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
