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.

Pro Tip:

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.

Image shows the Admin option to the far right on the main header in Follow Up Boss. That opens a second header below the first with Integrations to the left of API.

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.

Image shows the Open To Close card under the Embedded Apps section.

Once that's done, go back to the Admin section and click on API.

Image shows the two headers again with the API option on the bottom header to the right of Integrations.

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.

Image shows the API Settings section with a blue button that says Create API Key to the far right of the API Settings.

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.

This opens a new screen where you will enter your API Key name in the text box before clicking on the Create API Key button in the lower right corner.

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.

The same screen will show API Key Created in the upper left corner with the API Key in the text box. To the right of the key and in the text box is Copy. Click on this to copy the 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.

Important:

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.

Image shows the text box with the API Key now says Copied to the right of the key. The Done button is now clickable which is in the lower right corner.

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.

Image shows an arrow pointing to the Apps & API's section in Open To Close. This is the first option under the Settings which is the gear icon. The gear icon is the last option on the navigation menu on the left side.

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.

Image shows the Follow Up Boss card which is the third card down on the left side of the Apps page. Under the title of Follow Up Boss is a link for Manage API Key. This opens a text box to paste the API Key. To the right of the text box is the Insert button.

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.

Image shows the Disconnect option under Manage API Key on the Follow Up Boss card.

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.