Using Follow Up Boss with Open To Close helps you save time since you aren't duplicating your work in each system. The connection between the two software will allow you to sync your deals, sync your content, and use the FUB widget.
Depending on whether you are the sole member of your organization or if you are part of a team, you may need to enable the integration first before creating the API Keys.
If you know an admin in your organization has already enabled the integration, you can skip to the section below that goes over how to create the API Keys. Otherwise, continue with the next steps to enable the integration.
To make this process easier, we recommend having two windows or tabs open on your browser, one with Open To Close and the other with Follow Up Boss.
Enable the Open To Close Integration in Follow Up Boss
The first thing you'll want to do is log into your Follow Up Boss account. Find the option for Admin on the header and then select Integrations.
This will take you to all of the different integrations that Follow Up Boss has. Scroll down to the Embedded Apps section and click on Open To Close. You can read through what the integration includes before enabling it.
Once that's done, go back to the Admin section and click on API.
Creating an API Key in Follow Up Boss for Open To Close
Now that you are in the API section, click on the Create API Key button to create one for Open To Close.
Enter a name for the new API Key. It should relate to what the key is for. In the image below, the API key name includes the user and what integration is going to be connected for clarity.
Once you have the name entered, click on Create API Key.
You will be presented with a unique API Key tied to the name you created. To move forward with the process, you will need to click on Copy to copy the API Key.
After you click on Copy, make sure it shows Copied! before you click on Done. There is no way to go back and copy the same API Key once you've finished this process.
When you get your API Key from Follow Up Boss, you may want to save it somewhere safe because there is no way to retrieve it once it's entered into Open To Close.
Adding the Follow Up Boss API Key in Open To Close
Now that you have the API Key copied, log into your Open To Close account. Go to your Settings (gear icon) and select Apps & API's.
You will automatically land on the Apps page where you can find the Follow Up Boss option. Click on Manage API Key and paste the API Key you copied from Follow Up Boss. Once you're ready, click on the Insert button to finalize the action.
To make sure that the connection was established between your Follow Up Boss account and your Open To Close account, refresh your Open To Close page. If it shows Disconnect below Manage API Key, it means that the API Key was successfully saved.
You can now start using the Content Sync, Deal Sync, and Follow Up Boss widget.
Follow Up Boss Access Issue
If you run into an error stating there was a problem accessing the Follow Up Boss profile, you may need to check your API Key in Follow Up Boss to make sure it wasn't accidentally deleted.
Also, there is a chance that the property you are trying to connect is not assigned to you in Open To Close. For the API connection to work, you have to reassign the Open To Close property to yourself. Follow along with this article to learn more about assigning properties in Open To Close.