Follow Up Boss and Google Contacts Integration

Adding Multiple Accounts to Google Contacts Integration

Written by Amanda | Sep 30, 2022 9:04:15 PM

 

Add Multiple Accounts:

*Please NoteThis requires Admin access in Google Contacts*

 

  • This option is selected during the setup of the integration after you select Connect under Google Contacts.

  • Once you have verified each side of the integration, you can select the agents you would like to send invitations to under the Synchbot Options:




  • The selected agents will receive an email that will require them to sign in:

  • Once the agent has signed in, and they receive an email stating it was successful, the agent is then ready to use the integration!

  • These invitations can be sent out after the integration has been set up as long as the option was enabled prior to verification.

  • To find the list of agents, you will click the Ellipsis> Synchbot Options> and select the agent you would like to invite:


 

 

Setup: Google Contacts to Follow Up Boss Integration

 

Setup: Follow Up Boss to Google Contacts Integration