You've signed up for Witly and want your leads to enter your Follow Up Boss - time to integrate your CRM!
Why should I integrate my Follow Up Boss with Witly?
Integrating your Follow Up Boss Account with Witly allows you to create custom audiences from your stages and smartlists. This is crucial for dynamic remarketing, as well as making sure your new Witly leads flow into your CRM seamlessly.
What information does Witly pull into Follow Up Boss?
At this time, Witly's integration with Follow Up Boss is a one-way sync. Witly syncs the following information into your Follow Up Boss:
Name
Email
Phone Number
Source / Ad Name
We are also looking at providing additional information, but that’s it right now.
Connect Your Follow Up Boss
Select your profile icon in the bottom left corner of Witly.
Select "Account Settings"
Scroll down to CRM and click "Insert API Key" under Follow Up Boss
Create your API Key in Follow Up Boss (See Step 2)
Create Your API Key
In a new window or tab, login to your Follow Up Boss Account.
Select "Admin" as pictured below
From the top navigation menu, select "More", followed by "API"
Select the button that says "Create API Key"
Name your API Key. You will want to choose a name for your API key that will help you remember what it was created for.
Example: Witly
After entering your API Key's name, select "Create API Key"
You will now have one-time access to your API key. Select "Copy" to copy this to your clipboard.
Integrate Follow Up Boss with Witly
Copy your Follow Up Boss API Key to your clipboard by selecting "Copy", or highlighting the API Key and hitting Ctrl + C on your keyboard simultaneously.
Return to the tab your Witly account is logged into.
Select "API Key" under "Add Your Follow-Up-Boss API Key" and paste your API key by right clicking on the text box and selecting "Paste", or hitting Ctrl + V on your keyboard simultaneously.
Select "Submit".
Congrats on integrating Follow-Up-Boss with Witly! 🎉
You're all set up to launch your first ad. Click the button below to learn more!