Using Follow Up Boss with Ruuster
Using Ruuster 1.0? Read the 1.0 version of this article.
After integrating Follow Up Boss with Ruuster, a Ruuster panel appears on the right side of each person's record under People in FUB. It shows that contact's Ruuster story in one place: their saved searches and AI Nurture status, unread messages, activity, the alert emails…
After integrating Follow Up Boss with Ruuster, a Ruuster panel appears on the right side of each person's record under People in FUB. It shows that contact's Ruuster story in one place: their saved searches and AI Nurture status, unread messages, activity, the alert emails they received, and the homes they favorited. It works for registered and unregistered leads alike, and you can invite the person, add or edit their searches, and open their full record without leaving FUB. The panel is available only on FUB's desktop version, not mobile.
What the panel shows
From top to bottom:
| Part | What you see |
|---|---|
| Top bar | Your brokerage's logo and an Expand button that opens this lead in your full app in a new browser tab |
| The person | Their name, an "Active" line showing when a registered lead was last active, and a "Ruuster agent" line naming who the lead belongs to in Ruuster. This row stays pinned while you scroll |
| New message card | Appears when a registered lead has sent you a message you have not read. Click Read message to open the chat |
| Invite row | Appears while the person has not registered. Click Send App Invite; after that it reads "App invite sent" with the date and offers Resend App Invite |
| Saved search | Every search applied to this person, AI Nurture searches first, then custom searches. Click Add search to add another |
| Client activity | What they viewed and did in the app, with All, Views, Notes, Tours, and Other filters |
| Sent emails | The property-alert emails they received, with opens and clicks. Click the eye icon on a row to preview the email |
| Favorited Properties | Registered leads only. The homes they favorited, four at first; select Show all (for example, "Show all 9 homes") to see the rest, and sort by Most recent or Most viewed |
| Search listings | A button pinned to the bottom that opens the Add a search window for this person |
Saved search cards
Each card names the search and shows its criteria, its alert settings, and how it reached the lead (for example "Applied via CRM tag" for an AI Nurture search, "Applied by" an agent, or "Saved by client").
- AI Nurture searches carry a status: Active, Pending (the criteria update overnight), or Paused (alerts are off for this search). You can delete one, which removes its tag in your CRM, but not edit it.
- Custom searches are labeled "Custom search" and offer Edit and Delete.
- View matches opens the matching listings inside the panel. The first few cards also show a total match count.
- If the lead unsubscribed, an "Unsubscribed from search alerts" banner names the CRM tag responsible.
Add a search for this person
- Click Search listings at the bottom of the panel, or Add search in the Saved search section.
- In the Add a search window, choose From a template or New custom search, then click Continue.
- For a template, pick one and click Apply search. It is applied to this person right away.
- For a new custom search, set the area and filters on the map that opens in the panel, click Continue, check the name and alerts, and click Save search. You land back on the panel and the new card appears in the Saved search section.
Tags
Tags enable client actions and categorization. Some tags auto-generate (like App signup completed), while others can be manually added via the plus sign or Add tag button in FUB. Use the checkboxes to select tags and click Save Tags. Remove a tag by clicking the X next to its name. See Follow Up Boss Filtering by Tags for ways to build filters on them.
Good to know
- Any changes that you make in Follow Up Boss will automatically be synced to the app.
- Chat opens only from the message card. There is no standalone chat button in the panel.
- Unregistered leads get the full search story. Searches, alerts, emails, and activity work before the person registers. Chat and favorites wait for their account.
- Leads assigned to another agent. Admins and FUB collaborators on the lead see the full panel. Anyone else sees "Assigned to a different agent" and no details.
- If the contact is not in Ruuster yet, the panel says "This contact isn't linked to Ruuster yet." Click Invite Client to send them an invitation.
- You can reposition the embedded app by dragging it to the top of the person's profile in FUB.
FAQ
Why don't I see a chat button?
Chat opens from the new-message card, which appears when a registered lead has messaged you.
Why doesn't the panel show Favorited Properties for this person?
They have not registered yet. Favorites belong to an account, so the section appears once they sign up.
The panel says "This lead's agent isn't on Ruuster." What do I do?
The agent assigned to the lead in FUB needs a Ruuster account with the same email address they use in Follow Up Boss. Click Contact support if you need help setting that up.
The panel says "Ruuster agent" with a different name than FUB's assigned user. Which is right?
Both. FUB's assigned user is your CRM's routing; the Ruuster agent line is who the lead belongs to inside Ruuster.
Still need help? Reach out to us at helpme@ruuster.com and we'd be happy to assist!