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Showing articles from Follow Up Boss tag

PrimeStreet - Follow Up Boss Sync Configuration

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 sett…

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

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

How To Disconnect and Reconnect Follow Up Boss

I need to reconnect/remove my Follow Up Boss account to/from API Nation, how do I go about this? There are some cases where API Nation can have a corrupted connection to Follow Up Boss, this can often occur via a change of credentials on within Follow Up Boss. There are other cases where you may need to simply …

What Follow Up Boss Account Types Can Use API Nation?

What Follow Up Boss Account Types Can Use API Nation? Currently only Follow Up Boss accounts with Owner level account permissions can utilize the syncs on API Nation

Sync Follow Up Boss Contacts with Command Using API Nation

The API Nation beta is now live! Keller Williams has partnered with API Nation to provide a solution for syncing contacts between Command and other 3rd party systems like Follow Up Boss, Google/iCloud Contacts, Dotloop, and more. The process begins with a user  purchasing an API Nation sync subscription  from the KW …

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