Setup: BoomTown to Fello Connect Integration

Amanda

BoomTown ScreenShot-png

 

 

Setup Instructions:

 

  • From your Realsynch dashboard, click + Add Integration:

  • Select BoomTown as your Source and Fello Connect as your Target:

 

  • Next, click Instructions on the BoomTown icon and follow along:

  • Then click Connect > Click Verify > Login to BoomTown on the page presented and grant access > click Close:
 

  • Next, click Instructions on the Fello Connect icon and follow along:

 
 

 

  • In Fello Connect, go to Settings and click Integrations:

  • Copy the API key found under "Connect to your CRM":

  • Then, on the dashboard, click Connect > Paste the copied API Key> Click Verify > click Close:


  • Both Source and Target connections should now display as Verified > Click Next.

  • If you would like to add a tag to the integration that would prevent a lead from integrating, the tag can be added under Source Options > Filters> and add the tag to the section below:


    *    Note: this means that if the tag present here is added to a lead, the lead WILL NOT integrate*

  • Click Save > Close, then select Integration Options. This is where you will select the agents in BoomTown that can use the integration.

  • Once Completed, click Save and Activate:


 

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

 

 

 

Setup: Fello Connect to BoomTown Integration