Summary
Contacts in Follow Up Boss can be synced to Homeowner.ai using this integration. Please see below for a list of configurable settings.
Settings
Overview
When setting up a Follow Up Boss > Homeowner.ai integration, several options can be configured on the settings page.
Sync People From (optional)
If a date is selected, it will serve as the starting point for retrieving all subsequent Contacts. Note: if you set this date, there’s no need to enable the ‘Sync all contacts on first run’ option below.
Sync all contacts on first run
When this option is selected, the integration will sync ALL Contacts from Follow Up Boss into Homeowner.ai.
When this option is unselected, the integration will sync only NEWLY created or updated contacts from Follow Up Boss into Homeowner.ai.
Please note that regardless of the option, any Filters (such as the Contact Label) will still apply: even if this option is selected, if a Contact does not meet the valid criteria you may have specified, it will not sync.
Advanced Filter
Your sync can be customized to only let some Contacts through.
- For example, a possible filter, shown below, reads as such “Only sync Follow Up Boss Contacts whose Tags Contain 'Homeowner'.”
- 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 which can be a string, date, etc.
Mapping
For ease of use, several fields have been pre-mapped. Mapping can be changed at desired.
Example below: "Country" has been set to the value of "US" for all synced Contacts.
Additional Questions
If you have any questions about onboarding, feel free to contact API Nation's Support team.
