Integrating with Follow-Up Boss allows you to automatically create new records in your CRM system. There are three types of sync available:

  1. All Leads - when activated every lead that is accepted into the my +plus leads system will be pushed into Follow-Up Boss.
  2. Manual - allows you to push individual records to Follow-Up Boss at the time of calling or editing records in the +plus portal.
  3. Batch - select a group of records and create multiple contacts at one time.

 

Activating the sync


  • Choose "Options/Preferences -> Data Integration"
  • Select "Follow-up Boss" from the drop-down
  • Select "Add User"



Once the sync is activated new leads will be available for the sync. You can send over older leads from your system manually:


https://portalhelp.myplusleads.com/support/solutions/articles/24000085658-how-to-sync-backdata-through-data-integration