KW Command Rainmaker accounts can be integrated with Follow Up Boss with the use of API Nation. With this integration, transactions in FUB are automatically logged in KW.
Note: KW Rainmaker accounts are KW team leaders and their KW Command team accounts.
Purchasing the App
1. Log In to KW Command
2. Navigate to Marketplace in the upper right-hand corner (direct link)
3. Search for Follow Up Boss in the upper right-hand corner
4. Select Follow Up Boss Sync for Rainmaker / Teams to KW Command
5. Click Purchase App in the upper right-hand corner and follow the prompts
Note: The sync is not automatically active after purchasing. Follow the steps below to activate.
Activating the Sync
1. Log In to KW Command
2. Click My Apps in the upper right-hand corner
3. Select Follow Up Boss Sync for Rainmaker / Teams to KW Command
4. You will be directed to API Nation in a separate tab
5. In API Nation, select the desired Sync Configuration(s) > Continue to Setup
6. Click the desired KW Command Team Account > Select
7. Connect your FUB account by clicking Connect
8. Generate a FUB API Key and navigate back to API Nation
9. In API Nation, paste the API Key > Name the API Key > Connect
10. Select Confirm
11. Each workflow selected will now appear in your API Nation account as drafts
Follow Up Boss Activities post a note in KW command
Note: Once this sync is active, FUB activities will post a note in KW Command from here on out. This sync will only work if the contact is already in KW Command (matches based on contact phone number and email address).
1. Select Setup
2. Choose an Activity
3. Add Filters to specify the activity that is sent to KW Command > Save
4. Adjust the Mapping fields if needed (different for each activity type)
5. Scroll to the top and Activate Sync
6. If you need to sync multiple activities to KW Command, click Clone to add additional syncs
7. You will now see this sync under Active on the left-hand side of API Nation
Follow Up Boss contacts to KW command contacts
1. Select Setup
2. Confirm the Account is the correct team account > Select Sync all contacts on first run if you want existing contacts to sync (if this is not selected, only new contacts from here on out will sync)
3. Complete the Lead Routing setup and check the box if you would NOT like FUB to overwrite information in KW Command
Note: If an agent is not selected, leads will be assigned to the Rainmaker
4. Add Filters to specify the leads that are sent to KW Command > Save
5. Adjust the Mapping fields if needed
6. Scroll to the top and Activate Sync
7. You will now see this sync under Active on the left-hand side of API Nation
KW command contacts to Follow Up Boss contacts
1. Select Setup
2. Confirm the Account is the correct team account > Select Sync all contacts on first run if you want existing contacts to sync (if this is not selected, only new contacts from here on out will sync)
3. Check the box if you would NOT like KW Command information to overwrite FUB information
4. Add Filters to specify the leads that are sent to FUB > Save
5. Adjust the Mapping fields if needed
6. Scroll to the top and Activate Sync
7. You will now see this sync under Active on the left-hand side of API Nation