Client Giant curates and delivers thoughtful gifts on your behalf with impactful timing and personal messaging from you.
How to Set it Up
Don't have a Client Giant account? No worries, sign up HERE to get started.
1. Log in to Client Giant
2. From the main navigation, click People
3. Select Import
4. Click Sync my Follow Up Boss Contacts
5. Create an API Key within Follow Up Boss by going to Admin > API
6. Copy the API key from Follow Up Boss and Paste into the text field within Client Giant > Save and Connect
Once your account is connected, you can browse your smart lists and deal stages to choose who you would like to import into Client Giant. After selecting the desired smart lists and deal stages, Client Giant will begin the sync. Once the sync is complete, your leads will appear on the people screen within Client Giant.
For any questions, please contact firstname.lastname@example.org