A Followup Boss account with access to your Lead Email address

Using a different CRM?
If your CRM supports email parsing (such as CINC, LionDesk, or similar platforms), the same approach applies — find your CRM's dedicated lead capture email address and paste it into the Lead Email field in your Kaydoh Settings. Contact your CRM provider for instructions on finding their lead email address.

For more complex team routing setups across multiple agents, contact our support team for assistance.


Read – Tutorial (step by step)
STEP 1

To setup Follow up Boss with Kaydoh, you just need to provide Kaydoh with the Followup Boss Lead Email provided by Followup Boss.



Click the link below for Follow up Boss Lead Email
https://help.followupboss.com/hc/en-us/articles/360015942594-      Follow-Up-Boss-Lead-Email-Address

STEP 2 

Go to your Kaydoh account - and to Settings and paste the follow up boss lead email to Lead Email.

STEP 3

Make sure to click Save Account Settings at bottom. Any leads generated through Kaydoh will be automatically sent to Follow Up Boss.

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How to setup Followup Boss with Kaydoh

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Link my CRM

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How can I set up Followup Boss with Kaydoh?
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