Setup: Follow Up Boss to Fello Connect Integration
Setup Instructions:
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From your Realsynch dashboard, click + Add Integration:
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Select Follow Up Boss as your Source and Fello Connect as your Target:
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Click Instructions on the Follow Up Boss icon and follow along:
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Then click Connect > Add API Key> Click Verify > click Close:
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Next, click Instructions on the Fello Connect icon and follow along:
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- 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:
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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:
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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
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