Here are the steps for setting up your Follow Up Boss to SISU synch. Once you have registered for Real Synch subscription and are logged into the Dashboard...
- Click “Add New Synch” button > Source: Follow Up Boss > Target: SISU
- Click “Instructions” link for FollowUpBoss- follow on screen directions to retrieve your API key. Click Verify
- Click “Instructions” link for SISU- follow on screen directions to retrieve your UserName/Team Name and API Token values. Click Verify
- When both Source and Target are verified > Click “Next” button
- Configure Source or Target Options before clicking “Activate” button to complete the process
- Create FUB Deal Stages - Create “Appointment Set” and “Appointment Met” stage at the start of both FUB pipelines (Buyers and Seller).
- Create SISU counters for Connects and Text Conversations
- Follow same process to setup SISU>FUB synch; where SISU is Source and FUB the Target.
- Each Users Login Email Address must match between FUB and SISU.
- To Synch a FUB Contact or Deal to SISU as a Transaction, the FUB lead MUST have an email address.
- FUB Admin/Owner must provide relevant API key to connect FUB for proper synching
- SISU Transaction created via FUB Appointment screen cannot be updated via Synch (only created).
- Custom FUB Pipelines and Stages are not supported in the default synch.. Contact Real Synch Technical Support for customizations.