Integrating with Follow-Up Boss allows you to automatically create new records in your CRM system. There are three types of sync available:
- All Leads - when activated every lead that is accepted into the my +plus leads system will be pushed into Follow-Up Boss.
- Manual - allows you to push individual records to Follow-Up Boss at the time of calling or editing records in the +plus portal.
- 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"
- Enter your Follow-up Boss API key (Obtaining your API Key from Follow-up Boss)
- Check the "Active" Box
- Sync All Leads
- If checked, my +plus leads will automatically send all leads into Follow-Up Boss
- If unchecked, you can manually send leads to Follow-Up Boss after saving your disposition and notes.
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