Onboarding for Team Members
Step 2: Link FUB and StreetEasy
1. Link your StreetEasy and FUB accounts
Once you’ve set up your new Follow Up Boss account, let StreetEasy know that your setup is complete. The option to link your accounts will appear in StreetEasy within two business days. Once it appears, follow the steps below to connect your StreetEasy and FUB accounts. Your Team Members will need to link their accounts separately.
1. Open the Agent Tools app or navigate to Agent Tools on the web.
2. Open the Connections tab and select the Follow Up Boss → Link Account prompt.

3. Select LINK ACCOUNT again in the confirmation window.

4. Sign in to your Follow Up Boss account. Review the requested permissions and select Grant Access.

5. Confirm that you see Accounts Linked.

6. As connections come through, verify the integration is working - confirm stages and details are syncing correctly as changes are made on StreetEasy or FUB.
If you have difficulty linking your account, reach out to StreetEasy-FUB@streeteasy.com
2. Open the Connections tab and select the Follow Up Boss → Link Account prompt.

3. Select LINK ACCOUNT again in the confirmation window.

4. Sign in to your Follow Up Boss account. Review the requested permissions and select Grant Access.

5. Confirm that you see Accounts Linked.

6. As connections come through, verify the integration is working - confirm stages and details are syncing correctly as changes are made on StreetEasy or FUB.
If you have difficulty linking your account, reach out to StreetEasy-FUB@streeteasy.com
2. Verify your account is linked
Once you receive your first connection through the integration, select the Admin tab on FUB, select Lead Flow, and confirm the integration is listed. It should say StreetEasy Experts and your name.
3. Your StreetEasy connection records
StreetEasy will upload your current and past Expert connections from the previous two years to your account within two business days. The upload will include connections:
- Assigned to you
- Created within the past two years excluding connections marked as Rejected by Client, Agent Inquiry, Rental Inquiry, or Spam
Note: these filters may be adjusted by your Team Lead.
Questions? Reach out to us at StreetEasy-FUB@StreetEasy.com