Setup: Follow Up Boss to Follow Up Boss Integration


Setup Instructions:

  • From your Realsynch dashboard, click + Add Integration:

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

 

 

  • Next, click Instructions on the Follow Up Boss icon and follow along:

 

  • Click Verify and Close:

 

  • Next, click Instructions on Follow Up Boss as your Target and follow along:

 

 

  • Click Verify and 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