Open To Close is a fully customizable and automated transaction management platform that streamlines communication, task management, and document management. By connecting your Follow Up Boss account to Open To Close, you are able to seamlessly push transaction data from Open To Close into Follow Up Boss. The two APIs are connected behind the scene, so any changes you make inside of Open To Close will be relayed to Follow Up Boss in real-time.
Note: The API integration must be completed by the owner of the account.
- Create a Follow Up Boss API Key by going to Admin > API
- Select Create API Key
- Name the API Key Open to Close > Create API Key
- Press Copy
- Log In to Open To Close
- On the left-hand side, hover over the Gear Icon > Apps & APIs
- Select Follow Up Boss
- Paste the Follow Up Boss API Key in the field box > Insert
- Navigate to the property transaction and hover your mouse over the More tab > Follow Up Boss
Note: There are 3 options that you will find when you connect your FUB API key to your OTC account and these are the content sync, deal sync, and FUB widget. For additional information, check the OTC Help Center.
Create New Deal
You are able to create a new Follow Up Boss "Deal" directly from inside of Open To Close. Once you create a new transaction inside of Open To Close, you can then push the deal directly into the Follow Up Boss deal pipeline and assign it to one or more contacts.
Sync Transaction Content
You are able to send all content from Open To Close into one or more Follow Up Boss contact records. For example, if you send an email out of Open To Close, you are able to create a reference of that email inside of Follow Up Boss (complete with email subject, body, contacts, and attachments). You are also able to sync notes, text messages, and fields back to Follow Up Boss as they are created or updated inside of Open To Close.
FUB Embedded App
Via the Open To Close widget inside of Follow Up Boss, you are able to add all transaction content such as contacts, documents, dates, details, tasks, and notes. If you make any changes to any of these options, they will be updated automatically inside of the widget. You can also see things like property details, transaction details, tasks, and timelines from within the embedded app. You can turn on the embedded app here.
If you are working inside of an Open To Close transaction, you can easily import any contact from your Follow Up Boss account.