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.