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