Setup: Fello Connect to Follow Up Boss Integration

Amanda

Fello - Crunchbase Company Profile & Funding

 

Setup Instructions:

 

  • From your Realsynch dashboard, click + Add Integration:

  • Select Fello Connect as your Source and Follow Up Boss as your Target:

  • Click Instructions on the Fello Connect icon and follow along:

 

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

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



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



  • Next, click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:

  • Then click Connect > Add API Key> Click Verify > click 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.

 

 

 

Setup: Follow Up Boss to Fello Connect Integration