The Follow Up Boss integration allows you to sync your Deals with your Open To Close Properties. To use the Deal Sync option, you will need to make sure your Open To Close account is connected through your Follow Up Boss API Key.

If you have not set up your Follow Up Boss API Key in Open To Close, follow along with this article to learn how this is done: How To Connect Follow Up Boss.

When initiating a new Deal Sync, you'll be asked to choose an API Field Map Template, so make sure you've set up a template using the Deal Sync option. The first section goes over how this is done.

If you already have an API Field Map Template in place, you can skip ahead to this section: Connect a Property to Follow Up Boss Using Deal Sync.

Create a New API Field Map Template

Go to your navigation menu and hover over the hammer icon. Select Templates from the list of options.

Image shows an arrow pointing to Templates which is the top choice in the hammer icon. The hammer icon is the second to last option on the left side navigation menu.

You will see a list of templates to choose from with the API Field Map Template option closer to the end of the list. Click on this and then click on the Add New button.

Image shows the API Field Map Template choice 12th from the top on the left side of the page. To the right are three buttons stacked with the third button being Add New.

Next, you want to choose Follow Up Boss as the API and Deal Fields for the API Type. Once you have those selected, you will need to choose whose API connection you'll use. After that, give the template a name and click on Create.

Image shows the options for creating a new API Field Map. From top to bottom, those drop down choices are, Choose an API - Follow Up Boss, Choose Follow Up Boss API Type - Deal Fields, Choose Follow Up Boss API - Select a user that has set up their API connection to Follow Up Boss. After those is the Template Name text box. Below that and to the left is the Create button and to the right is the Close button.

Find the template you just created and click Edit next to Options.

Image shows an arrow pointing to Edit which is directly under the template name on the left side.

Once the template is open, you will see a list of fields with a drop-down choice to the left of the field. Click on this to search through your fields for one that matches the field listed on the right.

For example, if you want the Zip Code to pull through when using this template on a Deal Sync, you would want to match the Zip option with what you have in your account. This might be Zip Code, Postal Code, Zip, etc.

Go through each option that you want to come over when you use this template on a Deal Sync. Your work is saved as you are selecting the different choices, so once you are done, you can close out of the template and go to the property you want to apply the template to.

Image shows a box around the left side field options. To the right is the custom field found in Follow Up Boss. Click on the drop down to the left of the custom field to find the field in Open To Close. There will be a text box at the top of the fields list to search for the field.

Connect a Property to Follow Up Boss Using Deal Sync

Now it's time to add a property from Open To Close to the Deals column in Follow Up Boss. Go to the property you need to connect and click on More. You can find Follow Up Boss under the API's section.

Image shows an arrow pointing to the More option when you are on a property. API's is on the left side and Follow Up Boss is the first option.

This will open up three sections for you to choose from; Content Sync, Deal Sync, or FUB Widget. For this, we will focus on the Deal Sync option.

Choose whether this Deal is being synced using the Agent listed on the property or the Transaction Coordinator assigned to the property. In this example, we'll be using the Transaction Coordinator, Adam West.

Image shows two names under Deal Sync, the top one is for the agent and the bottom one is for the Transaction Coordinator. Text in image about Deal Sync, "Push the 'Deal' status and details into Follow Up Boss."

Pro Tip:

If you want to bring the Deal you have in Follow Up Boss over to your Open To Close account, click on Attach Deal in the upper right corner. Search for the Deal in Follow Up Boss and click on Sync Deal for the one you need. This will bring the Deal into Open To Close from Follow Up Boss.

You will have a new set of options with the first being the API Field Map Template. Select the one you just created or a different one if you have others.

Choose one of the Stages you have in FUB such as Buyer Contract, Offer, Pending, etc.

We recommend that the name be the address of the property so it's easy to find. You can also give it a description.

Next are the Projected Close Date, Price, and Commission Value. Fill in all of this information before clicking on Add Deal.

Image shows a column of options on the left side. In the upper right corner is the option to Attach Deal. Left side column includes the following: Follow Up Boss Field Map (drop down), Stage (drop down), Name (text box), Description (text box), Projected Close Date (pick date from calendar), Price (text box or synced field), Commission Value (text box or synced field). Below the last one is the Add Deal button.

Once you add the Deal, you will see all of the mapped fields from the template you applied to the Deal Sync. At the top, you can choose to refresh the fields or disconnect the sync.

Image shows a box around the right side column with all of the field values in place. Directly under the first title, API Deal Mapped Fields, you can click on Refresh or Disconnect. Refresh is to the left of Disconnect.

Scrolling to the bottom of the API Deal Mapped Fields will give you the option to assign a Follow Up Boss contact to the Deal as well as a Follow Up Boss user.

If you need to delete the Deal, you can click on the trash icon next to Delete Deal to remove it.

Image shows the same right side column but is showing the bottom sections. You have the option to Assign To Follow Up Boss Contacts with a text box below that to search for contacts. After that you have the Assign To Follow Up Boss Users drop down. In the bottom right corner is the Delete Deal option.

Now that the property is a synced Deal, you can view it in Follow Up Boss.

Very Important:

There is a known bug where, if you update the field value in Open To Close, it will not update it in Follow Up Boss if you have the Deal open. Be sure to close out of the Deal in Follow Up Boss before updating the field value in Open To Close.

Image shows a Deal in Follow Up Boss with the Custom Fields section below the Description section.

If you need to update a field value in Open To Close, find the field in the Details section which is on the left side of the page when you're viewing a property. Make sure you have the field set to display in the Details.

To do this, click on the green drop-down button and select Manage Property Fields. Check the box next to any that you need to see on the Details before closing out of the window.

Image shows the left side of the property details page. Arrow points to the green square drop down button that's to the right of the Details button. The first option in that drop down is Manage Property Fields.

Find the field and update the value by clicking to the right of the field. It will either currently have a value in it or it will show "not set."

Image shows a box around the MLS field and "not set" which is to the right of MLS.