Setup: MailChimp to Follow Up Boss Integration
Setup Instructions:
*Note: MailChimp as a source is Transactional. This will require Transactional Email to be set up in the MailChimp account.*
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From your Realsynch dashboard, click + Add Integration:
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Select MailChimp as your Source and Follow Up Boss as your Target:
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Click Instructions on the MailChimp icon and follow along:
- Click Connect on the MailChimp icon, it will as for an API Key from an Owner MailChimp account:
- Go To: https://mandrillapp.com/login and log in with MailChimp credentials:
- Click Settings > SMTP and API Info > Add API Key > Copy:
- Paste the API Key in the field provided > Click Verify > and Close:
- Next, click the Instructions link for Follow Up Boss and follow the onscreen directions to retrieve your API Key:
- Then click Connect > Add API Key> Click Verify > click Close:
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Both Source and Target connections should now display as Pending Verification or 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 icon next to the Source and Target on the Realsynch dashboard.
Setup: Follow Up Boss to MailChimp Integration