With the Smart Alto API integration, the data enriched by Smart Alto is automatically added to FUB custom fields. Not only is the information useful to know, but it also provides the ability to create Smart Lists and send Batch Emails as the information can be easily filtered.
Video provided by Smart Alto
API Integration
Before getting started, add the tag "Smart Alto" to the contact(s) you would like to be added to Smart Alto.
1. Log In to Smart Alto
2. Select AI Data Enrichment from the menu on the left-hand side > Follow Up Boss > Connect Now
3. Connect
4. Log In to FUB and create an API key > Copy
5. Paste the API key into Smart Alto > Connect
6. Click Continue Setup
7. Select Pull Records > View
8. Add Conditions to AI CRM Enrichment > Add Condition
9. Set the condition to Tag is Smart Alto (customize if needed)
Note: This field is case-sensitive.
10. Then choose what happens when the conditions have been met Auto Overwrite and/or Autofill (recommend selecting both)
11. Pull all Follow Up Boss Leads to Smart Alto Prospects > Pull Leads
12. Click Prospects from the menu on the left-hand side and View the leads that have been pulled into Smart Alto
13. Go to Properties from the menu on the left-hand side and view the additional property and prospect data (from tax assessors)
14. Select AI Data Enrichment from the menu on the left-hand side > Follow Up Boss > Connect Now
15. Continue Setup
16. Push Records > View
17. Push all Smart Alto Contacts to Follow-Up Boss Leads > Push Now
Note: This pushes the new information gathered to the lead profile in FUB. Multiple custom fields will appear on the lead profile with Smart Alto data.
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FAQs
PULL contact from FUB to Smart Alto