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How To Connect To Follow Up Boss
Enable the Open To Close Integration in Follow Up Boss… Creating an API Key in Follow Up Boss for Open To Close… Adding the Follow Up Boss API Key in Open To Close
How To Use the Follow Up Boss Widget
Open To Close and Follow Up Boss Overview
How To Assign a Task To Follow Up Boss
Connecting Your Follow Up Boss API in Open To Close Create Your Follow Up Boss Webhook Create a Task… Follow Up Boss Disconnecting a Task From Follow Up Boss Before you can do anything related to… Follow Up Boss in Open To Close, you will need to create a Follow Up Boss API Key and add it to your
How To Use the Follow Up Boss Deal Sync
Go to the property you want to connect to Follow Up Boss and click the Follow Up Boss logo at the top… If you have not set up your Follow Up Boss API Key in Open To Close, follow along with this article to… Boss contact to the Deal as well as a Follow Up Boss user
How To Use the Follow Up Boss Contact Sync
Go to the property you want to connect to Follow Up Boss and click the Follow Up Boss logo at the top… The custom fields within Follow Up Boss can be unique to each Follow Up Boss user… Applying the Follow Up Boss API Field Map Template
How To Bring Contacts Over From Follow Up Boss
Up Boss contacts for the Team User you assign to the form or from the Agent, if you assign an Agent… Up Boss to pull in their contacts… Inline Video] Very Important: If you are importing contacts from an intake form, it will pull the Follow
Tasks 101
Up Boss, review your Follow Up Boss integration to make sure it is connected and made available for… If you are a Follow Up Boss user and you plan on having your Open To Close users send tasks to Follow… Follow Up Boss Tasks
Apps We Integrate With
Follow Up Boss - Easily import and export transaction data to Follow Up Boss (emails, notes, texts, calls… We also offer an embeddable widget directly inside of Follow Up Boss!… You can set up multiple profiles if you work across different accounts
Property Task
Follow Up Boss: Assign a Task - assign a task to the Follow Up Boss user from Open to Close that will… You will need to choose the Follow Up Boss contact, Follow Up Boss user to assign the task, day, time… show up inside the Follow Up Boss account for an agent or TC to complete