In this article, we will go step by step on the process of setting up the integration between Follow Up Boss and Google Contacts, lets get started!
1.) If you haven't already, you'll want to access the first page on onboarding here.
2.) From here, you'll want to navigate to the where it says 'Google Contacts contacts to Follow Up Boss contacts' and click 'Activate':
3.) From here, you will want to confirm that you are not using any other integrations between these two applications (This is to prevent scenarios such as duplicated contacts in either application), once confirmed, you'll want to click on 'Connect Google Contacts account' and enter your desired Google credentials and follow the prompts to allow API Nation to connect to Google Contacts:
4.) At this point, you'll want to click on 'Connect Follow Up Boss account' and enter your Follow Up Boss API Key and the email address associated with your Follow Up Boss account:
(NOTE: If you're unsure of how to locate your Follow Up Boss API Key, refer to these instructions via this link)
5.) Once you've connected Follow Up Boss, we are almost ready to begin syncing, but lets review the options you can select:
- Select Contact Group: In this dropdown, you can specify which Google Contacts group you'd like to sync your contacts from, if you do not wish to specify a group, use 'Default'.
- Sync All on First Run: This option decides if you'd like to sync all of your contacts from Google; if this option is left unchecked, the integration will only sync contacts from Google as contacts are created or updated in Google; generally speaking we do recommend checking this box if you'd like to receive all of your data, but the choice is yours!
- Mapping: The mapping of the integration will come with some preset fields that are already linked together, but you are free to map them however you like.
NOTE: In order for contacts to sync into Google Contacts, they MUST the following fields:
- First Name
- Last Name
- Email Address
With this in mind, please make sure that these fields are mapped in order for your contacts to sync.
Once we have confirmed all of our settings, we can scroll up to the top of the page and click 'Start Sync', once we click this button we will be prompted to enter our payment information for the monthly subscription for this service (NOTE: If you already have a payment method on file, it will default to this payment method):
6.) At this point we are all setup!
At this point, we will sync contacts from Google Contacts to Follow Up Boss as long as there is an email address, a first name and a last name associated with the contact.