Follow Up Boss Tagging

 

 


 

*Check out this video of recent updates made to the Follow Up Boss integration*

 

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:

    *Note: Deals and tags should not be used at the same time on an integration. Please choose Deal Stages or Tags for sending information to Sisu.*


    Buyer Tags:

     

     

     

    Seller Tags:

     

  • There is 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.