SynchBot Setup:

  • From your Real Synch dashboard, click + Add SynchBot:
  • Select Sisu as your Source and Follow Up Boss as your Target:
  • Click the Instructions link for Sisu and follow the onscreen directions to retrieve your Username, Team Name, and API Token:
  • Click Verify and Close:
  • Click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:
  • Click Verify and Close:
  • Both Source and Target connections should now display as Verified > Click Next and Activate:


Features and Requirements:

  • When a Sisu User updates the Transaction status or amount in Sisu, the synch will update the related Deal status or amount in Follow Up Boss.

  • The SynchBot does not create Contacts or Deals in Follow Up Boss.

  • The SynchBot only synchs Transactions that originated in Follow Up Boss and were synched to Sisu via Real Synch.

  • The synch runs every five minutes. To update the frequency, click the wrench icon next to Sisu > click Schedules > choose Polling Frequency:


Setup: Follow Up Boss to Sisu SynchBot

FAQ: Follow Up Boss to Sisu SynchBot


Did this answer your question?