SynchBot Setup:

  • From your Real Synch dashboard, click + Add SynchBot:
  • Select Follow Up Boss as your Source and Sisu as your Target:
  • Click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:
  • Click Verify and Close:
  • Click the Instructions link for Sisu and follow the onscreen directions to retrieve your Username, Team Name, and API Token:
  • Click Verify and Close:
  • When both the Source and Target have been verified, click Next and configure the Source and Target options before clicking Activate to complete to process:


Deal Stages:

  • Creating Deal Stages: Create Appointment Set and Appointment Met Stages at the start of both Follow Up Boss Pipelines (Buyer and Seller):


Synch Requirements:

  • Each User's login email address must match exactly between Follow Up Boss and Sisu.

  • To synch a Follow Up Boss Contact or Deal to Sisu as a Transaction, the Follow Up Boss Lead must have an email address.

  • The Follow Up Boss Admin/Owner must provide a relevant API Key to connect Follow Up Boss for proper synching.


Synch Limitations:

  • A Sisu Transaction created via the Follow Up Boss appointment screen can only be created via synch, not updated.

  • Custom Follow Up Boss Pipelines and Stages are not supported in the default synch. Please contact Real Synch Technical Support for customizations.

Setup: Sisu to Follow Up Boss SynchBot

FAQ: Follow Up Boss to Sisu SynchBot


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