Value:

Get real-time engagement from your emails into your CRM. When you send out your marketing emails you will be able to see which Leads are engaging, as the integration will automate all the activity in the email as an activity note on that associated contact record in your CRM. Additionally, you can apply tags to a Lead based on these activities to create a targeted list for follow up.

Setup Instructions:

Note: If a Lead engages with a marketing email, a new contact record will be created in your CRM with the Lead's email address and the Lead's first and last name (if included and not already in your CRM).

• Login to Realsynch and click + Add Integration:

• Select Vyral as your Source and Follow Up Boss as your Target:

• Click Instructions on Vyral as your Source and follow along:

• You will need to contact your Vyral Client Manager to retrieve your Private Key, Public Key, and Account ID. 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:

Your integration is now active! You can access and update your Integration's Source and Target Options by clicking the wrench icon next to the Source and Target on the Realsynch dashboard.