From the Real Synch dashboard...
- Click Add Synch
- Click SISU icon
- Click Follow Up Boss icon
- Click Connect button beneath SISU logo > Fill in your Team Name and Token > Click Verify. Note: Find the Team and Token info in SISU under: Admin>Team Settings>API Credentials
- Click Connect button beneath Follow Up Boss logo > Click Verify > Login to Boomtown on the page presented, and grant access
- Both Source and Target connections should now display as Verified (green outline). Click Next button (lower right)
- Click Activate button (lower right)
Features and Requirements
When SISU users updates Transaction Status or Amounts in SISU, the synch will update the related Deal status or amounts in FUB.
- SISU > FUB synch does not create Contacts or Deals in FUB
- SISU > FUB synch only synchs Transactions which originated in FUB and were synched to SISU via Real Synch
- SISU > FUB Synchs runs every 5 minutes. To update the schedule: Login to Real Synch, click Source options wrench next to SISU in your active Syunch Bot> Schedules > Default is 5 minute