Setup: Follow Up Boss to Sisu SynchBot

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):

• Create Connects and Texts Activity Counters in Sisu:

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