Follow Up Boss Tagging

 


 

Tagging:

 

  • Any tag added to a lead in Follow Up Boss that is also enabled in your Integration's Target Options will trigger the integration to create or update a Transaction in Sisu:

     

    Buyer Tags:

     

     

     

     

    Seller Tags:

     

     

     

     

  • There is also a feature on the integration called: "Store SISU Transaction on FUB". If enabled, this feature will allow for a link to populate on the Follow Up Boss lead under Custom Fields. This link can be used to take you to the corresponding transaction in Sisu.

     

     

     

    *Please note: this link only appears when a tag is added to the lead in Follow Up Boss

     


     

    FAQ: Follow Up Boss to Sisu Integration

     

     


    Creating/Updating Transactions in Sisu