Summary
Referrals in PrimeStreet and Contacts in Follow Up Boss can be synced using this integration. Please see below for a list of configurable settings on each integration, varying depending on whether you are syncing To or From PrimeStreet.
PrimeStreet Referrals to Follow Up Boss Contacts
Overview
When setting up a PrimeStreet > Follow Up Boss sync, several options can be configured on the settings page.
Do Not Overwrite
If this option is checked, the sync will only send information into blank fields in Follow Up Boss when Updating Contacts.
This does not affect Contacts in Follow Up Boss when they are being Created.
Advanced Filter
Your sync can be customized to only let some Leads through.
- For example, a possible filter, shown below, reads as such “Only sync PrimeStreet Referrals whose Stage is not 'REMOVED'.”
- On the left is the field that will act as the “reference field” for the Filter.
- The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
- The right box is the specified value. Any string can be entered here.
Pre-Mapped Fields
For ease of use, several fields have been pre-mapped. Please see below of a list of these fields and an explanation of the pre-mapped values. It is recommended to leave these as is unless there is a specific need to adjust them.
- Email: As Follow Up Boss accepts one primary Email field but PrimeStreet can feed in several possible options, the integration has pre-mapped a priority order for ease of use. They can be reordered easily by clicking and dragging. Additional choices and priorities can, of course, be added by pressing the (+) and selecting the desired field(s).
- Phone: As Follow Up Boss accepts one primary Phone field but PrimeStreet can feed in several possible options, the integration has pre-mapped a priority order for ease of use. They can be reordered easily by clicking and dragging. Additional choices and priorities can, of course, be added by pressing the (+) and selecting the desired field(s).
Follow Up Boss Contacts to PrimeStreet Referrals
Overview
When setting up a Follow Up Boss > Primestreet sync, several options can be configured on the settings page.
Do Not Overwrite
If this option is checked, the sync will only send information into blank fields in PrimeStreet when Updating Referrals.
Advanced Filter
Your sync can be customized to only let some Leads through.
- For example, a possible filter, shown below, reads as such “Only sync Follow Up Boss Contacts whose Source is 'Primestreet'.”
- On the left is the field that will act as the “reference field” for the Filter.
- The center box is the logic operator - the Workflow will use this as the “rule” for what is allowed through. This is a dropdown menu with predesignated options for you.
- The right box is the specified value. Any string can be entered here.
Additional Questions
If you have any questions about onboarding, feel free to contact API Nation's Support team.
