Setup Instructions:

• From your Realsynch dashboard, click + Add Integration:

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

• Click Instructions on the Follow Up Boss icon and follow along:

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

• Once completed, 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 Follow Up Boss Integration