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Showing articles from follow up boss tag

Sierra Interactive - Follow Up Boss: Sync Information and FAQ

Overview By setting up an integration for Sierra Interactive and Follow Up Boss, you will gain the ability to sync Leads and Communication in Sierra Interactive with People and Activities in Follow Up Boss! There are two possible integrations to use and customize. * Sierra Interactive to Follow Up Boss When …

Follow Up Boss > Homeowner.ai Sync Configuration

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 (optiona…

How To Setup The Integration For Follow Up Boss to Google Sheets

How can I begin syncing Follow Up Boss to Google Sheets? In this article, we will go step by step on the process of setting up the integration between Follow Up Boss and Google Sheets, lets get started! 1.) If you haven't already, you'll want to access the first page on onboarding  here . 2.) At this point, y…

How To Setup The Integration For Google Contacts to Follow Up Boss

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 c…

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